06 · Portfolio Management & Monitoring
Board materials & prep support
Platform + expertfrom $850/moExpert ~2–5 hrs/mo
Bottom line
Help deal leads prep board packs from Atlas monitoring data—faster, more consistent.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Board pack data pull from Atlas.
- ·Draft metrics section for board materials.
- ·Pre-board briefing note for deal lead.
By hand today
Associates rebuild board metrics every time.
On Atlas
Data pull + expert draft; deal lead owns board voice.
Deliverables
- Metrics section
- Briefing note
- Source links
Service levels
- Draft metrics ≤3 business days before board when data is in.
Exclusions
- — Attending boards as director
Platform surfaces
PortfolioCFO AdvisorImport & Analyze
Partner time saved—clear ROI.