The following guidance addresses the documents (provided by the GP, third parties, and internally-generated) that an LP should collect, create, and review at various points during the closing of a fund. As several of these documents are often revised after the final closing, this guidance also suggests which documents should be monitored for changes in subsequent periods.
Go to Updated Portfolio Company Template
Updated Portfolio Company Template
Review ILPA’s updated Portfolio Company Template and provide feedback during our open comment period.
Model Documents / TemplatesTemplates, Standards & Model Documents07/22/2026