06 · Portfolio Management & Monitoring
Early distress / down-round alerts
Platform + expertfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Synthesize distress signals (runway, KPI miss, financing risk) into partner-ready alerts.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Distress signal ruleset.
- ·Partner alert memos on trigger.
- ·Monthly watchlist review.
By hand today
Partners hear late from board gossip.
On Atlas
Rules + expert-written alert memos.
Deliverables
- Watchlist
- Alert memos
- Monthly review
Service levels
- Triggered alerts drafted ≤1 business day.
Exclusions
- — Restructuring advisory unless separately scoped
Platform surfaces
PortfolioCFO Advisorpm-runway
Premium monitoring tier.