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Quarterly Report Template for Emerging VCs (Free Download)

The exact quarterly LP report format used by top-performing emerging managers. Five pages, five sections, zero fluff. Copy this template and never miss a reporting cycle again.

Michael KaufmanMichael Kaufman··10 min read

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The exact quarterly LP report format used by top-performing emerging managers. Five pages, five sections, zero fluff. Copy this template and never miss a reporting cycle again.

Your quarterly LP report is the most important document you produce as a fund manager. It's how LPs evaluate your competence, track your fund's performance, and decide whether to re-up for Fund II. Get it right, and you build compounding trust. Get it wrong — or skip it — and you erode the relationships that fund your career.

This template gives you the exact format that institutional LPs prefer: five pages, five sections, consistent structure. Use it as-is or adapt it to your fund's specific needs.

The Template: 5 Pages, 5 Sections

Page 1: GP Letter

This is your personal letter to LPs. It should read like a thoughtful note from a trusted partner, not a compliance document.

Format:

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Michael Kaufman

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Michael Kaufman

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