Fund deck and strategy.
The thesis, opportunity, construction and differentiation that open the allocator conversation.
Hold the fund deck, track record, portfolio, DDQ and closing materials in one named room, then give each LP or advisor the depth their work requires.
LP diligence moves through different evidence at different depths. The room keeps the narrative continuous without pretending every reviewer needs everything.
The thesis, opportunity, construction and differentiation that open the allocator conversation.
The evidence behind attribution, pacing and how the strategy has behaved in practice.
Operational depth, process and the repeatable answers prospective LPs need to evaluate the manager.
The restricted material needed when evaluation becomes a commitment process.
The deck and track record open the review. Team, portfolio and DDQ hold the middle. Legal and tax remain separate until the relationship reaches that depth.
Create room-local groups around the process you run, then use named links and individual exceptions for the actual people.
Group rules cover the normal LP path. Named exceptions handle the real relationship. Revoke a link, deepen an LP's view or bring counsel in without copying the document set.
Strategy, track record, portfolio, team and diligence materials for prospective LPs.
Apply the fund identity once and keep the diligence order stable across desktop and mobile. The LP enters through the named link and completes only the gates configured for that access path.
Named sessions show which LP returned, when and to which material. For page-rendered documents, page attention reveals whether the second look went to the track record, fund model or another part of the case.
A junior allocator's first pass and a partner's return are different signals inside the same LP relationship. RoundOS preserves both instead of blending them into one open count.
The document set and audience change: fund strategy, track record, portfolio evidence, team, DDQ, legal and tax, with prospective LPs, existing LPs and advisors receiving different effective views.
Yes. Room-local access groups and individual rules allow one room to expose different sections to each audience without duplicating the materials.
Yes. Keep them in restricted sections and expose them only to cleared LPs, counsel or advisors. A separate external closing workflow can still coexist when required.
No. The LP opens the link and completes only the configured verification, NDA or other gate before entering the room.
Yes. Workspace members with write access can maintain the materials and access model, while view-only team members can inspect the room state without mutation controls.
Start with the diligence structure. Deepen access as the relationship moves.