Sales & CRM

How to create a sales enablement content library as Asset Management Founders

Sales & CRMFor Asset Management Founders3 apps12 steps~24 min to set up

You're raising capital and managing a portfolio with no analyst, no marketing associate, and no design budget. Your 'sales enablement library' is a folder of PDFs that are three versions behind, a pitch deck you updated at midnight before your last LP meeting, and a Notion page nobody has touched in six months. When a placement agent asks for your track record tear sheet or a prospect LP wants a one-pager on your strategy, you're rebuilding it from scratch each time — pulling numbers from QuickBooks, copying cells from a model, and wrestling with Google Slides at 11pm. There's no single source of truth for what your fund does, what your returns are, or how you tell the story. Every materials request costs you half a day.

Build this on Starch → See the apps used

Sales & CRMFor Asset Management Founders3 apps12 steps~24 min to set up

Outcome

What you'll set up

A living content library — tear sheets, one-pagers, LP deck templates, and track record summaries — that pulls from your actual fund financials so numbers are never stale

A CRM that tracks which prospect LPs have seen which materials, when you last contacted them, and what's outstanding — without manual data entry

An AI-assisted presentation workflow that turns your quarterly data into a polished investor-ready deck in minutes, not hours

The Starch recipe

Apps, data, and prompts

The combination of Starch apps, the data sources they pull from, and the prompts you use to drive them.

Apps used

CRM Knowledge Management Presentation Agent

Data sources & config

Starch syncs your QuickBooks data on a schedule so financial figures in decks and tear sheets reflect current actuals without manual copying. Starch also connects directly to Gmail on a scheduled sync so your CRM automatically logs email threads with LP prospects — no BCC forwarding required. Notion connects as a scheduled-sync provider, so if you already have documents or deal notes there, Starch pulls them into your knowledge base automatically. For any fund administration portal or LP data room that doesn't have an API, Starch automates it through your browser — no API needed.

Prompts to copy

Build me a CRM for managing LP prospects. I need to track: LP name, firm, check size range, strategy fit (yes/no/maybe), which materials they've received (tear sheet, one-pager, full deck), date of last contact, next follow-up date, and relationship warm/cold/active status. I want to be able to ask 'which LPs haven't received the updated tear sheet?' and get a list.

Set up a knowledge base for my fund's sales enablement materials. Organize it into: Fund Overview (strategy, team bios, thesis), Track Record (deal summaries, return data by vintage), LP Materials (current tear sheet, one-pager, full deck, DDQ responses), and Process Documents (how we source, underwrite, and manage assets). Flag any document that hasn't been updated in 90 days.

Build me a 12-slide LP update deck for Q1 2026. Include: fund overview (1 slide), deployment summary with dollar amounts by asset class (2 slides), portfolio performance with IRR and TVPI vs. benchmark (3 slides), new investments closed this quarter (2 slides), pipeline for next quarter (1 slide), team updates (1 slide), and next steps / contact info (2 slides). Pull from our QuickBooks data for financial figures and use our existing fund branding.

Run these in Starch → or paste them into your favorite agent

Walkthrough

Step-by-step

1 Connect QuickBooks to Starch as a scheduled-sync provider so your income statement, invoice data, and cash balances refresh automatically — this becomes the source of truth for any financial figures that appear in LP materials.

2 Connect Gmail to Starch on a scheduled sync so every email thread with a prospect LP or placement agent is logged against the relevant CRM record — your outreach history is captured without a separate logging step.

3 Install the Starch CRM app and describe your LP relationship workflow: the stages you use (first meeting, materials sent, diligence, soft circle, committed), the fields that matter (check size range, strategy fit, materials received, next action), and any custom logic like 'flag anyone I haven't contacted in 45 days'.

4 Import your existing LP prospect list — from a spreadsheet, a CSV, or whatever you're currently using — and let Starch clean and map the fields into your new CRM schema. If contacts have LinkedIn profiles, Starch enriches them through browser automation — no API needed.

5 Set up the Knowledge Management app and describe your folder structure: Fund Overview, Track Record, LP Materials, DDQ Responses, and Process Documents. Upload or sync your current versions and tell Starch to flag anything not updated in the last 90 days.

6 For each major materials type (tear sheet, one-pager, full pitch deck), create a template in Presentation Agent that pulls live data from your QuickBooks sync for any financial figures — AUM, deployment pace, return multiples — so rebuilding materials means describing what you want, not copying cells.

7 Build a 'materials tracker' view in your CRM: for each LP prospect, log which version of each document they've received and when. Ask Starch questions like 'which LPs in soft-circle stage have not received the updated Q1 tear sheet?' and act on the answer directly from the CRM.

8 Set up an automation: every quarter after your QuickBooks data refreshes, have Starch generate a draft LP update deck using your Presentation Agent template, post a Slack message to yourself with the draft link, and update the 'last materials refreshed' field in your Knowledge Management app.

9 For DDQ responses — the 50-question diligence questionnaires institutional LPs send — add each completed DDQ to your knowledge base. When a new DDQ arrives, ask Starch to pre-fill answers by searching across your existing DDQ library and fund documents, then review and send.

10 Add placement agents and consultants as a separate CRM segment with their own fields: preferred strategy types, active LP networks, commission terms, and last deal sourced. Track materials sent to them separately from direct LP outreach.

11 When a prospect requests materials, log the request in the CRM, send the current version from your knowledge base, and set a follow-up reminder. Starch tracks whether they've responded; the 'no response in 14 days' automation sends you a nudge.

12 At quarter-end, use the CRM's pipeline view to see how many LPs are at each stage, what dollar amount is in soft circle, and which relationships have gone cold — this becomes your fundraising dashboard without a separate spreadsheet.

See this running on Starch

Connect your tools, describe what you want, and the agent builds it. Closed beta is free.

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Worked example

Q1 2026 LP Materials Refresh — $85M emerging real assets fund

Sample numbers from a real run

Quarterly LP deck rebuild (before Starch)	480
Quarterly LP deck rebuild (with Starch)	45
Tear sheet updates in Q1 (prospect requests)	6
DDQ pre-fills completed from knowledge base	3
LP prospects with stale outreach (45+ days) flagged	11

Before Starch, the Q1 LP update deck took roughly 8 hours: pulling actuals from QuickBooks, updating the return table manually, reformatting the deployment chart in Google Slides, and chasing down the right version of the team bio page. With Starch syncing QuickBooks on a schedule, the financial figures were current when the Presentation Agent template ran. Describing 'a 12-slide Q1 update with deployment by asset class, IRR vs. benchmark, and three new deal summaries' produced a complete draft in under 10 minutes — the fund manager spent 35 minutes reviewing and adjusting tone, not rebuilding from scratch. Over the quarter, six prospect LPs requested updated tear sheets; each took under 5 minutes because the numbers pulled from the same QuickBooks sync. Three institutional LPs sent DDQs totaling 140 questions; Starch pre-filled 80% of answers from the existing DDQ library in the knowledge base, saving an estimated 6 hours of work. The CRM flagged 11 LP relationships that had gone 45+ days without contact — the fund manager scheduled follow-ups in a single 30-minute session rather than discovering the gaps after a prospect went cold.

Measurement

How you'll know it's working

Number of LP prospects at each pipeline stage (first meeting → soft circle → committed) and total dollar amount in soft circle

Materials freshness: percentage of LP materials documents updated within the last 90 days

Outreach coverage: number of active LP prospects with no contact in 45+ days

DDQ turnaround time: days from receipt to submission

Time to produce quarterly LP update deck: hours from data-ready to deck-ready

Comparison

What this replaces

The other ways teams handle this today, and how the Starch version compares.

Juniper Square or Addepar

Built for funds with dedicated ops teams; licensing starts at $50k+/year and assumes you have someone to configure and maintain it — not realistic for an emerging manager doing this solo.

HubSpot CRM + Google Slides + Notion (manual stack)

Each tool works independently but there's no connective tissue — LP contact history, materials versions, and financial data live in three places and drift out of sync constantly.

Salesforce

Configurable enough to do what you need, but implementation takes months and a consultant; the ongoing admin burden is a part-time job on its own.

Google Slides + manual QuickBooks export

Zero cost, but every LP materials request means re-pulling numbers by hand — the fund manager is the ops team, and this is how hours disappear.

On Starch RECOMMENDED

One platform — crm, knowledge management, presentation agent all running on connected data. Setup in plain English; numbers stay current via scheduled syncs and live agent queries.

Try it on Starch →

FAQ

Frequently asked questions

Will Starch actually have the right financial data for my LP materials, or will I still need to manually pull numbers from QuickBooks?

When you connect QuickBooks as a scheduled-sync provider, Starch syncs invoices, bills, payments, journal entries, and vendor data on a regular schedule. That data is live in Starch when your Presentation Agent template runs, so you're not copying cells. One honest caveat: QuickBooks report views like P&L summaries and Transaction List reports are temporarily disabled pending a connector fix — entity-level data (invoices, bills, payments) syncs normally. If your LP materials rely on a formatted P&L report specifically, you'd be working from entity-level data rather than a pre-built report view until that's resolved.

Is my LP and investor data secure? I can't have prospect names or fund financials leaking.

Starch is not yet SOC 2 Type II certified — that's worth naming directly. If your LPs or your own compliance policy require SOC 2 Type II as a baseline for any vendor that touches investor data, Starch isn't there yet. That certification is on the roadmap. For emerging managers who don't yet have a hard SOC 2 requirement, Starch's data handling is production-grade but we'd rather you know the honest state than find out later.

Can Starch handle LP DDQs — the 40- to 80-question diligence questionnaires institutional allocators send?

Yes, through the Knowledge Management app. Add your completed DDQs, fund documents, and prior responses to your knowledge base. When a new DDQ arrives, ask Starch to search across your existing library and draft answers to each question. You review and finalize — Starch handles the first pass. The more DDQs you add over time, the better the pre-fills get because there's more source material to draw from.

I already have some LP contacts in a spreadsheet. Do I have to re-enter everything manually?

No. You can import from a CSV or connect Google Sheets from Starch's integration catalog; the agent queries it live and maps your existing columns into the CRM schema you've described. If your data is messy — inconsistent naming, duplicate entries, missing fields — describe what clean looks like and Starch handles the cleanup during import.

The Presentation Agent is listed as coming soon. What can I actually use today for decks?

Presentation Agent is currently in development — request beta access to get notified when it launches. Today, you can use the CRM and Knowledge Management apps to organize your LP relationships and keep your materials library current. For deck generation right now, you'd describe what you want Starch to assemble from your synced data and export the content to Google Slides or PowerPoint — the financial figures pull from QuickBooks automatically, you just finalize the layout in your existing deck tool.

Can Starch track which specific documents each LP prospect has received?

Yes — this is a custom field you define when you describe your CRM. Tell Starch 'I want to track which materials each LP has received — tear sheet, one-pager, full deck, DDQ responses — and the date each was sent.' That becomes a field in every LP record. You can then ask 'which LPs in soft circle haven't received the updated Q1 tear sheet?' and get an answer immediately instead of scanning a spreadsheet.