Case study

Resolutions ·

End-to-end resolution management tool for VC fund managers - from drafting to LP signature collection.

Context

bunch builds purpose-built tooling to administer VC funds at scale. Resolution management - the formal process by which GPs obtain LP consent on key fund decisions - was a major governance flow still running on manual workarounds.

Please note that this is a redesign of the solution, not based on the actual bunch platform. This design does not give away the actual tool that was shipped by bunch.

Problem

For larger VC funds with 50-200 Limited Partners (LPs, or "investors"), the resolution setup flow alone averaged 5 to 6 hours. For each individual LP, the creator would draft the document and configure a stand-alone DocuSign envelope for them and all related signers.

Combined with ad-hoc reminder flows and fragmented email chains, a single shareholder resolution could take weeks from creation to full completion. It was a fractured process with meaningful potential for human error - and errors in governance documents carry consequences, such as full rollbacks, LP communications, and reputational damage. Each new resolution that was asked to be handled by bunch created significant stress for the team.

Goals

The main goal for this tool was to ensure scalability of the resolution offering. The tool needed to handle large funds with many LPs (Limited Partners) without blowing up operational overhead - making resolution management something bunch could confidently offer across its full client base, including large funds.

To achieve this, two things needed to be true:

  1. Faster turnaround. The creation flow had to be fast enough that fund managers would actually use it over their existing workarounds. Reminder flows needed to be built-in and easily accessible. Tracking needed to be clear and accurate at a glance.
  2. Reduce errors. Streamlined, guided flows using saved customer data to eliminate manual steps and reduce the potential for human error. Strong DocuSign integration so the process didn't rely on operators configuring envelopes by hand.

Approach

We started out with 5 user interviews with operators who ran resolutions day-to-day, then ran regular design reviews and updates throughout. All engineers staffed on the project joined the sessions directly, building a shared understanding of the problem.

The early alignment paid off. Alignment sessions with the engineering team throughout the process surfaced implementation constraints early and kept the work grounded in what could actually ship. And because every engineer carried the same context from the start, decision-making decentralised naturally - the team could move on detail without funneling everything through a central reviewer, and collaboration stayed easy throughout.

Design

Setup wizard

A streamlined three-step flow covers metadata entry, question configuration, and signer configuration. The wizard handles the distinction between closed and non-closed investors, supports multiple signers per LP, and surfaces a per-LP commitment breakdown before sending - a critical check that previously required manual cross-referencing. A persistent live document preview ensures fund managers see exactly what LPs will receive before anything is sent.

New Resolution setup step - fund, due date, name, summary, and template selection with live A4 document preview
Step 1 - Setup. Template selection and metadata on the left; the A4 live preview on the right updates as fields change.
New Resolution questions step - per-question label and RESOLVED clause with live preview on the right
Step 2 - Questions. Each question has a short label for tables and filters, and a full description field rendered on the document.

Highlight :Multiple questions per resolution. Responses are captured directly in the DocuSign document via anchors, so we track per-question answers instead of just signatures - this had to be considered in the integration.

New Resolution recipients step - closed investors with commitment amounts, signer name and email fields, and add-signer action
Step 3 - Recipients. Closed investors surface with commitment amounts; each can carry multiple named signers per LP.

Highlight :Additional signers stored in the system, easy to add and track. Worth noting: additional signers are signers only - they don't carry voting weight.

Send resolution confirmation modal - name, fund, template, due date, coverage with super-majority status, and recipient chips
Send confirmation. A per-LP share breakdown and live majority read-out surface before dispatch - the critical check that previously required manual cross-referencing.

Highlight :Document check before send-out. A final review pass so the fund manager confirms exactly what each LP will receive - no surprises after dispatch.

Monitoring

Real-time visibility into resolution status across all active LPs - signed, outstanding, and requiring a reminder, surfaced in a single view. Easy reminder flows replace manual email chasing, and response tracking updates live throughout the resolution lifecycle.

Dividend Distribution Q1 monitoring view - response rate, close countdown, per-question tallies, and per-investor signer rows with live vote status
Monitoring view. Response rate, close countdown, and per-question tallies across the top; per-investor signer rows below with live per-question votes.

Highlight :Majority calculations weighted by committed capital. Live tallies reflect shareholding, not headcount - so the response rate matches how the vote will actually count.

Signed document drawer - Nordic Growth Partners · Annika Larsen with per-question Yes/No/Abstain captured via DocuSign anchors and signature block
Signed document drawer. Each signer's per-question answers are captured via DocuSign anchors, so votes feed back into the system individually rather than as a single signature.
Monitoring view with three rows selected, revealing a contextual action bar with Remind and Download actions
Multi-select actions. Selecting rows reveals a contextual action bar - Remind or Download - so reminders can be sent to a targeted subset instead of the full list.
Send reminders modal addressed to all outstanding signers - recipient chips, editable message, and Send reminder action
Remind pending. Either via multi-select or the top-right 'Remind pending' button - recipients resolve automatically, the message is pre-filled, and one click replaces a chain of manual follow-up emails.

Outcome

Resolution management went from a liability in bunch's operational model to a scalable, confidently offered capability.

Setup time dropped from an average of 6 hours to around 30 minutes for large funds - a reduction of over 90%. The creation flow that had previously required manual document drafting, individual envelope setup, and error-checking across multiple tools now runs end-to-end within a single interface. Users reported that tracking and reminder flows - previously managed through ad-hoc email chains - were simplified significantly.

Beyond saving time, the tool eliminated the class of errors that could previously trigger rollbacks - removing both the operational cost and the reputational risk that came with them.

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