4.4 – Investor Relations and Reporting
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Investor Relations and Reporting
Investor relations is the bridge between a venture capital fund and its limited partners (LPs). Done well, it builds trust, improves transparency, and increases the likelihood of LPs committing to future funds.
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Most funds provide LPs with quarterly reports containing:
Most funds provide LPs with quarterly reports containing:
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Updated financial statements
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Current valuations of portfolio companies
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A summary of investment activity and exits
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Commentary on market trends and portfolio performance
Other Considerations:
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Annual meetings or investor calls give LPs a deeper dive into fund strategy and results, often featuring presentations from portfolio company founders.
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Good investor relations goes beyond delivering numbers. It tells the story behind the data — why a company’s progress matters, how challenges are being addressed, and where the portfolio is headed.
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Transparency is key. LPs appreciate clear updates, even in difficult periods, and value proactive communication over surprises.
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Strong investor relations not only fulfill a fund’s reporting obligations but also help secure ongoing support from LPs for future funds.
This is not legal advice. Specific obligations depend on your structure and jurisdiction—work with qualified counsel and registered professionals.
