Send the co-invest memo. See which clients came back.
Summary, thesis, risks and terms on one page with the sponsor's deck. Each client gets their own link, so you call the ones who came back first.
For RIAs, family offices and wealth managers with co-invest programs.
From Harbor Wealth
Co-invest: Northwind Fund III
- Summary2 min read
- Thesis and risks5 min read
- Terms[$ MIN]
- Sponsor deck24 slides
Indicate interest
Who came back
Every person gets their own link to this page. Journey shows who opened it, when, and who came back.
One came back three times. One opened it once. Two haven't opened it yet.
You send it. Then you guess.
Co-invest memos go out as long PDFs attached to an email.
Clients skim the summary and miss the risks section.
You learn who's interested only when they reply, if they reply.
How it works
Three steps. Then you know who came back.
Ask Claude to build it
Paste the prompt above, with your notes and files.
Send it with Journey
One page, a named link for every person on your list.
Ask who came back
Who opened it, when, and who came back.
What goes in a co-investment memo
- 01
Summary
What the deal is and why you like it, in one paragraph.
- 02
Thesis and risks
Why it works, and what could go wrong, said plainly.
- 03
Terms
Minimum, fees, timeline and how to commit.
- 04
Sponsor materials
Their deck and any video from the GP.
- 05
Next step
A button to indicate interest or book a call.
The prompt for Claude
ChatGPT coming soonTurn my notes on [DEAL] and the sponsor's deck into a co-investment memo page in Journey. Lead with a one-paragraph summary, then the thesis, risks, terms and the sponsor deck. Require an email before anyone can view it, and make a link for each client on my list.
Why send a co-investment memo with Journey
Clients decide on co-invests quickly or not at all. One page with the summary, the risks and the terms, plus a link for each client, tells you who to call while the allocation is still open.
Questions
Frequently asked questions
Can I reuse the page for the next deal?
Yes. Duplicate it in Journey, or ask Claude to build the next one from your new notes. Clients get new links each time.
Do clients need a Journey account?
No. They open a link in their browser. If you add an email gate, they enter their email first.
Can I control who opens it?
Yes. Require an NDA, an email or a password, set the link to expire, or limit it to approved emails and domains.
What does Claude do, and what does Journey do?
Claude drafts the co-investment memo and builds the page. Journey hosts it, gives each person their own link, applies the gates and turns opens, time and clicks into signals you can ask Claude about.