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The LPs as Co-Investors Conundrum
- Path
- narratives/2026-05-27_monthly-all-hands/05b_lp-conundrum.md
What this slide is
The four-question LP-syndication pulse, surfaced as a dashboard. Either composes Section__LPSyndicationPulse directly (live), or renders as a static four-tile grid with the seeded baseline.
Why it’s here
Frames the “shared tension” the breakouts dig into. Showing the data BEFORE the breakouts makes the why of Track 2 (“Syndicate to VCs”) and Track 3 (“Offer to LPs”) obvious.
What to surface
- The headline tension: LPs want more direct co-invest, most firms aren’t running SPV/campaign processes
- The four data points side-by-side (engagement / frequency / SPV / direct demand)
- That the data is live on the session page
Visual hierarchy suggestion
Two columns: left = framing prose, right = four mini-charts (one per question). For the three Booleans: small Yes/No bars. For the sliding-scale: a 1-4 histogram with median marker. Heavy use of --color-accent for the Yes/strong-frequency bars. Could compose Section__LPSyndicationPulse directly if it renders OK at deck scale — verify in all three modes.