Three New Templates Are Live!

Three new Peripheral-designed workflows, built for the side of the table where the deal starts and the fund gets raised.

Templates already handle the deal once it's in front of you — sourcing, diligence, the IC memo, the board update. But two of the most time-consuming workflows in a fund's calendar happen before and after that: figuring out which anonymized teaser is worth a second look, and keeping LPs informed and engaged once capital is committed. Both are high-stakes, both are recurring, and neither has ever fit neatly into a generic prompt.

Today, we're expanding Templates with three new workflows built specifically for investors managing their own fund and their own LP base.

What's New

• Inbound Teaser Analysis. Identify the company behind an anonymized teaser using financial signals and pattern matching, so you can make a go/no-go call before requesting the CIM.
• LP Reporting. Generate LP-ready reporting that communicates portfolio performance and progress with clarity and confidence, straight from the documents already in your Fortress.
• LP Sourcing. Source LPs whose mandates and interests align with your fund's strategy, turning a scattered outreach list into a targeted one.

Together, they extend Templates from the deal itself to the two conversations that surround every deal: where the capital comes from, and how it's reported on once it's deployed.

How It Works

Setup is the same as every other template:

• Choose a template. When creating a new project, pick Inbound Teaser Analysis, LP Reporting, or LP Sourcing alongside the existing workflows.
• Peripheral gets to work. It runs the analysis against the Fortress documents you select and delivers a comprehensive first output, ready for you to build on.
• Continue the conversation. Refine the output, ask follow-up questions, and go deeper — Peripheral goes wherever the work takes you.

Why It Matters

• A faster read on inbound deal flow. Stop guessing at what a teaser is hiding. Peripheral matches the financial signals against what you already know, so you can prioritize the deals worth pursuing and pass on the rest with confidence.
• LP-ready reporting, without the fire drill. Turn portfolio updates already sitting in your Fortress into reporting your LPs can act on, without rebuilding the deck from scratch every quarter.
• A sourcing list that actually fits your fund. Stop sending the same pitch to every allocator. Peripheral surfaces the LPs whose mandates genuinely align with your strategy, so outreach starts as a conversation, not a cold email.

These three templates work alongside your existing fund admin platform and CRM the same way the rest of Peripheral does — they don't replace your system of record, they get you to a stronger first draft faster than starting from a blank prompt.

At Peripheral, our mission is to remove friction and increase clarity, so you can get where you're trying to go, faster. These templates round out the fundraising and reporting side of the fund lifecycle — encoding that expertise directly into the platform so your team can stop setting up workflows and start acting on them.

Ready to run one of the new templates? Log in to your Peripheral account on the web, update your iOS app to the latest version, or schedule a demo today.

Stop Analyzing. Start Executing.