Done-for-you · investor updates
Investor updates & LP comms.
We turn your numbers into monthly investor updates your LPs actually read - performance, positioning and commentary, drafted and formatted, ready for your voice and your sign-off.
We drew the fourth call in full at 3.3 million, finished the month up 3.1%, and closed September at 48.2 million.
A month of ledger lines, and the one sentence they became: we drew the fourth call in full at 3.3 million, finished the month up 3.1%, and closed September at 48.2 million.
One sentence, 30 seconds
Eight ledger lines behind it. Every figure in it tied before it went out.
Written in your voice, from numbers you never have to go and check.
Investor updates are the first thing to slip when you're busy investing - so LPs go quiet quarters without a word, in a business built on trust.
Monthly updates LPs can count on
Behind one update: portfolio companies, your administrator, you
Yours. We draft, you approve and send
Updates that leave without your approval
From chasing it to done for you.
We do the work. You verify it.
- Assembling the update from what already exists: the numbers, the portfolio detail, last quarter's version.
- Chasing the inputs that are missing, and telling you which ones are still open rather than filling them in.
- Chasing your administrator for the capital account statement and the fees and expenses schedule, on the deadline your cycle needs rather than the one their queue defaults to.
- Preparing the draft and holding the send date once you have approved it.
- You, on the marks and the viewThe valuation and the commentary are yours to determine and yours to sign. We hold the date and tell you what is still open; we never draft a view or move a mark.
- You, on relationshipsA chase at a portfolio company that has to escalate leaves our hands and goes to yours. It has to come from a name that means something to the founder, and where you are not a Major Investor it is a request rather than a right.
A gap filled with an estimate is worse than a gap left open. Where a number has not arrived, the draft says so.
What we ask on the first call
The answers decide whether this is two hours a month or not something we should take on. You get that on the first call rather than the third.
- 01What cadence do your LPs expect, and what is in the update today?
- 02Who produces your capital account statement and your fees and expenses schedule, and by which day of the cycle?
- 03Who signs off the marks, and when in the quarter do they do it?
- 04Are you a Major Investor at each company, and what do your information rights actually entitle you to?
Pricing
Two ways to work with us.
Have us run the recurring back office, or have us build you a system you own. We are what makes the administrator you already pay for usable by a two-person firm.
We run your back office
What moves it: how many entities, how many LPs, and what your positions sit on.
Done-for-you operations, handled on the cadence each task needs, for investment firms of any size.
- Your administrator's draft lands day 30. Our pass is done by day 34. Your LP pack goes out day 45.
- Your auditor's list closed before 31 December, not reconstructed in March.
- No per-LP fee. No charge per capital call. No add-on for an extra SPV.
- A dedicated operator who knows your firm
- Works inside your existing stack: custodians, QuickBooks, Sheets
- One monthly rate, no hourly billing. Pause or cancel anytime.
We build it, you own it
We scope and build the automations that run the work. You own the system outright, and it keeps running without us.
- A scoping call to map the workflows worth automating
- Custom automations built to your firm's process
- You own the system: no lock-in, no per-seat fees
- A custom dashboard over the systems we connect
- Full handover so your team can run it
- 3 months of maintenance and support included
- Optional care plan after, at a reduced monthly rate
Yours. We draft from your numbers and your prior letters, match your tone, and hand you a finished update to edit and approve. It reads like you wrote it.
Run it or build it. Both start here.
Join the waitlist.
We are taking a small number of firms to begin with. Leave your email and we will come back with what we would handle, on what cadence, and what it costs.