05 · Investment Process & Deal Execution

Legal diligence coordination

Atlas-orchestratedfrom $850/moExpert ~14 hrs/mo

Bottom line

Coordinate legal diligence requests, issue lists, and closing conditions with outside counsel.

Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.

Invoice / proposal description

  • ·Legal diligence tracker and issue list.
  • ·Document request list management.
  • ·Closing condition bridge to execution.

By hand today

Counsel emails without a single issue owner.

On Atlas

Tracker + vault; counsel does legal work; expert babysits.

Deliverables

  • Issue list
  • Request tracker
  • Condition bridge

Service levels

  • Issue list updated ≤2 business days after counsel markup.

Exclusions

  • Legal advice

Platform surfaces

document workspace

Process fee on every deal.