fbpx

Tear Sheet Examples for Venture Capital Managers

By: Allan Parks

Product Manager, Portfolio Monitoring
April 14, 2023

When monitoring hundreds of portfolio companies across multiple, complex funds with numerous internal stakeholders to liaise with, data aggregation is an extremely common challenge for venture capital managers. From meetings with prospective investors to startup pitch meetings to Monday morning team touch bases, it’s daunting but essential to keep these parties in the loop with concise and professional fund snapshots.

Our tear sheet examples provide venture capital managers with a strong start for this must-have, high-level reporting. Below, you can download our free .ZIP folder containing PDF templates for a venture capital fund-level tear sheet and a portfolio company-level tear sheet. With these documents, your team can quickly inform investors, prospects, and internal team members of the essential metrics surrounding your funds and investments.

Looking for private equity tear sheets instead? Click here to download our PE tear sheet kit.

Are you a venture capital manager ready to up your data analytics and reporting capabilities? Allvue’s Fund Performance and Portfolio Monitoring solution empowers GPs with analytics and capable reporting and dashboarding tools. Fund Performance and Portfolio Monitoring allows your team to quickly spin off automatically generated tear sheets like the ones in our downloadable kit, but it also does so much more — it’s built to act as your single source of fund performance truth. The solution’s dynamic dashboards and reports allow you to extract actionable insights from your data, spot trends, and make the right decisions for your funds.

Allvue can also help young, emerging managers scale thanks to the Equity Essentials solution set. This all-encompassing set of accounting, reporting, and investor communication solutions helps managers that are just starting out streamline their data collection, improve their portfolio monitoring capabilities, automatically generate tear sheets, and supercharge their growth to become the firm they hope to be.

Download the templates now

More About The Author

Allan Parks

Product Manager, Portfolio Monitoring

Allan Parks, Product Manager of Fund Performance and Portfolio Monitoring Solution joined Allvue in 2021. Previously, he was a Product Manager of Portfolio Construction Services at Capital Group, and prior to that, a Portfolio Advisor at Merrill Lynch’s Private Banking and Investment Group where he led Private Capital (Alternative Assets) portfolio allocation for a $5Bn AUM team serving foundations, family offices and UHNW. He is a graduate of University of San Diego, he holds an MBA from Thunderbird School of Global Management (ASU), and he is a CFA Charterholder.