One GP, one fund, no time to be a systems admin
A solo GP raising a first institutional fund, running pipeline in Airtable and IC memos in Google Docs, with no capacity to stitch tools together.
Mandate token captures the thesis once
The GP writes the thesis in plain English one time. Every deal that enters the pipeline is pre-screened against analysis lenses calibrated to that mandate. No re-prompting, no drift when the fund adds a second cheque.
IC memos drafted with provenance, not guesswork
Reuben AI drafts the IC memo with verdict bands, cited evidence and provenance tiers (self-reported, verified, triangulated). The GP edits, does not start from scratch.
LP reporting is one click
Capital account statements, portfolio updates and fund-level metrics generate straight from the live data layer. No quarterly spreadsheet marathon.
Profile
- • Solo GP raising a first institutional fund of around $15M
- • Roughly 30 deals per year through the pipeline, 8 to 10 portfolio positions expected
- • Runs from a laptop, a fund admin retainer, and whatever tools do not need training
Current stack pain
- • Airtable or Notion for pipeline, spreadsheet for IRR
- • Google Drive folders for data rooms, no shared taxonomy
- • Trial seat on a CRM built for the next fund up, never fully adopted
- • IC memos written from scratch in Google Docs each time
- • LP updates hand assembled every quarter
De-risking benefits
- Full decision audit trail from first meeting to IC decision, defensible if an LP asks two years later
- Continuous KYC, KYB, AML and sanctions screening across counterparties, not a one-off at onboarding
- No key-person context loss, the fund's memory lives in the platform, not in the GP's head
Added bonus: total cost of ownership
Current stack (indicative range)
Typical solo-GP stack: $300 to $900 per month across CRM trial, storage, KYC add-ons and spreadsheet templates, plus 8 to 12 hours a week the GP spends stitching it together
Reuben AI
Starter, $350 per fund per month, unlimited users, 2 pipeline deals and 4 portfolio positions included per fund per month
Overage: $150 per pipeline deal, $55 per portfolio position. Every capability included from day one.