06 · Portfolio Management & Monitoring
Portfolio cap table maintenance
Platform-ledfrom $450/moExpert ~1–3 hrs/mo
Bottom line
Keep portco cap tables current enough for pro-rata, dilution, and exit math.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Cap table updates on financing / option events.
- ·Ownership waterfall for fund position.
- ·Quarterly cap table attestation checklist.
By hand today
Stale Carta PDFs in Drive.
On Atlas
Import + ownership model; light expert QC.
Deliverables
- Updated cap tables
- Fund ownership view
- Attestation checklist
Service levels
- Financing updates within 5 business days of complete docs.
Exclusions
- — Acting as company equity administrator
Platform surfaces
Ownership DecayPortfolioImport & Analyze
Feeds follow-on and exit modeling.