12 · Fund Strategy & Planning
Performance benchmarking program
Platform + expertfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Standing benchmarking program (peers / PME / vintage) for LP reporting and internal strategy.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Benchmark framework selection.
- ·Periodic benchmark refresh.
- ·LP-ready benchmark exhibits.
By hand today
Benchmarks only in marketing crises.
On Atlas
Framework + refresh cadence; expert narrative; data licenses pass-through.
Deliverables
- Framework
- Refresh pack
- LP exhibits
Service levels
- Refresh at least annually and with annual LP report cycle.
Exclusions
- — Licensed data fees (pass-through)
Platform surfaces
Performancevl-pmeCFO Advisor
Recurring IR/strategy attach.