05 · Investment Process & Deal Execution
IC memo preparation
Platform + expertfrom $850/moExpert ~2–5 hrs/mo
Bottom line
IC memos assembled from diligence modules with consistent structure and Atlas-backed numbers.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·IC memo draft from diligence packs.
- ·Metric and scenario appendix.
- ·One revision cycle post-partner comments.
By hand today
Every partner invents a memo format.
On Atlas
Standard memo + data appendices; expert drafts; partners decide.
Deliverables
- IC memo
- Appendix
- Decision log stub
Service levels
- Draft memo ≤3 business days before scheduled IC when diligence is complete.
Exclusions
- — Binding investment committee vote administration unless scoped
Platform surfaces
CFO AdvisorScenario LabOwnership DecayPortfolio
Signature deal-process product.