Quarterly Portfolio Reporting Automation
Generate institutional-grade portfolio reports in hours, not weeks
What This Automation Does
How It Works
Quarter-End Date
Triggers on the configured quarter-end date to begin the reporting cycle.
Collect Portfolio Financials
Automatically requests and aggregates financial data from all portfolio companies for the quarter.
Generate Report Templates
Populates pre-designed institutional report templates with portfolio-level and company-level sections.
Populate With Data & Charts
Fills all data tables, generates performance charts, calculates returns metrics (IRR, MOIC, TVPI).
Distribute to Stakeholders
Pricing
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (standalone)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
No payment required — our team will finalize scope and pricing during the call.
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