02 · Fundraising & Investor Relations
Investor pitch deck preparation
Platform + expertfrom $850/moExpert ~2–4 hrs/mo
Bottom line
Turn fund thesis and performance into an investor-ready narrative deck refreshed from Atlas numbers.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Investor deck draft sourced from Atlas metrics.
- ·Two revision cycles with GP narrative input.
- ·Appendix data pack for DDQs.
By hand today
Designer + analyst rebuild slides from stale exports every raise update.
On Atlas
Metrics-linked narrative; expert polishes story; GP owns voice.
Deliverables
- Master deck
- Data appendix
- Change log per close
Service levels
- Metric slides refreshable within 3 business days of quarter close.
Exclusions
- — Registered investment marketing without compliance review
Platform surfaces
CFO AdvisorPerformanceImport & Analyze
High-visibility deliverable that closes adjacent IR lines.