07 · Valuation & Portfolio Marking

PME & peer benchmarking

Platform + expertfrom $1,500/moExpert ~13 hrs/mo

Bottom line

Public market equivalent and peer framing for LP conversations and annual reports.

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

Invoice / proposal description

  • ·PME calculation pack.
  • ·Peer framing memo (with available benchmarks).
  • ·LP-ready chart set.

By hand today

PME only when an LP asks awkwardly.

On Atlas

PME from cashflows; expert narrative; third-party benchmarks as licensed.

Deliverables

  • PME pack
  • Peer memo
  • Charts

Service levels

  • PME refreshed annually and on major LP request ≤10 business days.

Exclusions

  • Licensed benchmark data fees (pass-through)

Platform surfaces

PerformanceCFO Advisor

IR differentiation.