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 DRAFT: Updated Portfolio Company Template
DRAFT: 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