✅ Investor-ready pitch deck templates
✅ Allocator DDQ, ODD and RFP responses
✅ LP update letter frameworks + first-call scripts
Hedge fund Manager, $150M AUM, 5 years in: “I know my performance is strong, but LPs keep stalling after the first call. I don’t know what they’re really filtering for”.
✅ Legal/entity setup blueprints
✅ Compliance + reporting frameworks
✅ Prime broker & admin negotiation checklists
Founder, $80M AUM, 2 years in:
“I’m trading, running ops & handling compliance myself. Allocators can see I don’t have the right setup”.
✅ Narrative positioning guide
(flip LP power dynamics)
✅ Institutional one-pagers & tear sheets
✅ Digital presence playbook (LinkedIn + website optics)
Manager, $200M AUM, plateaued growth: “I can talk alpha all day, but I don’t know how to package my strategy so allocators even pay attention”.
✅ Risk framework checklist
✅ Return attribution models
✅ Quarterly allocator-ready report templates
Founder, $60M AUM, second allocator meeting: “They asked me to explain my risk framework.. I froze. I realized I don’t have one that looks institutional”.
✅ Interview & hiring frameworks
✅ Compensation benchmarking docs
✅ Org chart playbook for scalable growth
Founder, $250M AUM, 3-person team:
“I know I need to hire, but I don’t know who to bring in first or how to structure comp”.
✅ Guide to reading allocator signals
✅ LP pipeline tracker & scoring system
✅ Scripts for handling objections + silent rejections
Founder, $120M AUM, after repeated ghosting: “Allocators never tell me why I’m out. I don’t know what I’m missing until it’s too late”.
✅ Templates for investor letters
(during drawdowns)
✅ Stress management frameworks
(for founders)
✅ Recovery case studies from top funds
Manager, $50M AUM, 3 years in: “When my fund takes a hit, I take it personally. I freeze & allocators can smell it”.
✅ Institutional readiness checklist
✅ Transition playbook:
boutique → scalable fund
✅ LP mapping by allocator type (FoFs, pensions, endowments)
Founder, $180M AUM, on a discovery call: “I don’t have a roadmap from here to $1B. I’m just reacting day to day”.
Normally $32k worth of institutional frameworks but for now, it’s free.
Build the institutional-grade hedge fund you were meant to lead