10 · Firm Operations & Finance
Management company budget & tracking
Platform-ledfrom $450/moExpert ~1–3 hrs/mo
Bottom line
Mgmt-co budget vs. actuals so partners see firm runway—not just fund runway.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Annual budget model.
- ·Monthly budget vs. actuals.
- ·Variance notes for partners.
By hand today
Firm budget is a forgotten Sheet.
On Atlas
Budget model + monthly actuals import; light expert notes.
Deliverables
- Budget
- BvA report
- Variance notes
Service levels
- BvA within 10 business days of month end.
Exclusions
- — Bank covenant negotiation
Platform surfaces
Fund DashboardImport & Analyze
Firm CFO wedge.