GP · Fund · Yearly
Annual LP meeting
Your annual meeting is set up, every LP invited and chased, the agenda drafted from the year’s numbers, and the recap written for you.
PlanAnnual LP meeting
Set up the meeting
HeldCreates the meeting as a draft event and makes your team its managers.
API actionGP confirmsDraft and publish the agenda
HeldOperator drafts the agenda and a deck outline from the year’s numbers, and the agenda is published once you confirm it.
API actionGP confirmsInvite every LP
HeldInvites every LP contact to the meeting, once you have confirmed the exact list of addresses.
API actionGP confirmsNudge the LPs who haven’t registered
HeldOperator drafts a personal nudge for each LP who hasn’t registered, and they all go out after one approval.
API actionper LPWaits 10 business daysGP approves all in one goHold the meeting
HeldYou hold the meeting while the recorder captures it, then point the plan to the recording.
PersonWaits until the meeting dateGP approvesDraft the recap
HeldOnce you confirm, the meeting is summarized, and Operator drafts the recap from the summary, the transcript and the deck.
OperatorWaits 1 hourGP confirmsSend the recap to every LP
HeldSaves the recap as an investor update and sends it to every LP once you have confirmed the recipient count.
API actionGP confirms
The plan as it runs: each step waits for the one before it, and stops at its gate until the owner approves.
At a glance
Who runs it, and when
- Who runs it
- GP
- What starts it
- Once a year, usually four to eight weeks after the annual report: you give Operator the date.
- How often
- Yearly
- Vehicle
- Fund
Ask Operator
Start it in a sentence
Ask Operator in chat. It drafts the plan for your fund, and nothing runs until you release it.
- You
Set up our annual LP meeting for Fund II on March 12 and handle the invitations.
- You
Invite Fund I’s LPs to the AGM and chase the ones who haven’t registered.
- You
Send the LPs a recap of yesterday’s annual meeting.
The outcome
The meeting ran with a published agenda, every LP was invited and nudged once, and every LP has a recap you didn’t have to write.
What it proves
- Builds the agenda from the year’s numbers in your books.
- Sends nothing to LPs until you have confirmed the exact recipients.
- Nudges every unregistered LP with one approval.
- Waits for the meeting date with no one watching the clock.
- Turns the recording into a recap, so you don’t write one.
- Shows a junior only counts; you see every invitee and their registration.