Put the next follow-on decision in the context of the whole fund.
A short memo for one company's next round: what the fund has in it, what the reserve budget allows, and how its round timing compares with public data.
One fund. One defined task. PDF and Word. No subscription required.
Use this when
The decision is already in front of you.
→ A portfolio company has opened a round and the partnership needs a decision record.
→ You need to see the proposed check against reserve capacity and single-company exposure.
→ The IC discussion needs fund-level facts separated from the case for the company itself.
What to provide
Use the fund record you would stand behind.
→ The company's initial check, follow-ons, ownership and latest mark.
→ The entry round and date, plus the proposed next check when known.
→ The fund's reserve budget and portfolio construction settings.
→ Proposed fund check: Enter the amount currently under consideration.
→ Round and ownership context: State round size, valuation, expected ownership and material terms.
→ Company evidence: Summarize progress, runway, use of proceeds and material risks.
→ Alternatives under consideration: Describe smaller checks, pro rata, SPV, pass or conditions.
The result
A useful output—and a clear boundary.
What Architecture prepares
A concise internal memo with current exposure, room in the fund design, public round-timing context and questions the partnership still needs to settle.
What remains with you
The memo frames a fund-allocation decision. It does not assess the company's quality, predict its outcome or make an investment recommendation.
Architecture On Demand
Complete this task now.
Create a free account, choose the fund, answer the decision questions and complete secure checkout. Architecture applies the relevant workflow once and keeps the finished report under One-time reports.
Record follow-on, SPV and pass decisions consistently and preserve the rationale across the portfolio in Foundation. Your fund record and this purchase remain in the same Architecture account.