06 · Portfolio Management & Monitoring
Follow-on decision & reserve analysis
Platform-ledfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Model follow-on checks against reserves, ownership, and fund pacing before IC.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Reserve vs. follow-on scenario pack.
- ·Ownership impact model.
- ·IC one-pager.
By hand today
Reserve math in a side sheet that fights the fund model.
On Atlas
Scenario Lab + reserves; light expert framing.
Deliverables
- Scenario pack
- Ownership model
- IC one-pager
Service levels
- Pack ≤3 business days from request with complete round terms.
Exclusions
- — Investment decision authority
Platform surfaces
PortfolioScenario LabOwnership DecayFund Dashboard
Decision-critical; high perceived value.