Free private markets document generator
LP Technology Vendor Evaluation Report
Create an LP technology vendor evaluation report covering requirements, data, integrations, security, implementation, service and total cost. Convert an LP technology selection process into a documented comparison and recommendation.
What this generator covers
Inputs used by the document
- Evaluation scope: Organization, Project, Business need, Vendors evaluated, Evaluation method
- Evaluation results: Functional fit, Data & analytics, Integrations, Security & controls, Implementation, Service model
- Commercial & decision: Three-year TCO, Reference findings, Key risks, Mitigations, Recommendation
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
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