02 · Fundraising & Investor Relations

Annual LP meeting production

Platform + expertfrom $850/moExpert ~25 hrs/mo

Bottom line

Produce the annual LP meeting narrative, metrics, and follow-ups without a full IR production team.

Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.

Invoice / proposal description

  • ·Meeting agenda and speaker run-of-show.
  • ·Metric and portfolio slide pack from Atlas.
  • ·Post-meeting Q&A log and follow-ups.

By hand today

Agency-style production once a year at startup cost.

On Atlas

Atlas metrics + expert production management.

Deliverables

  • Slide pack
  • Run-of-show
  • Follow-up log

Service levels

  • Draft deck ≥10 business days before meeting date.

Exclusions

  • Event venue / AV production costs

Platform surfaces

PerformancePortfolioCFO Advisor

Premium annual engagement with clear deliverable.