Update Templates
Not sure where to start with your update? Let our Template Library be your guide! All templates can be added directly to your Visible account by choosing "Get This Template."
Made for Investors
LP Fundraising Monthly Progress Update
This Udpate template will help you keep your potential LPs up to date on a monthly basis while you're fundraising. It's designed to inform, impress, and keep LPs moving through your fundraising pipeline.
Quarterly Update for Current and Potential LPs
This Update Template is used by an investor on Visible to nurture relationships with both current and potential LPs. We love how the user embeds a video summary to communicate highlights from the portfolio with LPs on a quarterly basis.
Standard LP Update Template
Check out this template to get inspiration for your next LP update. Consisting of highlights/lowlights, metrics, portfolio news, and more, the template is a great backbone for your next LP update.
Aduro Advisors Recommended Quarterly LP Update Letter Template
Aduro Advisors (Aduro) is the premier fund administrator for venture capital and private equity firms. This template is great way to foster deeper, more personable relationships with LPs. It’s designed to share highlights from the portfolio to keep current and potential LP’s excited and engaged.
Quarterly Portfolio Update (Internal Sharing)
This template is designed for a Visible superuser to summarize updates from the portfolio to share with their team members.
Weekend Fund LP Update Template
This template is based on a post written by the Weekend Fund titled 'How we write LP updates at Weekend Fund'. The partners at Weekend Fund update their LPs every two months and suggest updating your LPs every quarter at a minimum.
Concise Quarterly LP Update
Our Concise Quarterly LP Update template combines best practices and tips from Visible users.
Internal Portfolio Review Update
This template is designed to help increase transparency across your internal team.
Impact Investor LP Update Template
This 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.