12 · Fund Strategy & Planning
Fund return scenario modeling
Platform-ledfrom $1,500/moExpert ~1–3 hrs/mo
Bottom line
Fund-level return scenarios (base / upside / downside) kept current as the portfolio evolves.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Fund return scenario pack.
- ·Bridge to current portfolio marks.
- ·LP-safe chart exports.
By hand today
Raise-time model abandoned post-close.
On Atlas
Scenario Lab continuous; light expert narrative.
Deliverables
- Scenario pack
- Bridges
- Charts
Service levels
- Scenarios refreshed each quarter with NAV.
Exclusions
- — Forward-looking guarantees
Platform surfaces
Scenario LabPerformanceWaterfall EngineJ-Curve Model
Core Atlas differentiator monetized.