07 · Valuation & Portfolio Marking
J-curve & vintage analysis
Platform-ledfrom $850/moExpert ~0.5–2 hrs/mo
Bottom line
J-curve and vintage views that explain fund timing to LPs and internal pacing debates.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·J-curve dashboard and narrative.
- ·Vintage comparison views.
- ·Export for LP letters / annual report.
By hand today
Static charts rebuilt yearly.
On Atlas
J-Curve module continuous.
Deliverables
- J-curve views
- Vintage pack
- Export
Service levels
- Views current with NAV / cashflow updates.
Exclusions
- — Predicting future returns
Platform surfaces
J-Curve ModelPerformanceScenario Lab
LP education attach to IR.