← Corpus / fullstack-vc / narrative

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.