Templates
Templates to copy into your fund's process
Investment memos, diligence checklists, application forms and founder questions to copy and adapt. None needs Delsivo.
14 pages
- Investment memo template for venture fundsA ten-section plain-text investment memo for venture deals, with claims, evidence and risks.Read more
- VC due diligence checklist by stageA stage-marked due diligence checklist for venture funds, from team to cap table.Read more
- VC application form template for startup intakeA 19-field startup application form for funds and accelerators, with privacy notes.Read more
- Founder interview questions for a first conversationEighteen first-meeting founder questions with follow-ups and topics to avoid.Read more
- Investment thesis template for venture fundsA one-page, versioned investment thesis with rules, weighted preferences and testable beliefs.Read more
- Startup data room checklist for foundersSeven data room folders for founders, marked by stage, with a list of what not to upload.Read more
- Diligence information request list for foundersA prioritised, founder-facing diligence request email with reasons and deadlines.Read more
- Deal screening scorecard for venture fundsA first-look scorecard with sourced criteria, three readings and a recorded human decision.Read more
- Reference check questions for startup foundersAn opening script and seventeen reference questions for founders and customers, with limits.Read more
- Pass email template for declining founders kindlyFour respectful pass emails for each stage, with one honest reason and a clear next step.Read more
- Investment committee agenda and decision recordA timed committee agenda with frozen pre-reads and a decision record per deal.Read more
- Revisit milestones note for passed startupsAn internal note for passed deals: reasons, measurable milestones, a date and an owner.Read more
- Investor pipeline tracker template for a fundraising roundA copyable investor pipeline for a round: eight stages, the columns that matter, stage weighting and a weekly review.Read more
- Investor update email template that investors readA monthly update for investors and prospects: summary, defined numbers, wins, problems, round status and specific asks.Read more
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