skills/chronograph-gp-meeting-prep/references/meeting-brief-template.md

# Meeting Brief Template

Use this template when the user asks for a formal memo, document, or full GP meeting prep brief. Keep it concise; expand only where the source materials support it.

## Header

- GP:
- Fund:
- Reporting period:
- Meeting type:
- LP perspective:
- Currency and units:
- Sources reviewed:
- Prepared date:

## 1. Executive Snapshot

Summarize the fund's current status in 3-5 bullets:

- Current valuation and performance position
- Period-over-period change
- Major cashflow activity
- Most important portfolio or KPI movement
- Highest-priority meeting topic

## 2. What Changed This Period

Use a compact table when possible:

List the GP-reported figures first, citing a source for each where available, then the net figures; label each as gross or net.

| Area | Current period | Prior period | Change | Source |
|---|---:|---:|---:|---|
| Gross MOIC / IRR |  |  |  |  |
| Cost |  |  |  |  |
| Realized value |  |  |  |  |
| Unrealized value (marks) |  |  |  |  |
| NAV |  |  |  |  |
| Unfunded |  |  |  |  |
| Contributions |  |  |  |  |
| Distributions |  |  |  |  |
| TVPI / DPI / RVPI / net IRR |  |  |  |  |

Where the source materials support it, decompose the NAV change into a simple bridge — beginning NAV, plus calls, less distributions, plus or minus value change — and note any portion the materials do not separate, such as fee or financing effects. Request a GP-provided NAV bridge for the precise decomposition.

Add short commentary only when supported by source material.

## 3. Portfolio Review

Cover the facts that matter for the meeting:

- Top holdings and concentration
- New investments and exits
- Write-ups and write-downs
- Portfolio company KPI movements
- Sector, geography, or single-name exposure changes
- Items with stale or missing support

## 4. Reporting Quality Notes

Flag items that affect confidence in the review:

- Missing explanations for material changes
- Inconsistent metric definitions
- Changed reporting format or valuation methodology
- Stale reported values
- Values that do not reconcile across materials

Phrase these as review observations, not accusations.

## 5. Recommended GP Questions

Group questions by priority:

### Priority 1

Questions that should be asked in the meeting because they affect valuation, liquidity, risk, re-up decisioning, or LP reporting.

### Priority 2

Questions that can be handled as follow-up if meeting time is limited.

### Optional

Lower-priority questions, housekeeping items, and clarifications.

## 6. Follow-Up Requests

List materials or data to request from the GP:

- Updated schedule of investments
- Support for valuation changes
- Portfolio company KPI detail
- Bridge from prior period to current period
- Explanation of cashflow activity
- Additional disclosure on watchlist companies

## 7. Source Notes and Assumptions

State:

- Source artifacts used
- Documents not available
- Chronograph data coverage limitations
- User-provided assumptions
- Any estimated, incomplete, or unreconciled values