07 · Valuation & Portfolio Marking
Valuation policy (ASC 820) authoring
Platform + expertfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Author and maintain an ASC 820-aligned valuation policy the firm can actually operate each quarter.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Valuation policy draft / refresh.
- ·Operating checklist mapped to Atlas workflow.
- ·LPAC / auditor-ready policy PDF.
By hand today
Copied policy nobody follows.
On Atlas
Policy + operating checklist tied to quarterly marks workflow.
Deliverables
- Policy PDF
- Operating checklist
- Version history
Service levels
- Material policy updates within 15 business days of GP request.
Exclusions
- — Legal certification of policy
Platform surfaces
document workspaceCFO Advisor
Foundation for recurring valuation revenue.