GP · Fund · Per meeting
Follow up after an LP meeting
After a call with a prospective LP, every promise is an action item, the materials sit behind one link, and the follow-up waits in your drafts.
PlanFollow up after an LP meeting
Tag and summarize the meeting
HeldTags the meeting as a call with a prospective LP and asks for its summary.
API actionFind what you promised
HeldOperator reads the summary and transcript and lists each promise, the files you offered and the deal’s next stage.
OperatorWaits 10 minutesTrack each promise
HeldEach promise becomes an action item on the meeting, all approved in one go.
API actionper promiseGP approves all in one goShare the promised files
HeldShares exactly the files you promised with the LP, behind one data room link.
API actionGP confirmsDraft the follow-up email
HeldOperator leaves a follow-up email with the link in your own drafts. You send it when you’re ready.
OperatorGP confirmsMove the deal forward
HeldMoves the prospect’s deal to its next stage on your fundraising board.
OperatorGP 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
- You finish a recorded call with a prospective LP.
- How often
- Per meeting
- 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
Follow up on my call with the pension fund this morning.
- You
Send the family office what I promised them.
- You
Wrap up the LP meeting I just had.
The outcome
Every promise from the call is tracked, the promised files sit behind one link, the follow-up waits in your drafts, and the deal has moved on.
What it proves
- Tags the meeting and asks for its summary as soon as you release the plan.
- Waits for the summary to be ready before reading the call.
- Turns each promise in the transcript into its own action item, approved in one go.
- Shares exactly the files you promised, and nothing else.
- Writes the follow-up email but never sends it: that stays with you.