The 5 templates every fund needs — and the guide that connects them. Quarterly investor updates, the LP communication calendar, the data room checklist, the reporting deck, and the LP pipeline tracker.
Built from the practice of institutional investor relations teams. Open them, replace the placeholders with your fund, use them this quarter — whatever your fund's size or vintage.
Get the playbook — $199 one-timeDelivered by email right after payment. One-time purchase, yours to use across your funds.
What is inside
"The 5 Templates Every Fund Needs" — why each template matters, how to use it, and what good looks like, from the practice of institutional IR teams.
The five-part update LPs expect, within six weeks of quarter end: highlights, fund metrics, portfolio table, market view, what is next.
Twelve months pre-marked: quarterly calls and reports, the annual investors' meeting, the industry events, press and content slots.
Twenty-three documents across ten folders, each marked Ready / In progress / To do, with a sensitivity level for pre-marketing.
Ten slides for the quarterly call, structured the same way every quarter, with the figures an allocator checks first.
One row per LP, status from Identified to Committed, plus the meeting preparation sheet: what to gather before, what to ask during.
Your fund reads like a manager with an IR team — because the system is the IR team. $199 one-time, delivered by email right after payment.
Get the playbook — $199 one-time