05 · Investment Process & Deal Execution
Cost basis & acquisition documentation
Platform-ledfrom $450/moExpert ~0.5–2 hrs/mo
Bottom line
Immutable cost basis packs from closing docs so tax and audit never reconstruct history from email.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Cost basis register per position.
- ·Acquisition document vault links.
- ·Change log for follow-ons.
By hand today
Basis reconstructed under audit pressure.
On Atlas
Booked at close; immutable register.
Deliverables
- Basis register
- Doc links
- Change log
Service levels
- Basis entry with closing booking SLA.
Exclusions
- — Tax lot optimization advice
Platform surfaces
PortfolioImport & Analyze
Audit/tax hygiene; low effort.