LP follow-up
Turn AI meeting notes into follow-ups in your voice. Keep investor conversations moving.
Human + AI support for private equity
More time for fundraising.
Less time on everything else.
Get a dedicated, full-time executive assistant who uses AI to handle LP follow-up, your inbox, and your calendar. You focus on investor relationships.
Recruiting, payroll, and ongoing support included.
A real person running the tools and owning the follow-through.
What comes off your plate
You take the meeting.
We handle what comes next.
CRM & next steps
Log the conversation. Track commitments. Chase requests. Nothing stays buried in your notes.
Inbox & scheduling
Surface urgent emails. Book the next LP meeting. Handle travel and reschedules.
Fundraising
More room to raise your next fund.
- Prospective LP meetings & follow-ups
- Warm introductions & relationship tracking
- Investor updates & document requests
Private equity
Keep LP relationships moving.
- LP & adviser meeting coordination
- Fundraising CRM & follow-up tracking
- Investor requests & portfolio admin
A human behind the AI
Your tools. Your voice.
One person making it work.
Map your fundraising workflow.
Choose the work to hand off, your tools, and working hours.
Meet your dedicated assistant.
We recruit for your role and align on your tone and approval rules.
Connect. Delegate. Keep meeting.
Your assistant uses AI across the handoffs. We handle payroll and ongoing support.
A few practical details
Before you
get started.
Is this a full-time, dedicated assistant?
Yes. One assistant dedicated to your priorities. We agree on working hours and time-zone overlap before onboarding.
Do I need to figure out the AI tools?
No. We map the workflow around your meeting notes, email, calendar, and CRM. Your assistant runs the tools; you set access and sending approvals.
Is this an investment analyst?
No. Your assistant owns follow-through, not your pitch or investment decisions. You build relationships and lead the fundraising.
Your dedicated, full-time executive assistant
Spend your next hour with an LP.
$2,750 / month
Recruiting, payroll, and ongoing support included.
Book a 15-minute fit call