02 · Fundraising & Investor Relations
Quarterly LP letters & reporting
Platform-ledfrom $1,500/moExpert ~2–4 hrs/mo
Bottom line
Quarterly LP letters drafted from live Atlas performance and portfolio data—reviewed by an expert, owned by the GP.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Draft quarterly LP letter from Atlas metrics.
- ·Portfolio commentary scaffolding for GP edits.
- ·Distribution package (PDF + optional portal upload).
By hand today
Associates paste numbers into Word three weeks after quarter end.
On Atlas
Auto-draft from modules; expert QC; GP narrative polish.
Deliverables
- Draft letter
- Metric appendix
- Send-ready PDF
Service levels
- Draft letter within 10 business days of quarter-end data freeze.
Exclusions
- — Marketing rule legal sign-off without compliance line
Platform surfaces
PerformancePortfolioFund DashboardCFO Advisor
Flagship recurring IR revenue; pure Atlas product fit.