Teams spend hours manually collecting data and stitching spreadsheets together to build tear sheets. Some of the largest firms spend over a hundred hours per quarter just on compilation for LP reports.
Enrich reports with qualitative insights
Firms typically include qualitative company commentary in their tear sheets, summarizing business models, performance highlights, and key developments. Using AI-assisted commentary generator, we can transform financial performance metrics and any other data source into qualitative commentary that can be displayed in multiple styles.
Tailor every detail for your audience
While standard templates provide a quick starting point, you can customize Tear Sheets to meet your firm’s specific needs. By duplicating an existing layout, you can choose exactly which data points from the Data Warehouse are made visible to your investors. This flexibility allows you to rename sections to match your internal vocabulary and include custom calculations—such as totals for specific metrics—to provide detailed insights, such as visual comparisons of fund performance metrics over time.
Verify accuracy within your workflow
Before finalizing any report, a built-in preview step allows you to verify critical metrics—like MOIC—are present and accurate. Once verified, you can export these summaries as professional PDFs, providing your LPs with a clear, data-driven signal of investment performance directly from your centralized source of truth.
