02 · Fundraising & Investor Relations
Annual LP report
Platform + expertfrom $850/moExpert ~3–6 hrs/mo
Bottom line
Institutional annual LP report combining performance, portfolio, and GP letter—assembled in Atlas, not PowerPoint archaeology.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Annual report outline and metric pack.
- ·Draft report with charts from Atlas.
- ·Two GP revision cycles and final PDF.
By hand today
Once-a-year scramble across five tools.
On Atlas
Compiled from living data; expert production; GP voice.
Deliverables
- Annual report PDF
- Chart pack
- Archive copy
Service levels
- Draft ready within 20 business days of year-end data freeze.
Exclusions
- — Audited financial statements (see fund accounting lines)
Platform surfaces
PerformanceJ-Curve ModelPortfolioCFO Advisor
Premium annual upsell from quarterly IR.