Free private markets document generator
Private Markets Diversity Metrics Collection Template
Generate an original LP diversity metrics collection template for manager ownership, leadership, workforce, investment teams and portfolio companies. Create a consistent annual metrics request that managers can complete and LPs can compare over time.
What this generator covers
Inputs used by the document
- Collection scope: Limited partner, Collection year, Data as-of date, Population scope, Geographic scope
- Required metric blocks: Ownership fields, Leadership fields, Workforce fields, Investment-team fields, Portfolio-company fields
- Data governance: Definition standard, Prior-year comparison, Certification, Confidentiality treatment, Submission format
01
Reporting instructions
Institutional LP requests diversity metrics for 2027, measured as of December 31, 2027. Report actual values, not estimates, and explain unavailable fields.
02
Definitions & scope
Population scope: Management company employees, investment professionals, ownership and controlled portfolio-company boards. Geographic scope: Global gender data; race and ethnicity data where lawful and voluntarily disclosed. Apply this standard: Use self-identification, report unknown or declined separately and do not infer identity.
03
Ownership metrics
Total owners, ownership percentage, voting control and carry participation by demographic group
04
Leadership metrics
Executive committee, investment committee, partners and managing directors by demographic group
05
Workforce metrics
Headcount, hires, promotions, departures and voluntary turnover by level and function
06
Investment-team metrics
Investment headcount, seniority, strategy, hires, promotions and departures
07
Portfolio-company metrics
Board, CEO and executive-team representation for controlled investments
08
Time-series comparison
Provide current year, prior year and change in percentage points
09
Data quality & certification
CFO, COO or authorized officer certifies completeness and methodology
10
Privacy & confidentiality
Aggregate for benchmarking; restrict identifiable employee-level data
11
Submission requirements
Structured spreadsheet plus methodology notes and material-change explanation
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