Your first 30 days running a fund.
Four weeks, one focus each. Do the small version of every step and tighten it later.
- Week 1
Set the foundations
Create the fund, record its size and your thesis, and invite the people who will use it.
Done when every teammate can sign in and sees the same fund.
- Week 2
Put the pipeline on the record
Add live deals, agree how the committee decides, and write down each decision as it is made.
Done when your next investment committee runs from the system, not from memory.
- Week 3
Bring the portfolio in
Add each company with its ownership and latest valuation, then ask founders for a first update through a secure link.
Done when you can answer "what do we own, and what is it worth?" in one place.
- Week 4
Report to your LPs
Set up each LP's account, then produce the first capital account statement and quarterly report from the same numbers.
Done when an LP can open their portal and find a figure that matches your report.
Where each step lives: funds and LP reporting · deal flow and IC · portfolio and cap tables · founder updates.
Start in a free Explorer workspace to try the first three weeks with your own data; teammates, founder links and the LP portal come with a plan.