Stay on top of your portfolio companies and follow through on every commitment.
This template helps you turn your regular check-ins with founders into clear updates, dashboards, and action items—without adding more work to your plate.
After each meeting, the template summarizes key points, tracks company metrics like ARR and burn rate, logs action items (both yours and theirs), and updates your investor deck and portfolio systems (Carta, Notion, Asana).
It ensures you’re always helpful, always informed, and always ready to share updates with your LPs.
