INVESTOR REPORTING
Keep collection, review, narrative, and delivery in one recurring cycle—so the LP update reflects the work already happening across the portfolio.
Quarterly investor update
IN PROGRESS
Portfolio coverage
82%
Portfolio metrics
18 / 22
Ready
Company narratives
5 open
Needs review
Risk commentary
4 included
Ready
Partner sign-off
2 reviewers
Waiting
A REPEATABLE REPORTING RHYTHM
01
Prepare
Define the audience, period, requirements, and responsible owners.
02
Collect
Janet, Fundeed’s portfolio agent, adapts follow-ups to each company’s cadence and shows where coverage is incomplete before deadlines tighten.
03
Review
Resolve gaps, inspect evidence, and shape the fund narrative.
04
Deliver
Send the update and keep delivery engagement with the cycle.
READINESS, NOT ACTIVITY
A reporting workspace should answer three questions immediately: what is complete, what needs review, and who can unblock the next step.
DUE SOON
01
Company 08 metrics
Owner · Portfolio Ops
NEEDS ATTENTION
02
Company 12 narrative
Owner · Investment team
READY TO SEND
03
Company 03 update
Reviewed · 2 partners
IN PROGRESS
04
Fund commentary
6 inputs ready
DESIGNED FOR THE REAL PROCESS
Less coordination debt. More confidence in the final narrative.
Keep spreadsheets where they still help.
Fundeed becomes the operating record around collection, review, and delivery.
Start with the cadence you run today.
Quarterly investor updates fit the current workflow; the system can grow with the operating model.
Keep control of what goes out.
Janet assists with interpretation, follow-ups, and drafting context; accountable reviewers always own the final message.
REPORT FROM A SYSTEM THAT REMEMBERS
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