1
Pull every deal in Affinity that's been in diligence for more than 30 days without an update — draft a status check email to each founder in my voice.
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2
Show me all portfolio companies in Notion whose last board update is more than 45 days old and flag which ones have a board meeting coming up in the next two weeks.
3
Draft the Q3 LP report — pull cash position from Plaid, portfolio company KPIs from Notion, and deal activity from Affinity into our standard quarterly letter format.
4
Find every investor reference we've collected in Gmail over the past 6 months for the fund's top three portfolio companies and summarize the key themes by company.
5
Pull the deal pipeline from Affinity, filter to Series A and B stage, and show me which ones came through warm intros versus cold inbound in the last quarter.
6
Build the IC memo template for the new deal we're reviewing — pull company background from Google Docs, comparable exits from Notion, and founder LinkedIn activity into our standard 6-section format.
7
Show me all LP commitments in Notion where the signed subscription doc hasn't been received yet and draft a follow-up email to each LP's contact.
8
Pull Plaid activity for the last 30 days and reconcile management fee receivables against the capital call schedule — flag any discrepancy over $10K.
Common actions
Update a deal stage in Affinity
Create a portfolio company page in Notion
Send an LP update via Gmail
Archive a passed deal in Affinity