Prepare an LP to meet with their fund manager (GP): review the fund's latest reporting, surface what changed since last period, and draft the questions worth raising. Use when someone is getting ready for a manager call, quarterly check-in, annual meeting, LPAC meeting, or a re-up decision — for example "I have my quarterly call with this manager next week, help me prep," "what changed in this fund this quarter," "what should I ask them about these marks," or "what are the red flags in this reporting package." Draws on Chronograph fund and portfolio data when connected — captured reporting such as fund performance, schedules of investments, and portfolio company KPI profiles — and asks the LP to provide anything else it needs, such as a capital account statement, investor letter, or AGM or board deck.
75
92%
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