LP Report: Institutional-Grade Portfolio Summaries, Automated

Reporting Is the Tax on Managing Other People's Money

Running an external-capital book means spending a nontrivial slice of every quarter-end building LP reports: returns with attribution, top contributors and detractors, risk metrics, positioning commentary, outlook. For a sub-$500M manager, this work often falls to the portfolio manager themselves, who would rather be on the research. The LP Report card exists to replace most of that manual assembly with structured output that still gives the PM full control over commentary and narrative.

What the LP Report Card Shows

The LP Report card generates a configurable quarterly (or monthly) report including: performance table (gross/net, benchmark comparison, periods), attribution breakdown by sector and factor, top 5 contributors/detractors with one-line drivers, risk metrics (volatility, beta, tracking error, drawdown), current positioning snapshot, sector and geographic allocation, and a narrative block you can edit inline or leave AI-drafted. Export to PDF with your fund's branding applied; or export to CSV/JSON for downstream pipelines into your own templates.

Using It Well

Three pieces of discipline pay off. First, finalize the narrative yourself — the AI-drafted commentary is fine as a first pass but LPs notice boilerplate. Second, include attribution even if you don't talk to it — LPs increasingly ask for the decomposition regardless of whether you highlight it, and having it visible signals you're running the book with the right analytic rigor. Third, archive versions — one of the highest-value uses of automated reports is having a clean audit trail of what you said to LPs at each reporting date; our export mode timestamps and archives each version.

Where It Fits

LP Report feeds from most of the other portfolio cards: Attribution, Risk Metrics, Factor Analysis, and Regime Analysis all become sections. Keep those up to date and the LP report stays honest by construction.

Open the LP Report card → /app/portfolio