05 · Investment Process & Deal Execution
Definitive document coordination
Atlas-orchestratedfrom $1,500/moExpert ~1–4 hrs/mo
Bottom line
Track definitive docs, open points, and signature packets through close.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·Definitive document checklist and open-point log.
- ·Signature packet coordination.
- ·Close-ready status to deal lead.
By hand today
Doc lists in email; surprises at signing.
On Atlas
Checklist + vault; counsel drafts; expert coordinates.
Deliverables
- Doc checklist
- Open-point log
- Signature status
Service levels
- Open points aged >3 business days escalated to deal lead.
Exclusions
- — Legal representation
Platform surfaces
document workspace
Reliable close coordination fee.