FRONTIERSPACEVentures
LP Field Worksheet
Preparation · Participation · Debrief
Preparation · Participation · Debrief
Institutional LP event toolkit
LP Event Preparation Template
Turn event attendance into a deliberate set of conversations, portfolio-relevant insights and owned follow-up actions.
01
Set objectives and priorities
Decide what would make attendance worth the time.
Use specific outcomes: a decision informed, a relationship advanced, a manager compared, or a portfolio question answered.
1
2
3
02
Priority sessions and conversations
Prioritize the agenda before it fills up.
| Session / conversation | When / where | Priority | Desired outcome or question | Owner |
|---|---|---|---|---|
03
Prepare each meeting
Give every conversation a clear reason and next step.
Meeting 2
Meeting 3
Meeting 4
Meeting 5
Meeting 6
04
Capture notes and debrief
Separate evidence, signals and implications.
Facts, frameworks or market observations worth retaining.
New managers, shifts in fundraising, terms, strategy or portfolio behavior.
What could affect pacing, allocation, risk, liquidity or manager selection?
Who should be introduced, researched or contacted after the event?
05
Convert conversations into follow-through
Every action needs an owner and date.
| Person / institution | Follow-up action | Owner | Due date | Status |
|---|---|---|---|---|