12 · Fund Strategy & Planning
Fund II+ raise planning
Platform + expertfrom $2,500/moExpert ~2–6 hrs/mo
Bottom line
Plan Fund II+ timing, track record packaging, and raise workstreams from Atlas performance truth.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Raise readiness assessment.
- ·Track record package from Atlas.
- ·Raise workplan and milestone calendar.
By hand today
Raise planning starts too late with incomplete track record.
On Atlas
Readiness + track record + workplan; expert program-manages.
Deliverables
- Readiness assessment
- Track record pack
- Workplan
Service levels
- Workplan status biweekly while raise planning is active.
Exclusions
- — Placement agent services
Platform surfaces
PerformanceScenario LabCFO AdvisorIR modules
Large strategic engagement; opens full IR stack.