Preparing for the April 1 FIP-VCC Filing Deadline

Teams that wait until March usually end up chasing missing investment details, unresolved invites, and manual spreadsheet cleanup. A lighter approach is to spread work throughout the year.

Suggested annual timeline

Q1-Q2 (during active investing)

• Keep company investment data complete as deals close.
• Confirm principal place of business and amount invested for each record.
• Standardize naming so downstream rollups are clean.

Q3

• Validate portfolio records for completeness.
• Run dry checks for missing companies or malformed inputs.
• Review invite delivery and response patterns.

Q4

• Send reminders with enough lead time.
• Monitor aggregate progress by company.
• Resolve operational blockers before year-end.

Q1 (reporting year + 1)

• Freeze reporting-year scope.
• Regenerate aggregate outputs.
• Complete legal/compliance review and submit before April 1.

Common failure modes

• Waiting to reconcile portfolio records until after year-end.
• Collecting person-level survey responses in ad hoc tools.
• Relying on manual copy/paste for final report preparation.

Final note

This workflow guidance is informational and does not replace legal advice.