Playbooks
Recurring fund work, run end to end: you approve, Infra One does the rest.
Portfolio
7 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
Hand over the work you repeat
Talk to the team about the playbooks your fund would run first.