Print and use|Free
Free worksheets
Printable worksheets and checklists you can use with any fund document. Each has an answer key. Use your browser’s print option to save a PDF.
Worksheets
Pick one
General education only. Every fund and number in them is hypothetical.
Worksheet
GP commitment checklist
Due-diligence questions plus a worked example: headline, cash and own money.
Checklist
Fund one-pager checklist
Five highlighters for reading any fund factsheet: strategy, metrics, leverage, track record, terms.
Worksheet
Commitment pacing starter
Work out how much to commit each year to reach a target, with an answer key.
The LP desk
A new worksheet idea most weeks
Subscribers to The LP desk hear first when we add a worksheet or a tool.
One lesson, one chart, one take
The LP desk, the Carry & Compound newsletter. Free, weekly on Tuesdays.
Pressing “Sign up” loads our sign-up form from Beehiiv, our email provider, which sets its own cookies. Nothing from Beehiiv loads before you press it.
The sign-up form didn’t load. You can sign up on our newsletter page instead.
Prefer a separate page? Sign up on our newsletter page