GP · SPV · Per SPV
Syndicate investor onboarding
Every investor on your list is invited at their ticket and taken through verification, signing and admission, then the SPV closing starts on its own.
PlanSyndicate investor onboarding
Clean the list
HeldOperator checks your list for mistyped emails and one person under two addresses, and raises any ticket below the SPV’s minimum.
OperatorInvite each investor
HeldInvites each investor at their ticket. One approval covers them all; change one ticket and only that invitation comes back.
API actionper investorGP approves all in one goOnboard each investor
HeldRuns investor onboarding for each one: Infra One’s compliance desk clears them, they sign, and you countersign and admit them.
Planper investorRemind the stragglers
HeldOperator lists who has stalled and reminds only them.
API actionper investorWaits until a week before closingGP approves all in one goCheck the raise against the cheque
HeldCompares what has been signed with the SPV’s cheque. If it falls short, the plan holds for you to extend or cancel.
OperatorWaits until the closing dateStart the closing
HeldRuns the SPV closing playbook. Investors still onboarding keep going.
PlanReport progress
HeldReports the raise: a co-lead sees invited, signed and admitted counts; you see every investor.
API action
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
- Your SPV is submitted and you release its onboarding plan, or you hand Operator a target list.
- How often
- Per SPV
- Vehicle
- SPV
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
Invite these 25 people to the SPV and get them all onboarded before the 15th.
- You
Onboard the syndicate list for the robotics SPV.
- You
Send the SPV to my investor list and chase whoever stalls.
The outcome
Every investor on your list is invited at their ticket and onboarding, stragglers are reminded, and the closing has started on the closing date.
What it proves
- Cleans your list before anyone gets an invitation.
- Invites every investor behind one approval; a changed ticket comes back on its own.
- Runs a full onboarding for each investor side by side.
- Waits for the dates that matter: a week before closing, then the closing itself.
- Holds for your call when the raise falls short of the cheque.
- Shows a co-lead only the counts, and you every investor.