Investment Committee Memo Template
Create an institutional LP private equity or venture capital investment committee memo with fund-underwriting inputs and Word or PDF export.
Use templatePrivate markets document templates for institutional LPs
Create investment memos, investment policy statements, due-diligence questionnaires, commitment pacing plans, liquidity reports and governance policies. Edit the assumptions, review the document live, then export to Word or PDF.
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Each template opens with example inputs ready to edit and export.
Private Markets Investment Policy Statement Template
Draft an institutional LP private equity allocation policy and private markets investment policy statement covering liquidity, pacing, diversification and governance.
Use templatePrivate Markets Liquidity & Cash-Flow Plan Template
Create a private markets liquidity and cash-flow plan from supplied forecasts, with editable funding actions and Word or PDF export.
Use templatePortfolio Construction Memo Template
Draft an institutional LP private equity portfolio construction memo covering strategy mix, manager count, commitments, vintages and concentration limits.
Use templateFamily Office Investment Policy Statement Template
Create a family office private markets policy covering allocation, liquidity, direct investments, governance, concentration and family objectives.
Use templatePortfolio Diversification Report Template
Generate a private markets diversification report across managers, funds, vintages, strategies, geographies and sectors.
Use templateVintage-Year Allocation Plan Template
Create a multi-year private markets vintage allocation plan with annual commitments, strategy pacing, manager cadence and stress assumptions.
Use templateAnnual Commitment Pacing Plan Template
Create an annual private equity commitment pacing plan using pacing-model assumptions for budgets, re-ups, new managers, liquidity and approvals.
Use templateLP Technology RFP Template
Create an LP technology RFP covering private markets data, workflows, analytics, reporting, integrations, security and implementation requirements.
Use templateData & Reporting Policy Template
Draft a private markets data and reporting policy covering ownership, valuation, performance metrics, data quality, access and retention.
Use templateSecondary Liquidity Planning Memo Template
Create a secondary liquidity planning memo covering sale objectives, portfolio selection, pricing, process, conflicts, risks and proceeds.
Use templateInvestment Governance Policy Template
Draft a private markets governance policy defining board, investment committee, staff, consultant, delegation, conflicts and reporting responsibilities.
Use templateAI Policy Template for LPs
Create a private markets AI policy covering permitted uses, confidential data, human review, vendors, model risk, records and incident response.
Use templatePrivate Markets Board Report Template
Create a board-ready private markets program review covering allocation, commitments, cash flows, TVPI, DPI, RVPI, net IRR, diversification, governance and outlook.
Use templateFund Manager DEI Questionnaire Template
Create an original LP DEI monitoring questionnaire covering manager ownership, workforce, investment teams, portfolio practices and annual progress.
Use templateDiversity Metrics Collection Template
Generate an original LP diversity metrics collection template for manager ownership, leadership, workforce, investment teams and portfolio companies.
Use templateFund Manager ESG Assessment Template
Create an original LP assessment of a fund manager's ESG governance, investment integration, portfolio monitoring, climate practices and reporting.
Use templateCo-Investment Program Readiness Template
Generate an original LP due-diligence questionnaire for building a co-investment program, including governance, sourcing, underwriting, allocation and operations.
Use templateFund Terms Review & Negotiation Memo Template
Create an LP fund terms review and negotiation memo covering economics, alignment, governance, key-person protections, conflicts and priority asks.
Use templateEnd-of-Life & Zombie Fund Action Memo Template
Create an LP action memo for an end-of-life or zombie fund covering remaining assets, fees, valuation, governance, liquidity options and next steps.
Use templateAI Implementation Plan Template for LPs
Create an LP AI implementation plan covering approved use cases, data controls, human review, pilots, training, governance and success measures.
Use templateLP Technology Vendor Evaluation Report Template
Create an LP technology vendor evaluation report covering requirements, data, integrations, security, implementation, service and total cost.
Use templateCo-Investment Evaluation Memo Template
Create an institutional LP private equity co-investment evaluation memo covering sponsor, valuation, returns, governance, risks and portfolio fit.
Use templateSecondary Sale Evaluation Memo Template
Create an institutional LP private equity secondary sale memo covering fund interests, price, NAV discount, buyer process, liquidity, risks and recommendation.
Use templateContinuation Fund LP Evaluation Template
Create an LP continuation fund evaluation report covering the asset, valuation, rollover or cash-out decision, conflicts, governance, economics, alternatives and recommendation.
Use templateStrategic Allocation & Implementation Memo Template
Create an LP strategic allocation and implementation memo covering objectives, target ranges, capital-market assumptions, policy mix, liquidity and implementation.
Use templatePrivate Markets Program Launch Plan Template
Create an LP launch plan for a new private markets program covering mandate, governance, resources, pacing, liquidity, manager selection and first-year milestones.
Use templateManager Re-Up Decision Memo Template
Create an LP manager re-up planning memo covering track record, current-fund performance, relationship value, terms changes, portfolio fit, risks and decision conditions.
Use templatePortfolio Risk Limits & Rebalancing Policy Template
Create a private markets risk limits and rebalancing policy covering allocation, manager, strategy, vintage, geography, liquidity, breaches and corrective actions.
Use templateScenario Planning Report Template
Create a private markets scenario planning report covering base, downside and upside cases, NAV, liquidity, pacing, concentration, manager outcomes and action triggers.
Use templatePrivate Markets Operating Procedures Template
Create a private markets operating procedures manual covering sourcing, diligence, approvals, subscriptions, capital calls, valuations, monitoring, reporting and records.
Use templatePrivate Equity Benchmarking Policy Template
Create an institutional LP private equity benchmarking policy covering TVPI, DPI, net IRR, PME, quartiles, peer groups, reporting and governance.
Use templateESG & Responsible Investment Policy Template
Create a private markets ESG and responsible investment policy covering principles, manager diligence, ownership, monitoring, reporting, exclusions, governance and incidents.
Use templateLP Program Objectives & KPI Framework Template
Create a private markets program objectives and KPI framework covering return, pacing, liquidity, diversification, manager quality, operations, reporting and governance.
Use templatePrivate Equity Fund Due Diligence Questionnaire Template
Create a private equity fund DDQ template and due diligence checklist for LPs covering strategy, team, track record, terms and operations.
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