Deployed across the 7 vehicles of Newfund, a French venture capital firm, in production for two campaigns a year. The external design contractor was removed entirely.
1 hr
per report, review included
30 sec
to generate a complete report
Case study
Your management reports go out up to five weeks earlier. Without changing a line of your layout.
We automate the graphic production of your management reports. Same layout, same charts, same identity, except your own team regenerates them in thirty seconds, every campaign.
Time between accounting data being ready and the report reaching investors
BeforeAfter
3 to 5 weeksdepending on the number of funds
1 hoursent the day the accounting data arrives
Period ends 30 June
Accounting data available late July
You no longer depend on anyone
A design contractor takes holidays at Christmas and in summer, exactly when your 31/12 and 30/06 periods close. The system runs whenever you need it.
Your data never leaves
Everything runs inside your own environment. Nothing is hosted on our side, nothing transits. The setup can even be done on dummy data.
A standardised audit trail
One format across all your vehicles, instead of each one's habits. Fewer discrepancies between funds, fewer errors to catch in review.
How it works
Step 1
We start from your report
Your latest edition becomes the template. No redesign: the output stays exactly what your investors already know.
Step 2
We connect it to your data
Charts and tables become dynamic. Three weeks of work, tested on a real campaign.
Step 3
You generate, you comment
You enter your data, the report generates itself. You add your commentary on top and send it out.
« We could do this in-house »
That is what our first client assumed too. Building the system took two and a half months, and roughly 150 hours of senior time to capture the business rules of each vehicle. We deliver the same result in three weeks, without tying up your finance team.
Let's take twenty minutes on a call, and we will show you the system running.
We then look at your latest management report together, and tell you what can be automated and what cannot.