06 · Portfolio Management & Monitoring
Monthly / quarterly update collection
Platform-ledfrom $450/moExpert ~2–5 hrs/mo
Bottom line
Chase and ingest portco updates on a cadence so the portfolio dashboard stays live.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Update request cadence per company.
- ·Ingestion into Atlas portfolio records.
- ·Delinquency report to deal owners.
By hand today
IR/ops nags founders in Slack forever.
On Atlas
Cadenced requests + import; expert only on chronic delinquents.
Deliverables
- Update intake
- Delinquency report
- Dashboard refresh
Service levels
- Delinquency report weekly during active collection windows.
Exclusions
- — Forcing founder compliance beyond escalation
Platform surfaces
PortfolioImport & Analyze
Core monitoring retainer.