Playbooks
Recurring fund work, run end to end: you approve, Infra One does the rest.
Compliance
3 playbooks
- GP · Fund · Per vehicle
Form D and state notices
Within 15 days of the first sale, your filing agent files Form D and the state notices from data Operator assembled, and the receipts are filed with the vehicle.8 steps - GP · Management company · Monthly
Monthly compliance calendar
One list of the next 60 days’ compliance deadlines, each with an owner and a reminder, and every filing sent to your consultant with its receipt on file.7 steps - 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.7 steps
Hand over the work you repeat
Talk to the team about the playbooks your fund would run first.