GP · Fund · Weekly during a raise
Weekly fundraising review
One brief each week: where the raise stands, who moved, who stalled, and a next action per LP that lands as a task for its owner.
PlanWeekly fundraising review
Read the pipeline
HeldReads every LP in the raise, with the amounts signed and indicated so far.
API actionRead your CRM board
HeldReads the deals on your fundraising board and the stage each one is in.
API actionRead data room activity
HeldReads who has been reading which documents in your fundraising data room.
API actionWrite the weekly brief
HeldOperator writes one page: money signed against target and hard cap, your pace, who moved, who went quiet, and a next action for each LP.
OperatorReview the brief
HeldYou read the brief and approve it before anything is created.
PersonGP approvesTurn next actions into tasks
HeldEach next action becomes a CRM task for whoever owns that LP, with a due date. You approve them all in one go.
API actionper next actionGP approves all in one go
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
- Monday morning, while the fund is raising.
- 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
Give me this week’s Fund II raise update.
- You
Where are we on the raise, and who should I call?
- You
Weekly fundraising review, please.
The outcome
You have the week’s brief, every next action you approved is a task with an owner and a due date, and your team sees only what they should.
What it proves
- Reads the pipeline, the CRM board and data room activity live, not from a spreadsheet.
- Writes a brief with money signed against target, pace, and who moved or went quiet.
- Creates nothing until you’ve approved the brief, then every task in one go.
- Shows a junior totals and counts, and a placement agent counts only, never names.
- Keeps Operator’s work inside a spend budget.