<aside> 💡 This data room structure is designed as a straightforward ‘skeleton’ tool for VCs to efficiently organize and present critical information to Limited Partners (LPs) during the fundraising process. It should help you to uncover a full a set of information that might be relevant for LPs.
It helps gather and showcase essential details about your fund’s strategy, team, portfolio, financials, and legal structure, providing LPs with a clear and comprehensive view of your investment opportunity.
⚒️ How to Use: 1/ Copy this template to your workspace and customize it according to your fund’s needs. Use it as a static site to share with potential LPs, or create a unique copy for each LP to tailor the presentation to their interests.
2/ Adjust the structure and content based on your fund’s specific positioning, size, and investment thesis.
3/ Add sub-pages as needed to specific sections to fill in information in required granularity.
🔍 For more complex VC workflows; explore full set of Notion templates for venture capitalists at [www.notionvc.com](<http://www.notionvc.com>)
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Mission, investment thesis, target fund size, and target returns.
Amount raised to date, target close date, and fundraising milestones.
Brief bios of key partners and team members, highlighting relevant investment experience.
Details on the fund’s legal entity, jurisdiction, and governance structure.
Summary of key terms (e.g., management fees, carry, preferred returns, hurdle rates).
Templates for LP agreements, capital commitments, and side letters.
Track record and performance metrics of prior funds (if applicable).