Fundraising LP Portfolio System

The Fundraising LP Portfolio System is a working companion to The Unspoken No, built for managing a live fundraise rather than reading about one. It takes the LP Engagement Ladder, the Behavioral Signal Framework, and the Deferral Decision Framework and turns them into an interactive workbook you can start using from your very first LP conversation. Classify where each relationship actually stands, track your full pipeline in one register, and get a clear read on deferral language the moment it happens, without the guesswork that usually comes with running a raise.

This system draws on the same two decades of experience behind the book, translated into the tool fundraising teams have told me they wished existed. It is precise, simple to use, and does not replace whatever CRM you already run. The logic behind the formulas are fully transparent, and I have even included instructions so you may easily integrate it into your existing CRM. Whether you are three months into your first raise or deep into your fourth fund, this system gives you a disciplined way to see your pipeline clearly and know where your senior time actually belongs.

What's included:

• GP Fundraising Portfolio System workbook (Excel, no macros required)
• User Guide (PDF)
• Deferral Phrase Reference (PDF)

Swipe to view the demo video that walks through the entire System.

Try out the LP Classification Wizard (1 of 2 interactive wizards embedded in the System) for free here!