Fundraising Tracker – Tracking Weekly Changes in LP Commitments to a Fund

Request Overview

• To create a fundraising tracker using data dump from the client’s CRM to summarize all the LP movements over the course of the fundraise on a weekly basis
• The output was required to signify the key movements in the total ask based on different criteria, along with specific LPs with notable movements

Final Deliverable and Value Add

• The final deliverable involved understanding source data, creating an organized master tracker, rectifying data mismatches, creating weekly comparisons and generating additional analysis & insights
• Removed time-consuming iterative steps
• Created a tail analysis that funnels down to the LPs who have been closed, and LPs actionable for the specific fund
• Bridging the fundraising activity from the initial week to the most recent week over the 2 years to evaluate the progress and kinds of fundraising movements

Build a comprehensive tracker to facilitate a weekly comparison of fundraising activity for a PE