What LPs actually read in a quarterly pack
Most LP readers skim three sections first. Structure those well and the rest of the pack earns attention instead of confusion.
Field notes
Notes from reporting seasons
Practical pieces on private equity portfolio reporting and fund performance analytics — written for people who assemble packs under calendar pressure.
Building a NAV bridge that survives IC scrutiny
A NAV bridge is only useful if every line maps to a source extract your partners already trust.
KPI glossaries that keep portfolio scorecards honest
Without shared definitions, a portfolio scorecard compares apples to branded fruit. Write the glossary before you design the page.
Timing Hong Kong reporting cycles around regional LPs
Cross-border LP bases stretch the calendar. Plan intake deadlines backward from the latest reader, not the earliest administrator close.