GP · Fund · Weekly during a raise
Chase LPs stuck in onboarding
Every LP who has stalled in onboarding gets the one nudge that fits their open step, and anyone still stuck after two rounds lands on your call list.
PlanChase LPs stuck in onboarding
Read where every LP stands
HeldReads the whole pipeline and each LP’s onboarding panel: open steps, signatories still to sign and identity checks in progress.
API actionper LPFind who is stuck
HeldOperator picks the LPs with no progress for a week and sorts them by what they’re waiting on: signatures, a questionnaire, identity or classification, or an unopened invitation.
OperatorChase signatures and questionnaires
HeldTells each investor which signatories are outstanding, and reminds the people holding an open questionnaire. A reminder sent too recently is retried an hour later.
API actionper LPGP approves all in one goNudge KYC and resend invitations
HeldOperator sends an identity or classification nudge, or the invitation again, once you approve. If an LP replies with a question, you take that LP over.
Operatorper LPGP confirmsNudge whoever hasn’t moved
HeldRe-reads the pipeline and sends a second nudge only to the LPs whose stage hasn’t changed since the first round.
OperatorWaits 3 business daysGP confirmsCall the LPs still stuck
HeldAnyone still stuck after two rounds is on your call list, and you log each call.
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 ask who is stuck while a raise or an SPV round is open.
- How often
- Weekly 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
Who’s stuck in onboarding for Fund II? Nudge them.
- You
Chase the LPs who haven’t finished KYC.
- You
Get the SPV subscriptions moving.
The outcome
Every stalled LP got the one nudge that fits their open step, anyone who didn’t move got a second, and the rest are on your call list.
What it proves
- Reads every LP’s onboarding live and works out what each one is waiting on.
- Sends each stalled LP the one reminder that fits their open step, a whole batch behind one approval.
- Retries a reminder that went out too recently, once the hourly limit has passed.
- Waits three business days with no one watching, then nudges only those who didn’t move.
- Lets you take over any LP who replies, and leaves the phone calls to you.