Inside Blueprint

From the first review to a working data room.

Follow the work through five modules. The screens below use illustrative fund information, not a live manager’s results.

Module 01 · Overview

See the work ahead

Overview brings together assembly progress, open findings and the next steps for your fund. It tracks completeness within your workspace; it does not rank you against other managers.

Assembly progress combines four inputs: document assembly, DDQ answers, resolved findings and operational diligence. The separate coverage map adds context.
Each finding points to a next step. Review it, correct the relevant material and mark it resolved when the work is done.
The coverage map shows every component of the diligence framework across five groups, including items marked not applicable with a stated reason.

Illustrative workspace · example information

Illustrative assembly progress

Colibrí Ventures, Fund I

Assembly in progress

Completeness within this example, not a grade.

What to do next

Track record attribution is not yet clear

Alert

Next step: Clarify attribution in Firm Narrative

Fund size differs between the deck and the model

Alert

Next step: Set one fund size across all materials

ESG policy referenced but not attached

Watch

Next step: Draft the ESG policy and attach it

Module 02 · Evaluator Lens

Prepare for different LP questions

Choose an LP audience to explore relevant questions and document priorities. The consistency review compares readable uploaded materials and highlights discrepancies to investigate. The lens is a starting point; individual mandates and processes still need confirmation.

Six archetypes: financial institutional, impact or mission foundation, development finance institution, family office, state fund of funds, and SEDMI emerging-manager program.
The review can compare your deck, model, draft agreement, track record and uploaded website copy. It works from the material supplied and can miss issues, so review the findings before relying on them.
The pre-diligence simulation returns a qualitative fit read and a one-line summary you can act on. It never produces a score.

Illustrative workspace · example information

Target LP archetype

DFIFinancial InstitutionalImpact FoundationFamily OfficeSEDMIState Fund of Funds

Narrative lead

Lead with fund mathematics, attribution proof, and operational diligence readiness.

Data room emphasis

Emphasize track record, ODD package, and DDQ completeness.

Objection to pre-empt

Prepare evidence of attribution and team responsibilities.

Archetype fit read

Strong fit

The supplied example supports a discussion of fund construction. Clarify the attribution finding before sharing the materials.

Module 03 · Firm Narrative

Put your experience into words

Start with your founding insight, prior experience and the decisions behind your strategy. Blueprint helps shape those answers into a draft in your voice. The track-record summary uses your supplied realized-deal gross IRR and MOIC figures, with check-size weighting where available. It is not a cash-flow-based fund IRR or a net return.

Four narrative inputs: founding insight, prior seat, personal edge, and firm origin. Each has specific guidance on what makes the answer credible to an institutional reader.
Keep the sample, your role and any limitations beside the deal figures. Prior SPV or angel investments remain distinct from fund-level performance.
The synthesis draft is yours to edit before it goes into any document. Blueprint never sends materials on your behalf.

Illustrative workspace · example information

Narrative tabs

NarrativeEdgeTrack RecordReferences

The founding insight

Be specific. A named experience is more credible than a general observation.

Climate and food-systems founders kept reaching us a full round before the institutional firms noticed them, because we had spent a decade operating inside these supply chains.

The synthesis

Once your founding insight, prior seat, and firm origin are saved, the synthesis draws your narrative, your edge, and your track record into a single draft written in your voice.

Module 04 · Data Room

Organize the evidence behind the story

The room groups fund materials by topic and shows each item’s status and access level. Drafts draw on the information you supply and remain yours to review. Some requirements are tracked rather than generated, including legal documents that belong with counsel.

Build includes 11 folder keys, numbered 00–05 and 07–10 with 04A and 04B separate. Folders 06 and 11–14 require Raise.
The coverage map records each diligence component, including items marked not applicable with a reason. It helps you keep track of what has been considered and what remains open.

Illustrative workspace · example information

Data room folders

Folder 00

Not started

Fund overview and terms

0 of 5

Documents ready

Folder 01

Not started

Firm, team, and partnership governance

0 of 12

Documents ready

Folder 03

Not started

Track record and attribution

0 of 8

Documents ready

Folder 12

Raise

Due diligence questionnaire response

Unlocks at Raise. All 20 sections and 8 appendices.

Module 05 · LP Intelligence

Bring context to the next conversation

Request a sourced research brief on an institution, review its reported mandate and activity, and confirm important details directly. Upload a diligence questionnaire to draft answers from your own materials. Check the facts, fill the gaps and approve each answer before sharing.

Research briefs use web search when requested. Public information may be incomplete or dated, so check sources and confirm current requirements with the LP.
Drafted DDQ answers draw on your materials. Missing facts need your input; generated answers are drafts, not verified submissions.
Each LP in your pipeline carries an archetype, a stage, and a champion path. The pipeline view is designed for relationship tracking, not a replacement for a placement agent.

Illustrative workspace · example information

LP pipeline

North Delta Family Office

Family OfficeCommittedNDA Pending

Banco Sur Asset Management

Financial InstitutionalFirst MeetingNDA Pending

Meridian Foundation

Impact FoundationActive DiligenceNDA Pending

Andes Development Finance

DFIProspectNDA Pending

The Diagnostic is free.

Complete the intake, upload up to 10 documents, and receive your initial readiness snapshot and diligence coverage map. Upgrade when you are ready to build.

Start the Diagnostic→See all plans→

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See the work ahead

Overview brings together assembly progress, open findings and the next steps for your fund. It tracks completeness within your workspace; it does not rank you against other managers.

Assembly progress combines four inputs: document assembly, DDQ answers, resolved findings and operational diligence. The separate coverage map adds context.

Each finding points to a next step. Review it, correct the relevant material and mark it resolved when the work is done.

The coverage map shows every component of the diligence framework across five groups, including items marked not applicable with a stated reason.

Prepare for different LP questions

Six archetypes: financial institutional, impact or mission foundation, development finance institution, family office, state fund of funds, and SEDMI emerging-manager program.

The review can compare your deck, model, draft agreement, track record and uploaded website copy. It works from the material supplied and can miss issues, so review the findings before relying on them.

The pre-diligence simulation returns a qualitative fit read and a one-line summary you can act on. It never produces a score.

Put your experience into words

Four narrative inputs: founding insight, prior seat, personal edge, and firm origin. Each has specific guidance on what makes the answer credible to an institutional reader.

Keep the sample, your role and any limitations beside the deal figures. Prior SPV or angel investments remain distinct from fund-level performance.

The synthesis draft is yours to edit before it goes into any document. Blueprint never sends materials on your behalf.

Organize the evidence behind the story

Build includes 11 folder keys, numbered 00–05 and 07–10 with 04A and 04B separate. Folders 06 and 11–14 require Raise.

The coverage map records each diligence component, including items marked not applicable with a reason. It helps you keep track of what has been considered and what remains open.

Bring context to the next conversation

Research briefs use web search when requested. Public information may be incomplete or dated, so check sources and confirm current requirements with the LP.

Drafted DDQ answers draw on your materials. Missing facts need your input; generated answers are drafts, not verified submissions.

Each LP in your pipeline carries an archetype, a stage, and a champion path. The pipeline view is designed for relationship tracking, not a replacement for a placement agent.