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Fund admin · Fund · Daily

Answer LP questions

The day’s LP emails are sorted and answered from the fund’s own records, with the figures shown, and anything still open after two business days goes to you.

PlanAnswer LP questions

  1. Read the inbox and the books

    Held

    Reads the investor relations inbox, every LP’s capital account and the capital calls sent.

    API action

  2. Sort each question

    Held

    Operator reads each email, finds the LP behind it and sorts the question: capital call, statement, tax, transfer, contact change or other.

    Operatorper email

  3. Draft the answer

    Held

    Drafts each reply from the LP’s own records and shows the figures it used. Transfers and side-letter questions go to you to answer.

    Operatorper email

  4. Send the replies

    Held

    Sends each reply in its thread and marks the thread done. The fund admin approves the batch in one go, and an edited reply comes back on its own.

    API actionper emailFund admin approves all in one go

  5. Escalate what’s still open

    Held

    Checks the inbox again and flags any thread from the batch that is still open for you.

    OperatorWaits 2 business days

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
Fund admin
What starts it
LP emails arrive in your fund’s investor relations mailbox.
How often
Daily
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

    Clear today’s LP questions for Fund I.

  • You

    Answer the investor emails in the IR inbox.

  • You

    What did LPs ask us today? Draft the replies.

The outcome

Every LP email in the batch has a reply in its thread with the figures used, judgement calls went to you, and anything left open was flagged.

What it proves

  • Answers from the fund’s ledger, capital calls and documents, and shows the figures it used.
  • Hands transfers and side-letter questions to you, and you take those over.
  • Sends no reply until the fund admin has approved the batch; an edited reply comes back on its own.
  • Checks again two business days later and flags anything still open.
  • Shows you counts by type and response time; the fund admin sees each thread.

Run it on your fund

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

Talk to a human