Streamline Your VC Investment Approval Process

For venture capital firms, the investment approval process requires meticulous documentation, clear communication across deal teams, and efficient committee reviews. This Venture Capital Investment Approval Request template brings structure to your approval workflow, ensuring every investment proposal is properly evaluated before reaching your investment committee.

Built for Modern VC Firms

This template captures everything your investment committee needs: startup background and pitch materials, comprehensive due diligence summaries, valuation methodology and analysis, proposed term sheet details, and partner recommendations. Instead of cobbling together emails, spreadsheets, and shared drives, you can centralize the entire approval request in one professional, branded form.

Paperform's calculation engine lets you embed financial metrics, ownership percentages, and valuation multiples directly into the form, giving your IC a clear picture of the deal economics at a glance. Conditional logic ensures partners only see relevant follow-up fields based on investment stage, sector, or deal structure.

Connect Your Deal Flow Stack

Once submitted, connect this form to your existing tools using Stepper, Paperform's AI-native workflow automation. Route proposals to the right committee members based on investment size or sector, trigger Slack notifications when new deals need review, update your CRM or deal tracking database automatically, and create follow-up tasks in your project management system—all without writing code.

For firms managing multiple funds or operating across offices, Paperform's Agency+ plan lets you maintain separate forms and workflows per fund while keeping everything under centralized billing and permissions.

Security and Compliance for Sensitive Deal Data

Investment proposals contain highly sensitive financial data, cap tables, and competitive intelligence. Paperform is SOC 2 Type II compliant with enterprise-grade security features including SSO, role-based permissions, and data residency controls. Store submissions securely, control who can view sensitive fields, and maintain a complete audit trail for regulatory compliance.

Whether you're an emerging fund streamlining your first IC process or an established firm modernizing legacy approval workflows, this template gives you the professional infrastructure to move faster on promising deals while maintaining rigorous investment discipline.

Ready to upgrade your investment approval process? Start with this template and customize it to match your firm's investment thesis, diligence framework, and committee requirements.