Playbooks
Recurring fund work, run end to end: you approve, Infra One does the rest.
Fundraising
7 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 · 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 · 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.