Investor Reporting Dashboard Commission
A done-for-you board and LP reporting pack with clear NAV, capital activity, and portfolio company views tailored to how your private firm reports.
Who it is for
Private firms, family offices, and fund administrators preparing recurring investor or board packs
Result
A ready-to-present reporting dashboard set with agreed metrics, annotated charts, and a reusable layout for the next reporting cycle
Included
- Discovery workshop covering current LP or board reporting habits
- Metric map for NAV, contributions, distributions, and portfolio highlights
- Designed dashboard pages for screen and print
- One revision round after the first draft review
- Handoff notes so your team can refresh figures next quarter
Not included
- Ongoing bookkeeping or fund accounting
- Legal opinions on investor disclosures
- Live software subscriptions or hosted login systems
Provider
Insightlatticecore reporting specialists in Roi Et
Process
- Share recent packs and a list of questions investors usually ask
- Agree the metric set and page order
- Receive draft pages for review
- Finalize layouts and receive editable source files
Preparation
Gather the latest capital account statements, portfolio company scorecards, and any brand fonts or letterhead you must keep.
Constraints
We work from figures you supply or that your accountant confirms; we do not invent performance numbers.
Next step
Request a reporting brief review — contact the office or review the engagement stages.