Preparing Figures Before a Reporting Commission

Bring the last four packs, even if you dislike them. Patterns in old pages reveal what your partners already expect to see.

List the five questions LPs asked most often in the past year. Those questions should drive page order more than any template habit.

Confirm who owns each figure: accountant, CFO, or portfolio lead. Ambiguous ownership is the usual cause of late revisions.

Decide print versus screen priorities early. A pack designed only for laptops often fails when someone requests a couriered binder.

Set a freeze date for numbers. Dashboards that chase live updates never finish; a dated extract keeps the commission on schedule.