Intro Materials
First-pass orientation materials that establish the story, terms, and what to read next.
- •Intro Deck
- •One Pager
- •Fund Terms (to the extent set), Disclaimer
Section/intro-materials
VC Dataroom
Dataroom Overview
A complete, LP-ready checklist for reviewing Fund I materials
Team
Credentials, references, and investor-ready evidence of operator/investor capability.
- •Team Bios
- •Team Extended Bios
- •Team CVs
- •Letters of Recommendation / Testimonials / References
- •Team Previous Track Record
- ↳Individual Visual Dealsheets
- ↳Company
- ↳Date of Investment
- ↳Round Stage at Investment
- ↳Coinvestors
- ↳Current MOIC
- ↳Current Horizon IRR
Section/team
Track Record
Portfolio evidence from the proto-fund and prior roles, standardized for LP diligence.
- •Combined Track Record
- ↳Company
- ↳Date of Investment
- ↳Round Stage at Investment
- ↳Coinvestors
- ↳Current MOIC
- ↳Current Horizon IRR
- •3 Success Case Studies, with References if available.
- •3 Lessons Learned Case Studies
Section/track-record
Private Placement Memorandum
Formal fund documentation and the sections LPs diligence most.
- •Market Opportunity Section
Section/ppm
Imprint / Legal
Entity formation, standing, and governance artifacts.
- •Incorporation Documents
- •Good Standing Documents
- •Partner Agreements
Section/imprint-legal
Thesis & Pipeline
How you win (thesis) and how you deploy (pipeline), supported by concrete examples.
- •2-page Thesis Briefs (Segment / Sector / Stage)
- •Deal Sheets
- ↳3 Example Deals from last year (would have done if in market)
- ↳3 Example Pipeline Deals
- ↳3 Anti-Portfolio Deals (passed or missed due to lack of capital)
- •Export / Spreadsheet of Current Pipeline
- •Sourcing Advantages (networks, relationships, events)
Section/thesis-pipeline
Double Click Materials
Optional depth for LPs who want additional evidence and detail.
- •Extended Slide Deck
- •Extended Market Research
- •Media Kit / Mentions / Publications
Section/double-click
Portfolio Model
How the fund translates strategy into construction, sizing, and outcome distributions.
- •Portfolio Construction
- •Investment Period / Pacing Schedule
- •Sensitivity Analysis (based on capital raise amount)
- •Pretend Returns Forecasts (with fill-in-the-blank realtime updates)
Section/portfolio-model
LP Social Proof
Momentum and validation, appropriately redacted and probability-weighted.
- •Spreadsheet / Export of Fundraise Pipeline (redacted, probability weighted)
- •Letters of intent / letters of reference from LPs
Section/lp-social-proof
Recommended reading order
Intro Materials → Team → Track Record
Start with the story and terms, validate the team, then diligence the proto-fund and prior track record.