Pillar II · Templates · Forthcoming Q4 2026
The track record format underwriters and LPs expect.
Sponsor track-record and case-study templates formatted for LP investor decks and lender credit submissions — built from the formats institutional capital actually reads, with the assumptions and footnotes auditors flag.
What it is
2 deliverables
Aggregated track-record table + per-deal case study one-pager.
DOCX + PPTX + PDF
Word for LP decks, PowerPoint for IC, PDF for lender submission.
$37
$47 retail. 30 days no-questions refund.
Who this is for
Sponsors raising equity
Build a fundraising-ready track record without paying an IR shop $5K to format what you already have.
Sponsors at refinance
Provide the lender's credit committee with the proper track-record format on first submission; reduce credit review cycles.
Family offices / private investors
Maintain a clean personal track record for co-GP and JV discussions. The same format works for sponsor pitches and lender submissions.
Asset management
Refresh the standing track record quarterly. The template structure preserves historical attribution as the portfolio evolves.
What's in the file
- Track-record summary table (institutional format)
- Realized vs. projected returns columns
- Aggregate-level metrics + cohort breakouts
- Per-deal case study one-pager (LP deck format)
- Per-deal case study one-pager (lender format)
- Footnote conventions for co-invest, currency, vintage
- ILPA-aligned reporting reference
FAQ
Does it handle co-GP and JV deals?
Yes. The footnote conventions explicitly cover sponsor-level vs. deal-level attribution, with examples for co-GP, JV, and single-sponsor cases.
ILPA / GIPS compliance?
The format aligns with ILPA reporting conventions. Full GIPS compliance requires an audit; the template provides the format without claiming the verification.
Refund policy?
30 days, no questions, no forms. Email support@valoreregistry.com.
Pricing
Retail at release $47
Founders' price (first 14 days) $37
Single ZIP delivery: DOCX + PPTX + PDF. Free point-update releases for 12 months. Informational only — not investment advice.