GP · SPV · Per company report

SPV investor update

When the SPV’s company reports, its investors get a short, accurate update with the new metrics and mark, sent with one approval.

PlanSPV investor update

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Extract the company’s metrics
Held
Finds the company’s newest report and extracts its metrics once you confirm, retrying if the extraction fails for a passing reason.
API actionWaits 30 minutesGP confirms
Review the metrics
Held
You accept or decline each metric the extraction found.
PersonGP approves
Draft the update
Held
Operator drafts a short update with the highlights, the round and the mark, and what they mean for the SPV, citing the report. Anyone on your team can take it over.
Operator
Create the update
Held
Creates the update on the SPV once you have read the draft.
API actionGP confirms
Send it to every investor
Held
Sends the update to every SPV investor once you have seen the recipient count. Each investor sees only their own copy; you see who received it.
API actionGP 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: The SPV’s company sends its quarterly update or closes a new round.
How often: Per company report
Vehicle: SPV

Ask Operator

Ask Operator in chat. It drafts the plan for your fund, and nothing runs until you release it.

You
The company in our healthtech SPV just reported; draft and send the investor update.
You
Update the SPV investors on the Q3 numbers.
You
Tell the SPV investors about the new round and our mark.

The outcome

What it proves

Pulls the metrics out of the company’s own report, and retries if the extraction fails for a passing reason.
Drafts nothing until you have accepted the metrics.
Sends nothing until you have seen the draft and the recipient count.
Lets anyone on your team take over the draft.
Shows each investor only their own copy, and you every recipient.

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