Investment Committee Memo
Create an institutional LP private equity or venture capital investment committee memo with fund-underwriting inputs and Word or PDF export.
Open generatorPrivate 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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Investment Policy Statement
Draft an institutional LP private equity allocation policy and private markets investment policy statement covering liquidity, pacing, diversification and governance.
Open generatorLiquidity & Cash-Flow Plan
Forecast private equity capital calls, distributions, unfunded commitments, liquidity coverage and stress actions in an LP-ready cash-flow plan.
Open generatorPortfolio Construction Memo
Draft an institutional LP private equity portfolio construction memo covering strategy mix, manager count, commitments, vintages and concentration limits.
Open generatorFamily Office Policy
Create a family office private markets policy covering allocation, liquidity, direct investments, governance, concentration and family objectives.
Open generatorDiversification Report
Generate a private markets diversification report across managers, funds, vintages, strategies, geographies and sectors.
Open generatorVintage-Year Allocation Plan
Create a multi-year private markets vintage allocation plan with annual commitments, strategy pacing, manager cadence and stress assumptions.
Open generatorAnnual Commitment & Pacing Plan
Create an annual private equity commitment pacing plan using pacing-model assumptions for budgets, re-ups, new managers, liquidity and approvals.
Open generatorLP Technology Requirements & RFP
Create an LP technology RFP covering private markets data, workflows, analytics, reporting, integrations, security and implementation requirements.
Open generatorData & Reporting Policy
Draft a private markets data and reporting policy covering ownership, valuation, performance metrics, data quality, access and retention.
Open generatorSecondary Liquidity Planning Memo
Create a secondary liquidity planning memo covering sale objectives, portfolio selection, pricing, process, conflicts, risks and proceeds.
Open generatorInvestment Governance Policy
Draft a private markets governance policy defining board, investment committee, staff, consultant, delegation, conflicts and reporting responsibilities.
Open generatorArtificial Intelligence Policy
Create a private markets AI policy covering permitted uses, confidential data, human review, vendors, model risk, records and incident response.
Open generatorProgram Review & Board Report
Create a board-ready private markets program review covering allocation, commitments, cash flows, TVPI, DPI, RVPI, net IRR, diversification, governance and outlook.
Open generatorFund Manager DEI Monitoring Questionnaire
Create an original LP DEI monitoring questionnaire covering manager ownership, workforce, investment teams, portfolio practices and annual progress.
Open generatorDiversity Metrics Collection Template
Generate an original LP diversity metrics collection template for manager ownership, leadership, workforce, investment teams and portfolio companies.
Open generatorFund Manager ESG Integration Assessment
Create an original LP assessment of a fund manager's ESG governance, investment integration, portfolio monitoring, climate practices and reporting.
Open generatorLP Co-Investment Program Due Diligence Questionnaire
Generate an original LP due-diligence questionnaire for building a co-investment program, including governance, sourcing, underwriting, allocation and operations.
Open generatorFund Terms Review & Negotiation Memo
Create an LP fund terms review and negotiation memo covering economics, alignment, governance, key-person protections, conflicts and priority asks.
Open generatorEnd-of-Life / Zombie Fund Action Memo
Create an LP action memo for an end-of-life or zombie fund covering remaining assets, fees, valuation, governance, liquidity options and next steps.
Open generatorAI Implementation Plan
Create an LP AI implementation plan covering approved use cases, data controls, human review, pilots, training, governance and success measures.
Open generatorLP Technology Vendor Evaluation Report
Create an LP technology vendor evaluation report covering requirements, data, integrations, security, implementation, service and total cost.
Open generatorCo-Investment Evaluation Memo
Create an institutional LP private equity co-investment evaluation memo covering sponsor, valuation, returns, governance, risks and portfolio fit.
Open generatorSecondary Sale Evaluation Memo
Create an institutional LP private equity secondary sale memo covering fund interests, price, NAV discount, buyer process, liquidity, risks and recommendation.
Open generatorContinuation Fund Evaluation Report
Create an LP continuation fund evaluation report covering the asset, valuation, rollover or cash-out decision, conflicts, governance, economics, alternatives and recommendation.
Open generatorStrategic Allocation & Implementation Memo
Create an LP strategic allocation and implementation memo covering objectives, target ranges, capital-market assumptions, policy mix, liquidity and implementation.
Open generatorNew Program Launch Plan
Create an LP launch plan for a new private markets program covering mandate, governance, resources, pacing, liquidity, manager selection and first-year milestones.
Open generatorManager Re-Up Planning Memo
Create an LP manager re-up planning memo covering track record, current-fund performance, relationship value, terms changes, portfolio fit, risks and decision conditions.
Open generatorPortfolio Risk Limits & Rebalancing Policy
Create a private markets risk limits and rebalancing policy covering allocation, manager, strategy, vintage, geography, liquidity, breaches and corrective actions.
Open generatorScenario Planning Report
Create a private markets scenario planning report covering base, downside and upside cases, NAV, liquidity, pacing, concentration, manager outcomes and action triggers.
Open generatorOperating Procedures Manual
Create a private markets operating procedures manual covering sourcing, diligence, approvals, subscriptions, capital calls, valuations, monitoring, reporting and records.
Open generatorBenchmarking Policy
Create an institutional LP private equity benchmarking policy covering TVPI, DPI, net IRR, PME, quartiles, peer groups, reporting and governance.
Open generatorESG / Responsible Investment Policy
Create a private markets ESG and responsible investment policy covering principles, manager diligence, ownership, monitoring, reporting, exclusions, governance and incidents.
Open generatorProgram Objectives & KPI Framework
Create a private markets program objectives and KPI framework covering return, pacing, liquidity, diversification, manager quality, operations, reporting and governance.
Open generatorPrivate Equity Fund Due Diligence Questionnaire
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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