LP & IR Support

LP/IR Materials

About this service

We've learned that LPs consume information differently at different stages. Some need a quick email summary of fund performance. Others want detailed quarterly breakdowns of each investment. We create a system where the right information reaches the right people at the right depth - from quick email updates to comprehensive quarterly reports to annual overviews. Everything is designed for clarity first.

Work we handle:

• Designing templates for different levels of detail

• Email summaries of fund performance

• Summarized LP updates for quick consumption

• Detailed quarterly reports (portfolio performance, individual investments, asks, needs)

• Annual LP reports and overviews

• Data visualization across all materials

• Organizing and version control

• Distribution preparation

Typical deliverables:

• Email update templates

• Short-form LP summary documents

• Comprehensive quarterly LP updates (designed PDFs)

• Annual reports

• Editable templates for your team

• Archive of all past materials

• Print-ready versions when needed

Add-ons:

• LP onboarding materials and welcome packets

• Fund marketing decks

• Investor presentation templates

• Data room organization and design

• Custom reports for specific LP requests

• Video or presentation versions of updates

What we need from you:

• Performance data and metrics each quarter

• Information on portfolio company updates, asks, and needs

• Clear sense of what different LP groups need to know

• Time for 1-2 review rounds per update

• Consistent timeline (quarterly, annually)