---
title: Venture Capital Portfolio Company Quarterly Update Form Template | Paperform
description: A professional quarterly reporting template for VC portfolio companies to share traction metrics, burn rate, team updates, and strategic pivots with investors. SOC 2 compliant and workflow-ready.
url: "https://paperform.co/templates/venture-capital-portfolio-company-quarterly-update"
type: static
generatedAt: "2026-03-28T00:45:29.207Z"
---

[← Back to free form templates](/templates/)    ![Venture Capital Portfolio Company Quarterly Update](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/venture-capital-portfolio-company-quarterly-update.png)
    [Preview](https://_preview.paperform.co/ai-template/venture-capital-portfolio-company-quarterly-update) [Use this template for free](/create?ai-template=venture-capital-portfolio-company-quarterly-update)    [Project & Work Management](/templates/category/project-management/) [Software & SaaS](/templates/industry/software-saas/)[Venture Capital & Private Equity](/templates/industry/venture-capital/) [Executive](/templates/role/executive/)[Investor](/templates/role/investor/)[CFO](/templates/role/cfo/)[Founder](/templates/role/founder/)     About this free form template
### Streamline Your Quarterly Investor Updates with Paperform

For venture capital firms and their portfolio companies, maintaining clear, consistent communication is essential to building trust and enabling strategic support. This **Venture Capital Portfolio Company Quarterly Update** template gives founders and leadership teams a professional, structured way to report on progress, challenges, and key metrics each quarter—without the friction of scattered emails, messy spreadsheets, or inconsistent formatting.

#### Built for the VC-startup relationship

This template captures everything investors need to assess portfolio health and identify opportunities to help: revenue and user growth, burn rate and runway, hiring updates, product milestones, strategic pivots, and forward-looking asks. Conditional logic surfaces the right follow-up questions based on performance and challenges, so updates are thorough without feeling like a burden.

Because Paperform works like editing a document, portfolio companies can personalize the form to match their reporting cadence and investor expectations, while VCs can roll out a consistent template across their entire portfolio for easier benchmarking and pattern recognition.

#### Automate what happens after "Submit"

Once a quarterly update is submitted, **Stepper** (stepper.io) can automatically route the data into your portfolio management system, create summary reports for partners, flag companies that need attention, send acknowledgment emails, and schedule follow-up calls—turning each submission into a structured workflow instead of manual admin work.

For firms managing multiple funds or SPVs, Paperform's **Agency+ plan** lets you deploy branded templates for each entity, manage permissions across investment teams, and keep all reporting centralized and secure.

#### Secure, compliant, and ready to scale

With **SOC 2 Type II compliance, SSO, role-based permissions, and data residency controls**, Paperform gives venture capital firms and startups the security and governance posture they need to handle sensitive financial and strategic information. Whether you're a solo GP or a multi-stage fund with dozens of portfolio companies, this template scales with your needs while keeping setup and maintenance simple.

Paperform is trusted by over 500,000 teams worldwide and offers 30,000+ designer form templates, making it the ideal no-code solution for investors and founders who want professional stakeholder communication without engineering overhead.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
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