12 · Fund Strategy & Planning

Investment thesis & construction modeling

Platform + expertfrom $1,500/moExpert ~25 hrs/mo

Bottom line

Translate investment thesis into portfolio construction models partners can stress-test.

Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.

Invoice / proposal description

  • ·Thesis → construction model in Atlas.
  • ·Sector / stage / check-size constraints.
  • ·Partner workshop readout.

By hand today

Thesis slide with no construction math.

On Atlas

Construction model + expert workshop.

Deliverables

  • Construction model
  • Constraint set
  • Workshop readout

Service levels

  • Model draft ≤10 business days from thesis inputs.

Exclusions

  • Guaranteed investment performance

Platform surfaces

Scenario LabPortfolioCFO Advisor

Strategy advisory premium.