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GP · Fund · Once per fund

Invite existing LPs into the next fund

LPs from your earlier funds and SPVs get a personal re-up approach with a suggested ticket, and the ones who say yes get their invitation to the new fund.

PlanInvite existing LPs into the next fund

  1. Read your earlier investors

    Held

    Reads the investors in every earlier fund and SPV.

    API actionper vehicle

  2. Brief each relationship

    Held

    Operator briefs you on every LP relationship, counting each person once, with a suggested ticket from their past commitments.

    Operator

  3. Create the re-up group

    Held

    Once you approve the brief, creates a contact group for the re-up that your team can see.

    API actionGP approves

  4. Pick the LPs to approach

    Held

    Adds the LPs you pick to the group, all approved in one go. The ones you decline stay out.

    API actionper LPGP approves all in one go

  5. Start the email sequence

    Held

    Enrolls the group in your short re-up email sequence, sent from you, once you confirm the group and its size.

    API actionGP confirms

  6. Sort the replies

    Held

    Operator reads the replies and sorts them into yes, later and no.

    OperatorWaits 7 days

  7. Invite every yes

    Held

    Invites each LP who said yes to the new fund with their ticket. A ticket you change comes back on its own.

    API actionper LPGP approves all in one go

  8. Call the rest

    Held

    You get a call list of the LPs who said later or didn’t reply, and log the calls.

    PersonGP approves

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 open the raise for your next fund.
How often
Once per fund
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

    Reach out to all Fund I LPs about Fund II.

  • You

    Who from our SPVs should we bring into Fund II?

  • You

    Start the re-up campaign for the new fund.

The outcome

Every LP you chose got a personal approach, each yes has an invitation to the new fund with their ticket, and you have a call list for the rest.

What it proves

  • Reads the investors in every earlier fund and SPV, and counts each person once.
  • Suggests each LP’s ticket from what they committed before.
  • Approaches no one until you have approved the list, and asks again before the sequence starts.
  • Waits a week for replies with no one watching, then sorts them for you.
  • Invites every yes in one approval, and brings back a ticket you changed.

Run it on your fund

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

Talk to a human