Field notes
Short guides on investor reporting dashboards and private firm packs — written from commission work in Thailand.
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What Belongs in a Private Firm LP Letter
A practical checklist for letters that answer capital questions without drowning partners in appendices.
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Reading NAV Tables with Partners
How to walk a partner group through NAV movement without losing the room to accounting jargon.
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Charts That Survive a Board Meeting
Chart choices for private firm reports that stay readable when projected or printed in black and white.
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Preparing Figures Before a Reporting Commission
Documents and decisions that shorten the first workshop when you commission an investor dashboard set.