The LP annual meeting
Content, data and follow-up for the year's most important LP conversation.
What do LPs expect from an annual meeting?
A clear account of fund performance and portfolio health, candid discussion of challenges, the GP's outlook and plans — including any next fundraise — and access to the investment team.
Data
Audited figures, performance by deal and fund, valuation bridges and pacing. Pull it from the ledger so it matches the reports LPs already have.
Format
Short presentations, deep portfolio sessions, time for questions. Share materials through the portal before and after.
Follow-up
Log questions and commitments in the CRM and close them out.
Questions
Can materials be restricted by fund?
Yes, with document permissions in the portal.
Want to see this on your own fund?
Name and work email. A person replies within one business day, usually with times for a demo on a structure like yours.
Talk to us
Name and work email. We reply within one business day, from a person.
Sent.
Someone from FUN/D will email you within one business day. If it's urgent, call +1-212-658-0862.