06 · Portfolio Management & Monitoring
Protective provision monitoring
Platform + expertfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Monitor protective provisions and consent rights so the firm exercises power when it matters.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Protective provision register by company.
- ·Consent / veto calendar.
- ·Alert when company actions may trigger rights.
By hand today
Rights forgotten until after the harmful act.
On Atlas
Register + alerts; expert interprets gray zones with counsel as needed.
Deliverables
- Provision register
- Consent calendar
- Alert memos
Service levels
- Known triggering events logged ≤2 business days of notice.
Exclusions
- — Legal opinions on enforceability
Platform surfaces
Portfoliodocument workspace
Governance risk transfer.