Playbook · Free download
The AI-Native
GP Playbook
Asset management, reporting, and distributions on autopilot.
Most GPs spend 40–60% of their time on spreadsheets, chasing numbers across disconnected systems, and paying $4,000–$8,000/month for a back office that still makes them look disorganized to LPs.
The operators who raise easily have figured out something different. We talked to one who manages $50M+ with two people. Institutional partners thought they had a 10-person team.
This playbook breaks down exactly how they built it.
Inside the playbook
- Why your LPs already know your back office is messy (and what it's costing you).
- The 6-step workflow that cuts distribution time from 4 hours to 10 minutes.
- The exact Claude Projects setup one GP uses for asset management and reporting.
- How to look like a 10-person team with 2 people.
- A self-assessment checklist to score your current operations.
If your back office is costing you time, money, and LP trust, this playbook shows you exactly what to change.