Investor OS — The Complete Toolkit for Private Market Investors

Whether you’re a solo GP, family office, or LP reviewing deals — this toolkit is your plug-and-play operating system for navigating private markets.

Built to streamline your workflow and raise your standards — from first look to final close.

What’s Inside:

🧾 Legal Templates
Editable LOIs, NDAs, SAFEs, Term Sheets, and Sub Agreements

📊 Deal Trackers
VC & PE pipeline templates in Excel

🧠 Due Diligence Kits
Checklists for VC, PE/M&A, and LP fund reviews

📦 Data Room Toolkit
Folder structure, README, and cap table template

📈 Valuation Models
Simple DCF and Comps worksheets

📁 Portfolio Tracker
Track portfolio performance and exposure with a clean Excel sheet

🛠️ Bonus: Notion Template Suggestions
For GPs and solo capital allocators

📄 Investor OS README
Quickstart overview to navigate the toolkit

Use Investor OS to bring order to your pipeline, move faster in diligence, and close deals with confidence.