Documents
Templates for investment memos, SAFE agreements, LP reports, and more.
Due Diligence Checklist Template
Sample due diligence checklist of items for startup funding.
Termsheet (extensive) Template
Sample term sheet template.
Fundraising Investor Tracking List Template
Template to track investors when doing your fundraise.
Visible.vc – Fund Performance Dashboards
Dashboards for tracking IRR, TVPI, DPI and more.
Visible.vc – LP Update Templates
Pre-built templates for VC funds to update LPs.
ILPA – Reporting Templates
Standardized templates for LP reporting and transparency.
Modeliks – KPI Dashboard for VC & PE
Performance dashboards for VC and PE firms.
Rows – Investment Portfolio Tracker
Automated portfolio tracker with live data in Rows.
VC Stack – LP Update Template
Free template and tips on writing LP updates.
Bain Capital Ventures – Board Deck Guide
Guide to creating effective board meeting decks.
Visible.vc – Board Packet Template
Template to help teams prepare efficient board packets.
Founder Institute – Investment Thesis Template
Template for crafting a VC investment thesis.
Carta – Investment Thesis Guide
Guide to writing a compelling investment thesis.
CoinShares Ventures – Investment Memo Template
Internal decision memo template used at CoinShares.
VC Lab – Deal Memo Template
IC deal memo template with detailed investment analysis.
Notion – Venture Capital Templates
Notion templates for VCs including portfolio tracking.
Bessemer Venture Partners – Real Investment Memos
Real investment memos shared by BVP for learning and reference.
Kruze Consulting – VC Due Diligence Checklist
Covers financial, legal, and HR due diligence.
You Exec – Portfolio Tracker
Spreadsheet tracker for startup investments.
Coda – Investment Memo Template
Structured Coda template for early-stage investment memos.
Cooley GO – Due Diligence Request List
Sample list of due diligence items for startup funding.
Visible.vc – Investment Memo
Guide and template for writing investment memos.
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