Fund performance review
Independent walkthrough of fund-level returns, contribution analysis, and peer framing for IC meetings and LP updates.
Portalhorizoncore
Quarterly packs, performance bridges, and portfolio scorecards shaped for private equity sponsors reporting from Hong Kong.
Flagship engagement
Portfolio reporting packs that travel cleanly to LPs
We translate administrator extracts and company packs into NAV bridges, holding scorecards, and commentary your partners can stand behind in the next LP meeting.
The work is human-led: definition lock, intake discipline, draft review, then distribution-ready files. No hosted product to adopt — a reporting practice that fits the calendar you already run.
Review the pack engagement
Related work
Engagements that sit beside the pack
When a full cycle is more than you need, commission a focused review, workshop, or scorecard template.
LP narrative workshop
Half-day working session that turns raw performance numbers into a coherent story for annual meetings and written updates.
Holdings scorecard design
Custom scorecard templates that make portfolio company health comparable across sectors without burying partners in raw extracts.
From recent cycles
What partners notice after delivery
“The NAV bridge finally matched what our administrator and our IR notes were saying — we stopped arguing about which extract was ‘right’ in the LP meeting.”
“Turnaround was tight around Chinese New Year and one company pack arrived late. The partial update note was more useful than pretending everything was complete.”
Plan the next reporting window
Tell us fund count, portfolio size, and whether you report monthly or quarterly. We reply with scope and a fee range within one business day.
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