Playbooks
Recurring fund work, run end to end: you approve, Infra One does the rest.
Onboarding
7 playbooks
- GP · Fund · Weekly during a raise
Chase LPs stuck in onboarding
Every LP who has stalled in onboarding gets the one nudge that fits their open step, and anyone still stuck after two rounds lands on your call list.6 steps - Fund admin · Fund · Per new LP
Check subscriptions before countersign
Each subscription is checked against its invitation the moment the LP signs, so you only countersign clean files and defective ones go back with exactly what to fix.5 steps - Fund admin · Fund · As terms change
LPA obligations register
The terms your fund runs on are read out of the LPA and every side letter, checked against their clauses, and set up in the fund.7 steps - Fund admin · Fund · Once per fund
Onboard a client fund
Your fund application becomes a working fund on Infra One: entities attached, books ready, data room linked, your team invited and the LPA’s terms registered.9 steps - GP · SPV · Per SPV
Syndicate investor onboarding
Every investor on your list is invited at their ticket and taken through verification, signing and admission, then the SPV closing starts on its own.7 steps - Fund admin · Fund · Once per fund
Take over a fund from its old administrator
Your fund moves from its previous administrator to Infra One with books that tie to its last statements, and its first quarter close runs on Infra One.9 steps - Fund admin · Fund · Daily during a raise
Work the KYC review queue
Every LP waiting on KYC has a complete review file, missing documents are requested the same day, and your compliance officer only has to decide.5 steps
Hand over the work you repeat
Talk to the team about the playbooks your fund would run first.