LP Reporting Automation for Private Equity Firms
Automate LP reporting from monitored portfolio data: portfolio KPI roll-ups, quarterly reporting packs, and capital activity summaries drafted for GP review.
Direct Answer
LP reporting automation assembles the recurring materials GPs owe their limited partners, including portfolio KPI roll-ups, quarterly reporting packs, and capital activity summaries, from portfolio data the firm already monitors. Because ReturnCatalyst draws these packs from its live portfolio monitoring layer, the quarterly close becomes an assembly-and-review exercise rather than a re-keying exercise.
KPI roll-ups from monitored data
Revenue, EBITDA, leverage, and custom KPIs roll up across portfolio companies from the operating data already flowing through the platform.
Quarterly pack drafts for GP review
Portfolio-level roll-ups combine with company-level performance summaries into a draft the GP reviews and edits before distribution.
Re-run as late reporting lands
Packs re-run as late portfolio company reporting arrives, so the draft stays current through the close instead of being rebuilt.
Frequently Asked Questions
Does automation change what we tell our LPs?
No. It changes how the materials get assembled, not who decides the message. Packs are generated as drafts, the GP reviews and edits before distribution, and outputs are decision-support for professional review, not investment advice.
Should PE teams review AI-generated outputs before use?
Yes. ReturnCatalyst is a decision-support platform. Deal, finance, legal, tax, valuation, underwriting, and portfolio conclusions should be reviewed by qualified professionals before use.