07 · Valuation & Portfolio Marking
Third-party valuation coordination
Atlas-orchestratedfrom $1,500/moExpert ~1–3 hrs/mo
Bottom line
Coordinate third-party valuers: data room, timelines, and reconciling their marks into Atlas.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·Valuer data pack and Q&A tracker.
- ·Timeline to committee.
- ·Reconciliation of third-party marks into Atlas.
By hand today
Valuer waits on incomplete packs.
On Atlas
Coordination + recon; valuer owns opinion.
Deliverables
- Data pack
- Q&A log
- Marks recon
Service levels
- Valuer questions acknowledged ≤2 business days.
Exclusions
- — Issuing the independent valuation opinion
Platform surfaces
document workspacePortfolio
Coordination fee on top of valuer cost.