If You’re Still Using Spreadsheets, Don’t Open This
Today's Office Hours is For Agent-Building
Hey Gang,
Today’s office hours (12-1pm) are members-only. We share the link inside our Discord.
We’re going deep on a topic that’s heating up in every GP and family office inbox: AI agents for capital raising, LP origination and dealflow origination. Of course, you can do all of this stuff manually if you want to. But the members of your team may find it a lot less work and honestly more enjoyable if they use agents.
IIf you’re raising $60M to $800M, you already know the old-school IR playbook is about as effective as faxing a pitch deck.
Here’s the kicker:
Most funds that invest $500K in AI see about $250K/year in gains over the next decade.
That’s $2.5M in value from a single investment, on a $100M fund.
Let me put it plainly:
If you pride yourself on being a good steward of capital…
Do you think your LPs would rather you burn that $2.5M, or bank it?
Funds need leverage. And scale.
And, let’s be real. Fund managers need fewer spreadsheets and more sleep.
Enter: AI agents.
No, not some indie GitHub repo that takes a weekend to configure.
We’re talking about mainstream, ready-to-roll tools that actually work and are being adopted by firms at lightning speed.
Here’s the top 3 agents you need to know right now:
🧠 1.
ChatGPT Agent
(OpenAI, released July 17, 2025)
The crown jewel of the new AI wave. This isn’t just ChatGPT answering questions
It can now act.
It can book meetings, fill out LP forms, research targets, summarize memos, run code. It can even prep your next slide deck.
Think of it as a virtual analyst with no PTO and a 3-second response time.
👉 It’s available to Pro, Plus, and Team plan users.
🌐 2.
OpenAI Operator
It’s been around for about 6 months. This one lets GPT handle full browser tasks. Totally autonomously.
It can place Amazon orders, fill out CRM forms, submit data into LP portal.
It’s basically your annoying Thursday to-do list.
It’s built into ChatGPT, no special config needed. You just ask it to do sh*t.
🧾 3.
Microsoft Copilot
If your IR team lives in Excel, Outlook, or PowerPoint, this one’s pretty much sitting on your desk.
Copilot is OpenAI-powered and lives inside Microsoft 365.
Need a deck update? Copilot.
Summarize 74 LP emails? Copilot. Build a model based on historicals? Copilot.
No new tools, just more horsepower. I’m not a MSFT stack dude but I see people using it.
So, what’s this mean for capital raising?
If you’re not exploring how agents can compress your workflow, you’re wasting your team’s time—and your LPs’ patience. These aren’t vaporware tools that need 6 months of onboarding. They’re here, they’re mainstream, and your competitors are already piloting them.
Today’s LP Blueprint Office Hours will break down:
✅ How to use these agents to streamline outreach and LP reporting
✅ Where they do and don’t work in an IR stack
✅ The no-code setups you can spin up by Friday
🎟️ This session is members-only. If you’re on the list, you already have access. If you need access click here.
If not? Time to stop lurking and join the most downloaded IR newsletter on the planet.
Catch me inside.
-ajm
Founder and Manging Partner , LP Blueprint