Guides

Run a better fund.

Practical guides for venture fund managers, family offices and angel investors, from the team behind Foliant.

• TVPI, DPI and IRR explained for venture investorsWhat TVPI, DPI, RVPI and IRR mean, how to calculate each from your cheques and marks, and which one LPs care about at each stage of a fund.Fund managers, angels and LPs · 7 min read
• How to write a quarterly LP update (with a template)A practical structure for quarterly LP updates and reports: what to include, what LPs skip, and a template you can copy for your next quarter.Emerging managers and fund managers · 6 min read
• How angel investors should track their portfolioA simple system for angels to track every cheque, SAFE, valuation and update, so you always know what you own, what it is worth and what needs you.Angel investors and syndicate leads · 5 min read
• Raising a fund: building an LP pipeline that closesHow emerging managers can run a fund raise like a sales pipeline: targeting LPs, tracking soft and hard commitments, and following up without dropping anyone.Emerging managers raising Fund I or II · 6 min read
• Choosing portfolio management software for a venture fundWhat to look for in venture capital portfolio management software: portfolio metrics, LP reporting, fundraising CRM, security and price, with a checklist.Fund managers, family offices and operations leads · 6 min read