02 · Fundraising & Investor Relations
LP target list & CRM management
Platform + expertfrom $450/moExpert ~2–5 hrs/mo
Bottom line
Maintain a living LP CRM with stage, owner, and next action so the raise has a pipeline—not a spreadsheet graveyard.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·LP CRM with stages, owners, and next actions.
- ·Weekly pipeline hygiene and stale-deal flags.
- ·Export for IC / LPAC updates on the raise.
By hand today
Excel CRM that diverges per partner.
On Atlas
Structured CRM fields + expert weekly hygiene.
Deliverables
- LP pipeline board
- Weekly stale report
- Raise forecast
Service levels
- Pipeline hygiene pass weekly while raise is active.
Exclusions
- — Broker-dealer solicitation
- — Guaranteed LP introductions
Platform surfaces
Import & AnalyzeFund Dashboard
Recurring during raise; expands into IR desk post-close.