Reporting and data pipelines
Reporting that does not depend on one person's spreadsheet
Investor reporting, portfolio reporting and internal numbers usually run through a chain of manual steps that one person understands. It works until they are on holiday.
What it does
- 01Pulls from the systems where the numbers live, including portfolio company reporting in whatever shape it arrives
- 02Applies your definitions once, so a metric means the same thing everywhere
- 03Produces the pack on schedule, with the movements explained
- 04Flags a figure that looks wrong before it reaches an investor
What it changes
- Reporting stops consuming the days before a deadline
- Numbers agree between documents, because they come from one definition
- A late return from a portfolio company shows up immediately
What you can check
Every figure traces back through the pipeline to its source, and every definition is written down rather than held in a formula.
What it looks like
Questions
- Can it work with portfolio companies on different systems?
- Yes. That is the normal situation, and the reason this work exists.
- Does it replace our reporting tool?
- No. It feeds it, correctly and on time.
- Who owns the pipeline?
- You do. It is documented and runs in your environment.
Start with a conversation
The first conversation is free. We will talk through where your team’s time is going and tell you plainly whether we can help.
Last updated 14 October 2026