Guides & Whitepapers

LP reporting has become the silent bottleneck in private equity operations. While firms have digitized deal sourcing and fund administration, quarterly LP reporting remains stubbornly manual for most firms.

LP reporting automation isn’t about eliminating the human element from investor communications. Rather, it’s about removing manual, repetitive tasks from the reporting process so your team can focus on analysis, customization, and relationship building.

82% of PE firms now use AI for portfolio monitoring. Learn how to reduce reporting time by 40% and gain real-time visibility.

If you’re still wrestling with spreadsheets for portfolio monitoring, manually chasing down performance data, or scrambling to pull together LP reports at quarter-end, you’re not just behind the curve. You’re operating with a fundamental disadvantage against firms that have real-time visibility into every portfolio company.

Download Buyer’s Guide Executive Summary Traditional systems and processes that rely on Excel and PowerPoint are no longer sufficient. Firms need tools that not only provide a historical view but also offer real-time insights and predictive analytics to drive future performance. Key Features to Look For: Data Ingestion & Integration: Support for various data types,