Readiness Assessment

A 3–6 week structured diagnostic that maps your operational stack, identifies the highest-leverage automation opportunities, and delivers a written implementation roadmap you can act on immediately.

The assessment is a standalone, fixed-fee engagement. You are not committing to a build. If we identify opportunities and you want to pursue them with a different vendor, the roadmap is yours to take.

What you receive

Current-state workflow audit across LP reporting, deal ops, and portfolio monitoring
AI readiness gap analysis mapped to your existing tech stack
Prioritized opportunity register with effort/impact scoring
Written implementation roadmap with vendor shortlist
90-minute readout session with your core stakeholders

$5K – $15K Fixed fee · scoped to firm complexity

Step 01 of 04

Firm Context

Pain Points

Current Stack

Contact

01 / 04 — Firm Context

Tell us about your firm.

Basic context helps us scope the engagement correctly before our first call.

Firm name

Firm type

AUM range

Team size (investment + ops)

02 / 04 — Operational Pain Points

Where is time being lost?

Select everything that applies. There is no wrong answer — this is diagnostic, not a sales filter.

LP reporting cycle Quarterly packages take too long to produce, require too much manual consolidation, or lack the narrative quality investors expect. Deal screening and due diligence backlog CIM review, market research, and comp analysis fall on senior people who should be focused elsewhere. Portfolio monitoring No systematic way to track portfolio company performance, flag covenant concerns, or surface material changes without manual effort. Fund operations Capital calls, distributions, NAV calculations, or fee waterfalls still require significant spreadsheet work or external service firm dependency. Compliance and regulatory reporting Form ADV updates, custody rule compliance, or SEC examination prep are time-intensive with your current tools. Client or investor reporting Customized performance reporting, statement generation, or investor portal maintenance is consuming disproportionate staff time.

Anything else we should know

03 / 04 — Current Stack

What tools are you running on?

Knowing your current infrastructure tells us where the integration points are before we scope anything.

Portfolio management / reporting system

Fund accounting system

CRM / deal pipeline

Data aggregation / custody

Other tools worth mentioning

Any AI tools currently in use?

04 / 04 — Contact Details

How do we reach you?

We will follow up within 48 hours to schedule an initial call. No sales sequence — one conversation to confirm fit.

Your name

Title

Phone (optional)

Best times to reach you

How did you hear about Lanyard?

Received.

We have your submission and will follow up within 48 hours to schedule a brief call. In the meantime, if you have materials you would like us to review ahead of that conversation, reply to our confirmation email.

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