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GP · Fund · Daily during a raise

Triage inbound LP interest

Every pending data room and Explorer request gets your decision in one batch, with a fit note per requester, and only the prospects you approve enter your CRM, enriched.

PlanTriage inbound LP interest

  1. Read the pending requests

    Held

    Reads every pending access request on your fundraising data room and on the fund’s Explorer listing.

    API action

  2. Look up each requester

    Held

    Checks each requester against your CRM, so you know who is already a contact.

    API actionper requester

  3. Write a fit note for each

    Held

    Operator writes a one-line fit note for each requester against your LP criteria, with a recommendation to approve or decline.

    Operator

  4. Approve the good fits

    Held

    Approves the requests you agree with, each shown with its fit note, and lets each requester know. One you take out of the batch stays pending for another day.

    API actionper requestGP approves all in one go

  5. Decline the rest

    Held

    Declines the requests that don’t fit, and each requester gets a polite answer.

    API actionper requestGP approves all in one go

  6. Add new prospects to your CRM

    Held

    Adds each approved requester who isn’t a contact yet to your inbound prospects group, at the reviewing materials stage.

    API actionper prospectGP approves all in one go

  7. Enrich each new contact

    Held

    Operator looks each new contact up with your enrichment provider and fills in their details once you approve the lookup. A lookup that times out is tried again.

    Operatorper contact

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
Access requests come in while your fund is raising, and you ask Operator to go through them each day.
How often
Daily during a raise
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

    Go through today’s data room requests for Fund II.

  • You

    Who asked for access this week? Approve the good ones.

  • You

    Triage the Explorer requests.

The outcome

Every pending request is approved or declined as you decided, every requester has heard back, and only the people you approved are in your CRM, enriched.

What it proves

  • Checks every requester against your CRM before it writes a word.
  • Writes a fit note for each requester against your own LP criteria.
  • Approves or declines a whole batch in one go; a request you take out stays pending.
  • Adds only the people you approved to your CRM, already enriched.
  • Tries a timed-out lookup again and keeps the run inside its spend budget.
  • Answers every requester, by email or in the app.

Run it on your fund

Talk to the team about running this playbook on your own fund.

Talk to a human