02 · Fundraising & Investor Relations

Ad hoc LP inquiry response (IR desk)

Platform + expertfrom $850/moExpert ~26 hrs/mo

Bottom line

Standing IR desk that answers LP questions from Atlas truth with expert-reviewed responses.

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

Invoice / proposal description

  • ·Shared IR inbox / ticket queue.
  • ·Draft responses grounded in Atlas data.
  • ·Monthly inquiry log for GP.

By hand today

Partners answer the same DPI question differently each time.

On Atlas

Ticketed responses + data pulls; expert drafts; GP approves sensitive.

Deliverables

  • Ticket SLA
  • Response archive
  • Monthly log

Service levels

  • Standard inquiries acknowledged ≤1 business day; substantive reply ≤3.

Exclusions

  • 24/7 coverage unless separately scoped

Platform surfaces

CFO AdvisorFund DashboardPerformance

Retainer-friendly; expands with LP count.