Partner Reports: each partner sees what they need, the way they need it.
A personal report for each general partner, built from the same clean data.
Partners want different things. One wants the numbers, another the risks, a third only the companies they sponsor. Someone builds these reports by hand every month, and they arrive late and do not match.
Partner Reports builds a report for each partner from the same clean data, in the format and language each one prefers, on a fixed calendar.
What it does
Learns each partner
Records what each partner wants to see: which companies, which numbers, which risks, in which language and at what length.
One source of truth
Takes every figure from the cleaned data, so all partners see the same numbers.
Explains what changed
Shows what moved since the last report and why, in plain words.
On time
Prepares each report on schedule and waits for one person's approval before it is sent.
What you get
A personal report for every partner, every period, consistent across the firm.
What we need from you
A short conversation with each partner about what they want to see, and the clean data from the Operator.
See it working on your own material.
In the diagnostic we look at your data and show you what this agent would do for your firm.
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