Playbook · Free download
Anatomy of a
GP Back Office.
We took it apart, role by role, system by system. Here's what we found.
Every GP back office runs on four roles. Bookkeeper, controller, distribution officer, investor relations. Whether you have a team or you're doing it all yourself, this is the work. Most GPs cover three or four of these manually, across five systems that don't talk to each other.
The cost isn't the bookkeeper. It's the integration tax. Every role touches data the others have already keyed in, and the GP is the one in the middle moving it around. That tax runs $4,000 to $8,000 a month before the GP's own time is counted.
We took 12 pages to break it down. Each role, what it costs, where it breaks, and the 4 Claude agents we built to replace it.
What's inside
- A role-by-role autopsy of the GP back office, with the actual cost ranges ($87 to $154K per year, fully loaded).
- The 5-system trap: PMS, QuickBooks, waterfall spreadsheet, portal, email. Why every disconnected system charges a tax you don't see on a P&L.
- The 4-agent architecture. PMS data in, clean books out, agents in the middle.
- A page on each agent: what it does, what it replaces, and the one insight that matters.
- The K-1 outcome: how clean books at the source kill the March to July scramble.
- The Back Office Spectrum. Four levels, where most GPs sit, and the path to Level 4.
This isn't a strategy doc. It's the architecture, with the math behind it.