Welcome to RoundTables

RoundTables is Lenox Park Solutions' proprietary platform designed to help institutional investors — Limited Partners (LPs) — measure and understand the diversity of their investment portfolios through their General Partners (GPs).

Through RoundTables, LPs send structured surveys to GPs collecting demographic data across three critical dimensions of their firms:

• Full-Time Employees — the overall workforce composition
• Ownership — who owns equity in the firm
• Leadership — who holds decision-making power

This data is then synthesized into a customized Lenox Park Index (LPI) score — a quantitative measure of how diverse your portfolio truly is, beyond surface-level reporting.

Who Uses RoundTables?

Limited Partners (LPs) LPs are the institutional investors — pension funds, endowments, foundations, and family offices — who use RoundTables to survey their GP managers and generate LPI scores for their portfolio.

As an LP you can:

• Create and send surveys to your GPs
• Track survey completion and approval status
• Review submitted demographic data
• Generate and interpret your LPI score
• Approve or delegate survey responses

General Partners (GPs) GPs are the fund managers who receive survey requests from their LP investors and respond with demographic data about their firm.

As a GP you can:

• Receive and complete surveys sent by LPs
• Collaborate with colleagues on survey responses
• Submit and track your responses
• View your own diversity data

Setting Up Your Account

Step 1 — Accept your invitation You'll receive an email invitation from Lenox Park Solutions. Click the link in the email to activate your account. Make sure to use the exact email address the invitation was sent to — this is critical for permissions to work correctly.

Step 2 — Create your password Set a strong password and log in for the first time. Save your credentials somewhere secure.

Step 3 — Complete your profile Once logged in, navigate to your profile settings and confirm:

• Your full name and title
• Your organization name
• Your contact email

Step 4 — Familiarize yourself with the dashboard Your dashboard is your home base. From here you can see:

• Active surveys assigned to you
• Pending approvals (LPs)
• Submitted surveys and their status
• Your LPI score summary (LPs)

For GPs: Completing Your First Survey

Step 1 — Open your survey invitation Click the link in your invitation email. Make sure you're logged into RoundTables with the same email address the invitation was sent to.

Step 2 — Review the survey sections Surveys are divided into three sections — Full-Time Employees, Ownership, and Leadership. Take time to gather accurate data before completing each section.

Step 3 — Collaborate if needed If you need a colleague to help complete specific sections, you can invite them to collaborate. See our article on Approving & Delegating Surveys for how to do this.

Step 4 — Submit your response Once all sections are complete, review your answers and submit. You'll receive a confirmation email and your LP will be notified.

Note: Once submitted, surveys are locked. If you need to make changes contact your LP or see Reopening a Submitted Survey.

Understanding Your LPI Score

The Lenox Park Index (LPI) is a customized diversity score calculated from the demographic data your GPs submit. It measures diversity across three dimensions:

Your LPI score gives you a clear, data-driven picture of how diverse your portfolio investments are — not just at the surface level, but across the dimensions that matter most for impact investing.

A higher LPI score reflects greater diversity across your GPs' firms. Scores are updated each time a new survey cycle is completed and approved.

Common First-Time Issues

I can't access my survey Make sure you're logged in with the exact email the invitation was sent to. If the problem persists, see Survey Permissions & Troubleshooting or submit a support ticket.

I didn't receive my invitation email Check your spam or junk folder and search for an email from Lenox Park Solutions. If you still can't find it, contact your LP or submit a support ticket.

I made a mistake on my submitted survey Surveys lock upon submission. Contact your LP to request a reopening or see Reopening a Submitted Survey.

I'm not sure who my LP contact is Check your invitation email for the sender's details or submit a support ticket and our team will connect you.

Key Terms to Know

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