One fund. One defined task. PDF and Word. No subscription required.
Use this when
The decision is already in front of you.
→ Several portfolio companies may return to market and the remaining reserve is unclear.
→ The partnership is revisiting its reserve policy after actual deployment diverged from plan.
→ An LP has asked how follow-on capital is allocated and governed.
What to provide
Use the fund record you would stand behind.
→ The reserve percentage or dollar budget in the fund plan.
→ Initial investments and follow-on checks by company.
→ Any locked portfolio construction plan you want actuals compared against.
→ Expected follow-on requests: List known or likely requests, timing and possible check sizes.
→ Current reserve policy: Describe tiers, pro rata rights, ownership goals or exception rules.
→ Planning horizon: How far forward should the reserve plan support decisions.
The result
A useful output—and a clear boundary.
What Architecture prepares
A company-level view of reserve use, remaining capacity and the design constraints that should shape the next allocation decision.
What remains with you
The report shows capacity and concentration. It does not recommend an investment, value a company or decide which portfolio company should receive capital.
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.
Track every follow-on, record the partnership decision and see reserve drift as the portfolio changes in Foundation. Your fund record and this purchase remain in the same Architecture account.
