Quarterly reporting was consuming weeks of senior time across 12 portfolio companies. I built a custom platform that handles the pulling, the drafting and the formatting, so the team can focus on the decisions the numbers inform.
“Quarterly reporting used to dominate the team for weeks. Now it takes a day. The numbers are more accurate, the commentary is a better starting point than most first drafts the team would have written themselves, and the board is getting cleaner packs. It was one of the highest-leverage things we have done operationally.”
An investment firm producing quarterly board packs across 12 portfolio companies, with a reporting process that was slow, manual and consuming disproportionate senior resource.
Each quarter, the team pulled financial data from portfolio company systems, collated operational metrics, wrote narrative commentary from scratch and formatted the output into board-ready presentations. The process was time-intensive, error-prone at the data aggregation stage, and required senior involvement throughout because there was no efficient way to delegate the synthesis and drafting. With portfolio growth planned, the reporting burden was set to increase significantly.
Automate the gathering, drafting and formatting. Leave the judgement to the people best placed to exercise it.
I designed and built a custom reporting platform that connects directly to the firm's data sources, pulling financial and operational metrics from portfolio company systems on a defined schedule. AI analyses the aggregated data and generates first-draft narrative commentary for each portfolio company, structured around the firm's standard reporting format and calibrated to their tone and analytical priorities. The platform auto-formats the output into presentation-ready board packs, flagging areas where the data warrants closer attention or where human commentary is required. The investment team reviews, edits and approves rather than building from scratch.
Reporting that consumed weeks now takes hours, with better coverage and fewer errors.
Time spent on quarterly reporting fell by 80%, with board packs now produced in hours rather than weeks. The platform covers all 12 portfolio companies consistently, with data pulled automatically from three integrated sources and commentary generated to a consistent analytical standard. The investment team now uses the time freed from mechanical reporting for deeper portfolio analysis, and the reduced error rate at the data aggregation stage has improved confidence in the numbers reaching the board.
A 30-minute chat, no pitch deck. Directly with Colin, no middlemen. Honest advice on fit, scope and cost.
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