Investor Reporting Dashboard Commission
A done-for-you board and LP reporting pack with clear NAV, capital activity, and portfolio company views. Typical timeline 3–5 weeks. From THB 85,000.
Insightlatticecore
Reporting packs private firms can take into the room
We design and prepare investor reporting dashboards — capital tables, NAV bridges, and portfolio views — so partners and limited partners share the same dated story.
For private firms that report by cycle
Quarter ends arrive whether the binder is ready or not. Insightlatticecore works from your accountant’s figures and your partners’ questions to produce a fixed page order you can reuse — screen or print — without rebuilding the layout each time.
Primary commission
Related reporting work
- Quarterly LP Pack Preparation Seasonal preparation of limited partner letters, capital tables, and commentary pages for private firm reporting calendars.
- Portfolio Performance Views Visual summaries of private company holdings, entry multiples, and exit pathways for partners reviewing the book together.
- Investor Reporting Audit A structured review of your existing packs: missing tables, unclear labels, and pages that slow partner meetings.
How clients describe the work
The first draft still carried two labels our partners found confusing, and we said so. After the revision round the capital page finally matched how we speak in meetings — short, dated, and free of decorative clutter.
Next step
Send a recent pack and the five questions your investors ask most. We reply with a short note on what a commission or quarterly preparation would cover.