Frequently Asked Questions

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Frequently Asked Questions

What is Streamlined?

Streamlined offers a variety of modern CFO templates to investment firms. The company’s founders have deep expertise with funds (venture capital, growth, private equity and hedge funds), as well as bespoke investment vehicles and family offices. The principals have fulfilled >50 CFO mandates since 2018 for investment firms that have invested >$1 billion in capital. The principals have reviewed >5,000 funds and deals as institutional investors.

Does Streamlined help with launching a fund?

Streamlined’s Launching a VC Fund provides investors with the key functions and processes needed to establish a VC Fund. For more in-depth fund launch support, we would refer you to our partner company, Airstream Alpha. Airstream Alpha assists with fund launches and offers fractional CFO services. Airstream Alpha can be contacted at

Is Streamlined just focused on venture today?

While the principals have experience in private equity and hedge funds, Streamlined is currently focused on providing the best tools for venture firms today. If needing support on a custom model, please contact us at and we can explore whether there is an opportunity for us to work with you on it.

How will I know a model has been updated?

Anyone who purchased a premium model will be notified by email when that model is updated by the Streamlined team. The updated model will be able to be downloaded on the Streamlined website. We tend to make infrequent updates to models to avoid disruption to the processes of our customers. The latest version of free models will always be able to be downloaded on the Streamlined website.

How does Streamlined handle returns?

o We handle returns on a case-by-case basis. If a premium model doesn’t get you what you need, then we will work with you to see if another model might help accomplish that task. Please contact us at if you have questions after purchasing a premium model.

How are payments processed on Streamlined?

Streamlined is built on Shopify, so all payments on the Streamlined website are processed by Shopify. As such, all major credit cards and debit cards are accepted, as is PayPal. Credit and debit card information is securely stored on Shopify’s end. Streamlined does not access to customer’s payment information, except for the last four digits of the card number.

Can Streamlined help us with a custom model?

We can help on custom models. Pricing depends on the complexity of the model, and the end deliverable for the client. If you are interested in a custom model, please contact us at