LP Communication

A “Lite” Update to Share with LPs

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.

Portfolio Monitoring Best Practices

Regular, high-quality, and actionable data from portfolio companies is essential for effective decision-making, founder support, and LP reporting. To maximize its value, focus on ensuring timely submissions with full completion, collecting structured data that allows for consistent comparisons across companies, and generating insights that reveal where targeted support or strategic intervention can drive impact.

Internal Portfolio Review Update

This template is designed to help increase transparency across your internal team.

Impact Investor LP Update Template

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.

Concise Quarterly LP Update

Weekend Fund LP Update

Bi-monthly LP updates modeled on Weekend Fund’s authentic, concise communication style.

Aduro Advisors Quarterly LP Update Letter

Detailed and formal quarterly LP letter recommended by Aduro Advisors for institutional communication.

VC Stack LP Update Template

A structured LP update template by VC Stack that emphasizes consistent and clear reporting.

LP Fundraising Monthly Progress Update

Used during fundraising to keep potential LPs informed on monthly progress and commitments.

Quarterly Update for Current and Potential LPs

Quarterly updates with a video summary for current and potential LPs to highlight wins and updates.

Quarterly Portfolio Update (Internal Sharing)

Internal portfolio update to align internal stakeholders on performance and developments.

Standard LP Update Template

A general-purpose quarterly LP update template covering highlights, lowlights, and metrics.