05 · Investment Process & Deal Execution
Pro-rata rights tracking
Platform-ledfrom $450/moExpert ~0.5–2 hrs/mo
Bottom line
Never miss a pro-rata: rights, windows, and reserve implications tracked per company.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Pro-rata rights register by company.
- ·Upcoming round alerts.
- ·Reserve impact sketch for IC.
By hand today
Rights buried in side letters and SPA PDFs.
On Atlas
Register + alerts; light expert interpretation.
Deliverables
- Rights register
- Alert feed
- Reserve sketch
Service levels
- Known financings logged within 2 business days of notice.
Exclusions
- — Negotiating waiver decisions for GP
Platform surfaces
PortfolioOwnership Decay
Prevents costly missed allocations.