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GP · Fund · Per new LP

Turn a verbal yes into a subscription

The moment a prospect’s deal reaches Committed, they get an invitation with the agreed ticket, and onboarding runs to admission without anyone remembering to send it.

PlanTurn a verbal yes into a subscription

  1. Wait for the yes

    Held

    Watches the prospect’s deal on your CRM board, and reads its amount and contact the moment it moves to Committed.

    API actionWaits until the deal reaches Committed

  2. Create the invitation

    Held

    Operator creates the invitation with the agreed ticket, on the fund’s standard terms or the custom terms in the deal. Nothing is emailed yet.

    OperatorGP confirms

  3. Run investor onboarding

    Held

    Runs the onboarding playbook: the invitation goes out once, then KYC, compliance clearance, signing and your countersignature, until the LP is admitted.

    Plan

  4. Link the deal to its investment

    Held

    Links the deal in your CRM to the admitted investment once you confirm the match. If no investment matches, the plan stops for you to sort it out.

    API actionGP confirms

  5. Close the deal as won

    Held

    Operator marks the deal as won on your board once you approve.

    OperatorGP 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
A prospect’s deal moves to Committed in your CRM.
How often
Per new LP
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

    When the pension fund moves to Committed, send them the subscription.

  • You

    Send the family office the Fund II docs once they commit.

  • You

    Set up the subscription for the yes I just logged.

The outcome

The agreed ticket became an invitation, the LP was onboarded and admitted, and the deal in your CRM is linked to the investment and closed as won.

What it proves

  • Starts the moment a deal moves to Committed, with no one watching the board.
  • Carries the agreed ticket and terms from the deal into the invitation, with no retyping.
  • Runs the whole investor onboarding playbook as one of its steps.
  • Sends the invitation once, and links nothing until you confirm.
  • Stops when no investment matches the deal, and picks up once you’ve sorted it.

Run it on your fund

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

Talk to a human