02 · Fundraising & Investor Relations
Data room build & maintenance
Platform-ledfrom $450/moExpert ~1–3 hrs/mo
Bottom line
Institutional LP data room structure, permissions, and freshness checks—kept current without a full-time IR associate.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Data room taxonomy and permission model.
- ·Document freshness checks against raise stage.
- ·LP access logs summary for GP.
By hand today
Shared Drive folders with no index and expired materials.
On Atlas
Structured room + freshness rules; light expert QC.
Deliverables
- Indexed data room
- Freshness report
- Access log summary
Service levels
- Critical docs flagged stale within 7 days of defined refresh cadence.
Exclusions
- — Hosting of materials outside Atlas-approved storage policy
Platform surfaces
Import & Analyzedocument workspace
Platform-native; scalable across concurrent raises.