07 · Valuation & Portfolio Marking
Methodology application & consistency
Platform-ledfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Enforce methodology consistency across companies and quarters so auditors and LPs see discipline.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Methodology checklist per mark.
- ·Cross-portfolio consistency report.
- ·Exception log with rationale.
By hand today
Different partner, different method.
On Atlas
Checklist enforcement in workflow; light expert on exceptions.
Deliverables
- Consistency report
- Exception log
Service levels
- Consistency report with each quarterly marks cycle.
Exclusions
- — Overriding GP committee judgments
Platform surfaces
Portfoliovaluation policy
Audit defensibility attach.