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Fund Reporting

Fund Reporting

Problem.

Limited Partners are increasingly seeking more consistent, transparent, and insightful reporting on existing investments to stay up to date on key events, assess current and projected performance, and identify risk and compliance issues.

Solution.

Fund Report summarizes all key quarterly developments and contains more than 50 unique performance and risk metrics to help you more actively monitor your investments.

Fund Report runs on data provided by fund managers and captured through our Data solution.

LP Analyst’s founders have monitored nearly 1,000 unique fund and direct investments representing $30B in client commitments.

Analysis.

  • Key Developments
  • Benchmarking
  • Alpha
  • Diversification
  • Risk
  • Compliance
  • Drift
  • Company Health
  • Cash Flow Forecast
  • Team Bandwidth

Benefits.

  • Stay on top of key quarterly developments
  • Better understand current performance and risk
  • Identify compliance issues and strategy drift
  • Assess holdings and forecast performance
  • Engage in more informed manager discussions
  • Tailor report format to meet your team’s needs
  • Leverage existing financial reporting data
  • Realize cost savings & keep expertise in-house

Contact us today to order Fund Report and start to more effectively monitor your most critical investments.

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