Playbooks
Recurring fund work, run end to end: you approve, Infra One does the rest.
Fundraising
10 playbooks
- GP · Fund · Per DDQ
Answer a due diligence questionnaire
An institutional prospect’s DDQ comes back answered from your own documents, every answer cited, reviewed by compliance and shared through your data room.7 steps - GP · SPV · Per deal
Co-investment offer to LPs
The rest of a deal goes to the LPs with the right or the wish to co-invest, each with an allocation and a deadline, and every yes goes into onboarding.7 steps - GP · Fund · Per meeting
Follow up after an LP meeting
After a call with a prospective LP, every promise is an action item, the materials sit behind one link, and the follow-up waits in your drafts.6 steps - GP · Fund · Once per fund
Invite existing LPs into the next fund
LPs from your earlier funds and SPVs get a personal re-up approach with a suggested ticket, and the ones who say yes get their invitation to the new fund.8 steps - GP · Fund · Once per fund
Run the first close
On the date you set, every LP on the closing list is onboarded and admitted, the first call is out and LPs have the closing announcement.7 steps - GP · SPV · Per deal
Set up a deal SPV
From a deal you want to syndicate to a submitted SPV with its investment link, its deal room and investor onboarding ready to release.7 steps - GP · SPV · Per deal
Test syndicate demand before an SPV
Before you take an allocation, you know how much your syndicate will put in, you make the call, and on a go the SPV setup starts by itself.6 steps - GP · Fund · Daily during a raise
Triage inbound LP interest
Every pending data room and Explorer request gets your decision in one batch, with a fit note per requester, and only the prospects you approve enter your CRM, enriched.7 steps - 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.5 steps - 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.6 steps
Hand over the work you repeat
Talk to the team about the playbooks your fund would run first.