06 · Portfolio Management & Monitoring
Portfolio company monitoring onboarding
Platform-ledfrom $450/moExpert ~1–3 hrs/mo
Bottom line
Onboard each portco into Atlas monitoring (KPIs, contacts, board cadence) in days—not a quarter.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Portco monitoring profile setup.
- ·KPI dictionary and update cadence.
- ·Contact / data-room links.
By hand today
New investments invisible until first crisis.
On Atlas
Onboarding checklist into Portfolio module.
Deliverables
- Monitoring profile
- KPI dictionary
- Cadence calendar
Service levels
- Onboarding complete within 10 business days of close pack.
Exclusions
- — Operating the portfolio company
Platform surfaces
PortfolioImport & Analyze
Enables all monitoring revenue.