LP Meeting Prep Brief
The LP Meeting Prep Brief is a routine your Townie AI assistant runs shortly before any meeting with a limited partner: it reads the LP's record in your CRM, their last few interactions, everyone you know at the firm, and the follow-ups you still owe them. The brief lands in your inbox before the meeting starts, relationship context first.
See it work: the brief waiting before you join
Walk into every LP meeting already prepped
How this routine works
Gmail
Google Calendar
Affinity
Outlook
Google Drive
Notion
GranolaIt watches for LP meetings
When a meeting with a limited partner or prospect appears on your calendar, your Townie starts pulling the file — no request needed.
It reads the whole relationship
The LP's CRM record, commitment status, the last five interactions, everyone you know at the firm, and the follow-ups you still owe them — including anything that's slipped.
The brief lands before you join
One email, relationship context first, then where things stand commercially, then recent activity. Reply to it to dig deeper on anyone in the room.
LP Meeting Prep Brief FAQ
It's a routine your Townie AI assistant runs shortly before any meeting with a limited partner: it pulls the LP's full record from your CRM, the last five interactions, everyone you know at the firm, and the open follow-ups you still owe them, then emails you a brief that leads with the relationship context. It's read-only — it never changes your CRM.
Town only reads the accounts you connect, access is scoped to you, and this routine never writes to your CRM. Read more in our security overview.
It cross-references your calendar attendees against your CRM — LPs in your funds and prospects you're raising from. You can widen or narrow the definition in plain language, like adding fund-of-funds contacts or excluding annual-meeting sessions.
Your calendar to spot the meetings, your LP CRM (like Affinity or Attio) for the records, and your email for delivery and open follow-ups. Your assistant adapts the brief to whatever you've connected.
Yes — tell your assistant to add fund performance context, recent news about the institution, or a suggested agenda, and it updates the routine from that one message. The message on this page is exactly that kind of instruction.
