05 · Investment Process & Deal Execution
Initial screening support
Platform + expertfrom $450/moExpert ~2–5 hrs/mo
Bottom line
First-pass screens that score thesis fit and finance hygiene so partners only deep-dive the right deals.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Screening memo template filled from materials.
- ·Thesis-fit and finance flags.
- ·Pass / proceed recommendation for partner triage.
By hand today
Associates write uneven screens; partners re-do work.
On Atlas
AI-assisted screen + expert QC; partners decide.
Deliverables
- Screen memos
- Triage queue
- Weekly digest
Service levels
- Standard screen turnaround ≤3 business days from complete materials.
Exclusions
- — Investment recommendations as fiduciary advice beyond scoped support
Platform surfaces
CFO AdvisorImport & AnalyzeOwnership Decay
Scales associate leverage; clear ROI.