Made for Investors
Made for Investors
VC Stack LP Update Template
This LP Update template was crafted by founders at VC Stack. The blog post that includes this update template is titled 'How to Write a LP update as a VC' found at vcstack.io.
Made for Investors
LP Fundraising Monthly Progress Update
This Udpate template will help you keep your potential LPs up to date on a monthly basis while you're fundraising. It's designed to inform, impress, and keep LPs moving through your fundraising pipeline.
Made for Investors
Quarterly Update for Current and Potential LPs
This Update Template is used by an investor on Visible to nurture relationships with both current and potential LPs. We love how the user embeds a video summary to communicate highlights from the portfolio with LPs on a quarterly basis.
Made for Investors
Standard LP Update Template
Check out this template to get inspiration for your next LP update. Consisting of highlights/lowlights, metrics, portfolio news, and more, the template is a great backbone for your next LP update.
Made for Investors
Aduro Advisors Recommended Quarterly LP Update Letter Template
Aduro Advisors (Aduro) is the premier fund administrator for venture capital and private equity firms. This template is great way to foster deeper, more personable relationships with LPs. It’s designed to share highlights from the portfolio to keep current and potential LP’s excited and engaged.
Made for Investors
Quarterly Portfolio Update (Internal Sharing)
This template is designed for a Visible superuser to summarize updates from the portfolio to share with their team members.
Made for Investors
Weekend Fund LP Update Template
This template is based on a post written by the Weekend Fund titled 'How we write LP updates at Weekend Fund'. The partners at Weekend Fund update their LPs every two months and suggest updating your LPs every quarter at a minimum.
Made for Investors
Concise Quarterly LP Update
Our Concise Quarterly LP Update template combines best practices and tips from Visible users.
Made for Investors
Internal Portfolio Review Update
This template is designed to help increase transparency across your internal team.
Made for Investors
Impact Investor LP Update Template
This Update template is a great place to start if you are an impact investor. Visible lets you roll up your impact metrics for easy reporting each quarter.
Made for Investors
A “Lite” Update to Share with LPs
This Update Template is intended to give your LPs a quick pulse on the state of the fund. We cover Highlights, Lowlights, Asks, and a few portfolio metrics.
Made for Investors
Introducing Visible to Your Portfolio Companies
This template is intended to help Visible for Investor customers introduce Visible and Update Request to their portfolio companies.
Made for Investors
Portfolio Monitoring Best Practices
Getting regular, high quality, and actionable data from portfolio companies is important. It allows you to make better decisions, support your portfolio, share insights with portfolio company founders, report to LPs and more. Below are some best practices to make sure you get:
- Timely information (e.g. 100% completion)
- Structured data(comparing apples to apples)
- Actionable insights (how can we help companies)