FRONTIERSPACEVentures

GP Fundraising Planner
Prepare · Meet · Advance

Private markets event toolkit

GP Event Preparation Template

Coordinate the fundraising narrative, prepare for each LP conversation and leave the event with a disciplined next-action pipeline.

Event name Date(s) Location Firm / fund Attendee(s)

01

Set the fundraising brief

Align the team before outreach begins.

Vehicle / vintageTarget fund sizeCurrent commitmentsTarget close / timing

Primary event objectiveTarget LP profile Strategy in one sentenceMeeting success definition

02

Build the meeting narrative

Keep answers specific, consistent and evidence-led.

Why this strategy, why now?

The market dislocation, structural edge or timing case.

Differentiation

What is difficult to replicate across sourcing, access, judgment or value creation?

Evidence to lead with

Realized outcomes, portfolio evidence, attribution, team experience or pipeline.

Expected objections

Concentration, track record, terms, team, deployment, geography or portfolio fit.

03

Prepare each LP meeting

One record per institution or prospect.

LP record 1

LP nameInstitutionRole

EmailPhoneOther contact / profile

Check-size rangeMeeting statusStrategy fit

Meeting time / locationRelationship owner / introducerPreparation notes / questionsMeeting notesFollow-up / next actionOwner and due date

LP record 2

LP nameInstitutionRole

EmailPhoneOther contact / profile

Check-size rangeMeeting statusStrategy fit

Meeting time / locationRelationship owner / introducerPreparation notes / questionsMeeting notesFollow-up / next actionOwner and due date

LP record 3

LP nameInstitutionRole

EmailPhoneOther contact / profile

Check-size rangeMeeting statusStrategy fit

Meeting time / locationRelationship owner / introducerPreparation notes / questionsMeeting notesFollow-up / next actionOwner and due date

LP record 4

LP nameInstitutionRole

EmailPhoneOther contact / profile

Check-size rangeMeeting statusStrategy fit

Meeting time / locationRelationship owner / introducerPreparation notes / questionsMeeting notesFollow-up / next actionOwner and due date

LP record 5

LP nameInstitutionRole

EmailPhoneOther contact / profile

Check-size rangeMeeting statusStrategy fit

Meeting time / locationRelationship owner / introducerPreparation notes / questionsMeeting notesFollow-up / next actionOwner and due date

LP record 6

LP nameInstitutionRole

EmailPhoneOther contact / profile

Check-size rangeMeeting statusStrategy fit

Meeting time / locationRelationship owner / introducerPreparation notes / questionsMeeting notesFollow-up / next actionOwner and due date

04

Run the post-event follow-up

Sequence the most valuable next actions.

LP / institution	Follow-up	Owner	Due date	Status