07 · Valuation & Portfolio Marking
Valuation support documentation
Platform-ledfrom $850/moExpert ~1–2 hrs/mo
Bottom line
Archive valuation support so every mark has a retrievable evidence pack.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Evidence pack per marked position.
- ·Index for auditor / LP DD.
- ·Retention per policy.
By hand today
Evidence scattered across laptops.
On Atlas
Vault + index tied to marks cycle.
Deliverables
- Evidence packs
- Index
Service levels
- Packs complete with marks committee pack.
Exclusions
- — Creating false market evidence
Platform surfaces
document workspacePortfolio
Low hours, high audit value.