Playbooks
Recurring fund work, run end to end: you approve, Infra One does the rest.
Portfolio
8 playbooks
- GP · Fund · Per board meeting
Board meeting prep and follow-up
You walk into each board meeting with a prep pack, and walk out with its action items as tasks and anything that moves the valuation flagged.7 steps - GP · Fund · Per deal
Diligence kickoff and data room request
When a deal enters diligence, the founder gets your questions and an upload link the same day, anything missing is chased, and each reviewer has a task.8 steps - GP · Fund · Per round
Follow-on and pro-rata decision
When a portfolio company raises, your IC gets a cited follow-on memo, and an approved follow-on is recorded on the fund at the IC’s amount.5 steps - GP · Fund · Per deal
Investment committee memo and vote
The deal reaches its IC with a cited memo filed on it, every member’s vote on record and the decision noted on the company.7 steps - GP · Fund · Per deal
New investment closing
IC approval becomes a closed, booked holding, with every signature, payment fact and executed document in one place.8 steps - GP · Fund · Quarterly
Quarterly portfolio company updates
Every portfolio company is asked for its quarterly numbers in one approval and chased once, and you end with a cited table of the quarter’s KPIs and red flags.7 steps - Fund admin · Fund · Per round
Update a cap table after a round
After a portfolio company closes a round, its cap table is current, backed by the round documents, and the fund’s ownership is checked against its own records.7 steps - GP · Management company · Weekly
Weekly dealflow triage
Every new deal in the inbox is scored against your thesis, the fits are booked for a first call and the rest are declined, in one sitting.6 steps
Hand over the work you repeat
Talk to the team about the playbooks your fund would run first.