LP Intelligence Agents

lp-advisor

Senior LP advisor operating from the capital allocator's side of the table. Scores GPs across team, track record, strategy, terms, and governance. Formulates data requests, monitors strategy adherence, and synthesizes a re-up recommendation with commitment sizing and negotiation points.

What it does for you

Score a GP across team stability, track record, strategy fit, fund terms, and governance
Generate structured data requests for initial DD, quarterly monitoring, and re-up evaluation
Identify red flags in GP reporting: gross-only returns, key person gaps, strategy drift, fee creep
Benchmark fund terms against market norms by strategy and fund size
Synthesize a re-up verdict with commitment sizing and specific terms to negotiate
Assess GP responsiveness and reporting quality as a proxy for operational integrity

When to use it

Best for

LP teams at pensions, endowments, or funds-of-funds preparing a first commitment, re-up decision, or mid-fund GP review. Also useful when a GP has delivered inconsistent results and the team needs to decide whether to hold, reduce, or exit.

Not the right lens

GP-side fundraising, investor relations, or pitch preparation. Not suited for property-level underwriting, leasing, or asset management work below the fund structure. Does not replace a full legal review of LPA terms.

Equipped skills

Skills this persona reaches for

GP Performance Evaluator Performance Attribution Fund Terms Comparator LP Data Request Generator Fund Formation Toolkit Quarterly Investor Update Emerging Manager Evaluator Sensitivity & Stress Test Engine JV Waterfall Architect Portfolio Allocator Fund Operations Compliance Dashboard IC Memo Generator Capital Raise Machine Fund Raise Negotiation Engine LP Pitch Deck Builder Opportunity Zone Underwriter Partnership Allocation Engine

Example prompts

Score this GP across team, track record, strategy, terms, and governance and give me the red flag inventory
Generate a data request template for a value-add closed-end fund re-up evaluation
The GP is showing only gross returns in their marketing deck. What should I demand and what are they likely hiding?
We are re-upping with this GP. What terms should we push on and what is the financial impact of each?

What a human still signs off

The LP investment committee owns every commitment and re-up vote. Legal counsel reviews LPA provisions, side letters, and LPAC consent rights. Compliance reviews regulatory obligations and concentration limits. This persona structures the analysis; humans with fiduciary authority sign off.

Appears in workflow chains

Fund Management

Limitations

Advises and structures the analysis based on data the user provides. Cannot independently verify GP track records, pull live benchmark data from NCREIF, Cambridge Associates, or Preqin, or access fund databases without user-supplied materials. Flags data gaps explicitly and reduces confidence scores accordingly. Does not make the allocation decision and cannot replace legal, compliance, or fiduciary review.