Board-ready oversight, reported on a cadence you can plan around.
Covenant tracking, valuation support, and reporting that a board member can read in ten minutes and trust completely.
What it covers
We build and run the reporting layer for the equity you hold: monthly or quarterly packs, covenant and KPI dashboards, valuation memos, and the exception alerts that tell you when something has moved outside its range. Every number ties to a source and every chart has a sentence explaining what it means.
For operating companies, we coordinate with management on data and sit in on the reviews. For passive stakes, we track fund reports, capital accounts, and distributions so nothing falls through the cracks.
Who it's for
Boards and investment committees. Family offices with many small positions. Owners who are tired of assembling the picture themselves every quarter.
- Reporting packsMonthly or quarterly, designed for the people who read them.
- Covenant & KPI trackingThresholds, early warnings, and a documented response plan.
- Valuation supportIndependent marks and memos for audit, tax, and transactions.
- Capital account administrationCalls, distributions, and reconciliations across every position.
