Free private markets document generator
LP Technology Requirements & RFP
Create an LP technology RFP covering private markets data, workflows, analytics, reporting, integrations, security and implementation requirements. Turn an allocator's operating needs into a structured private markets technology RFP.
What this generator covers
Inputs used by the document
- Organization & scope: Organization, Project name, Expected users, Portfolio scope, Asset types
- Functional requirements: Data ingestion, Analytics, Workflows, Reporting, Required integrations
- Technology & selection: Security requirements, AI requirements, Implementation target, Support model, Selection criteria
01
RFP overview
Municipal Retirement Investment Office invites proposals for Private Markets Data and Portfolio Platform. The selected platform will support institutional private markets investment, operations, risk and reporting workflows.
02
Program scope
The platform will serve 35 across investments, operations, risk and finance and support $2.1bn private markets NAV across 95 funds and 42 managers. Covered asset types include private equity, venture capital, private credit, real assets, secondaries and co-investments.
03
Data management
The solution must ingest and normalize capital notices, quarterly reports, ILPA templates, audited statements, cash flows and underlying holdings. Vendors should describe validation, lineage, exception management and source-document traceability.
04
Analytics
Required analytics include net IRR, TVPI, DPI, RVPI, PME, attribution, exposure, pacing, liquidity and scenario analysis. Calculations must be transparent, reproducible and exportable.
05
Investment & operations workflows
The platform must support commitment approvals, capital calls, valuations, document review, watchlists and annual manager reviews, with configurable approvals, ownership, deadlines and audit trails.
06
Reporting
Required outputs include Investment Committee, board, finance, risk and ad hoc self-service reporting. Users should be able to create governed reports without vendor development.
07
Integrations
The solution must integrate with custodian, general ledger, document repository, SSO, data warehouse and business intelligence tools. Describe APIs, file transfer, implementation ownership and monitoring.
08
Security & AI
Security requirements are SOC 2 Type II, encryption, SSO/SAML, role-based access, audit logs, penetration testing and incident response. AI capabilities must meet: document extraction with citations, human review, tenant isolation and no model training on client data.
09
Implementation
Production launch within nine months, including five years of historical migration
10
Support & service
Named implementation lead, administrator training, 24-hour critical response and quarterly service reviews
11
Proposal evaluation
Proposals will be evaluated using 30% functionality, 20% data quality, 20% security, 15% implementation, 10% service, 5% price. Vendors must disclose pricing, dependencies, exclusions and implementation assumptions.
How to use this document generator
Review the example assumptions, replace them with information from your own investment process, and check every statement against the governing documents and source data. The interactive version updates the draft immediately and can export it to Word or PDF without a login.
Template transparency
Draft status
This template creates an editable first draft. Review every statement against source data and governing documents.
Privacy and export
Inputs stay in your browser. Word and PDF exports are created locally and this page does not store your document.
Scope
This is a practical starting point, not legal, tax, or investment advice.
Template 1.0 · Reviewed 13 August 2026