Skip to content

GP · Management company · Quarterly

Quarterly access review

Drive, Slack and data room access is checked against your policy, the fixes you approve are applied, and a dated record is filed for auditors and LPs.

PlanQuarterly access review

  1. Run a fresh Drive audit

    Held

    Starts a new audit of your Google Drive and reads the policy report once it has finished, retrying until the fresh results are in.

    API actionWaits 1 hour

  2. Read who has access

    Held

    Reads direct access in Drive, Slack members and guests, your team’s accounts and every data room share link.

    API action

  3. Rank the findings

    Held

    Operator lists every finding with its source, from direct shares and expired external members to stale links and inactive admins, and proposes a fix for each.

    Operator

  4. Approve the fixes

    Held

    You review the findings and approve the fixes you want.

    PersonGP approves

  5. Remove access that breaks the policy

    Held

    Removes direct members from access groups and external members past their expiry, each list behind one approval.

    API actionper memberGP approves all in one go

  6. Expire stale share links

    Held

    Expires every stale data room link today, after one approval.

    API actionper linkGP approves all in one go

  7. File the review record

    Held

    Files a dated record of the review in your compliance folder, ready for the next audit or DDQ.

    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
Each quarter, or before an audit or an LP’s due diligence questionnaire.
How often
Quarterly
Vehicle
Management company

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

    Run our quarterly Drive and data room access review.

  • You

    Who outside the firm still has access to our files?

  • You

    Get our access review ready for the DDQ.

The outcome

Every access finding is fixed or signed off, and a dated review record sits in your compliance folder for auditors and LPs.

What it proves

  • Checks Drive, Slack and your data rooms against your access policy in one run.
  • Waits for the audit to finish, and retries until the fresh results are in.
  • Cites the source of every finding.
  • Changes nothing until you have approved the fixes, each list in one go.
  • Shows a junior only counts of findings; you see each one.

Run it on your fund

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

Talk to a human