Free private markets document template
LP Technology Vendor Evaluation Report Template
Create an LP technology vendor evaluation report covering requirements, data, integrations, security, implementation, service and total cost.
01
Executive summary
Public Pension Investment Office evaluated Vendor A, Vendor B and Vendor C for its Private markets portfolio monitoring platform. The recommended decision is to Select Vendor A subject to final security schedule, implementation milestones and price protection.
02
Business requirements
Create a governed source of truth for commitments, cash flows, exposure, performance and manager reporting
03
Evaluation method
Weighted RFP, scripted demonstrations, security review, references and commercial analysis
04
Functional fit
Vendor A: 89/100; Vendor B: 82/100; Vendor C: 76/100
05
Data & analytics
Vendor A leads in look-through and workflow; Vendor B leads in flexible reporting
06
Architecture & integrations
Vendor A has tested APIs for custodian and accounting systems; Vendor C requires custom work
07
Security, privacy & controls
All vendors meet baseline; Vendor A provides strongest audit logs and data residency options
08
Implementation approach
Vendor A: 16 weeks; Vendor B: 22 weeks; Vendor C: 28 weeks
09
Service & support
Vendor A includes named implementation lead and quarterly success reviews
10
Commercial evaluation
Vendor A: $840k; Vendor B: $720k; Vendor C: $650k
11
Reference findings
Vendor A references confirmed implementation discipline and responsive support; reporting configuration requires internal ownership
12
Risks & mitigations
Data migration quality, internal resource availability, configuration complexity and vendor concentration. Proposed mitigations: Fixed migration acceptance tests, named data owner, milestone payments and termination assistance.
13
Recommendation
Select Vendor A subject to final security schedule, implementation milestones and price protection