07 · Valuation & Portfolio Marking
Valuation committee / LPAC presentation
Platform + expertfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Produce valuation committee / LPAC presentation materials that defend marks cleanly.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Committee slide pack from marks workpapers.
- ·Talking points for contested marks.
- ·Decision log capture.
By hand today
Slides that don't match workpapers.
On Atlas
Pack from system of record; expert talking points.
Deliverables
- Slide pack
- Talking points
- Decision log
Service levels
- Draft pack ≥5 business days before committee when marks draft is frozen.
Exclusions
- — Voting as a committee member
Platform surfaces
PortfolioPerformanceCFO Advisor
Governance premium.