The biggest item is principal time on the LP update cycle. It's also the most straightforward fix. Deal flow upside is real, but we track response time improvement rather than claiming credit for deals you close.
| Category | Baseline | Est. Monthly Value |
|---|---|---|
| Labor displacement | LP update cycle: 14–16 hrs/quarter (6 hrs EA @ $45/hr + 6–8 hrs principal @ $350/hr). Capital call coordination: ~8 hrs/closing, est. 4 closings/year. | $1,318/mo |
| Lead leakage | Deal submissions: 30–40% triaged >72 hrs during busy periods. Conservative: 1 deal/year lost or outpaced due to response delay. Avg promote per transaction: $25,000+. | $2,000+/mo* |
| Error & rework | Not identified as primary leakage area in Walkthrough. | — |
| Cash flow | Not identified as primary leakage area in Walkthrough. | — |
| Total identified leakage | $3,318+/mo |
* Deal flow figure is directional. We track response time improvement as a proxy; we don't claim credit for deals you close. Baselines confirmed in Month 1.
- LP Update Automation. Pulls deal-level data from SharePoint, assembles quarterly summaries, and drafts narrative sections for your review. Sends from your M365 account. LP cycle time drops from 14–16 hours to roughly 1–2 hours. Review and send.
- Deal Submission Triage. Reads incoming submissions, runs top-line projections against your underwriting model, and delivers a structured brief to your phone and inbox within minutes. One reply triggers a templated follow-up from your address, with a short delay so it doesn't look automated.
- Capital Call Coordinator. Tracks commitment confirmations, sequences wire instruction emails, follows up on unsigned docs, and logs every step. No more threading the same chain three times.
APGC builds, owns, and maintains all three. No new software to sign up for. No dashboard to manage.
All tiers include: all automations built and maintained + Monthly Operations Report + 1 proactive improvement per month.
The $1,318/month in hard labor costs covers the guarantee on its own. Deal flow upside takes it higher. If we don't reach $3,000 documented within 90 days, we extend service at no charge until we do.
You don't track anything. The LP update automation logs every cycle: start time, completion time, LP count, documents sent. The deal triage system timestamps every submission and your response time. The capital call coordinator tracks signing rates and follow-up cycles.
Every month you get a one-page Monthly Operations Report. Actual results vs. Walkthrough baselines: LP cycle time, deal response time, capital call close rates. Plus a running savings total against the 90-day guarantee. Month 1 confirms baselines before we build anything.
Your data never touches a shared or third-party learning model. That includes LP names, commitment amounts, and deal submissions. Email parsing runs through the Claude API — enterprise-grade, SOC-2 compliant, no training on your data. From there, a self-hosted n8n instance on a private VPS connects to your Microsoft 365 and SharePoint via native APIs. Your data stays in your environment. APGC never stores client financial data.
- Reply to confirm the numbers look directionally right — or tell us where we missed.
- We'll send a one-page service agreement.
- Build begins within 5 business days of signing. Month 1 is baseline confirmation only. Nothing goes live until we've validated the numbers together.