Tools & Dashboards · Forthcoming Q4 2026
Investor Reporting Dashboard
IR-side dashboard. LP letter draft status, capital-call activity, distribution schedule, asset-level commentary in flight, and a send-tracker that records what went to which LP when.
A. Best for
- IR / LP relations
- Sponsor principals
- Asset managers
B. What it tracks
- Quarterly LP letter draft status
- Capital-call activity and due dates
- Distribution schedule and amounts
- Asset commentary status per asset
- LP send-tracker (who received what when)
- LP-facing performance summary
C. Inputs & outputs
Inputs you provide
- Operating data
- Capex log
- Capital activity log
- LP roster
Output formats
- HTML dashboard
- DOCX LP letter
- PDF for distribution
D. Pair with your AI CRE team
The dashboard is the surface; the agents and skills are what fill it. Add these to your stack in the Company Builder.
Agents (2)
- Investor Relations Associate
- Asset Manager
Skills (3)
- Investor Update Drafter
- Quarterly Report Drafter
- Variance Commentary Drafter
Data products (1)
- Track Record
- Model-agnostic. Use with Claude, ChatGPT, Gemini, or any reasoning model that fills the data source.
- No platform lock-in. HTML and React-ready versions ship as portable files — embed in Notion, internal portals, or static hosting.
- Human review required. The dashboard surfaces outputs the team has produced; the team produces — you review before any output leaves the firm.
- One-time purchase. No subscription. Versioned updates ship as patches; major rewrites are separate SKUs.
Add to your stack
Bundle with the agents that fill it.
A dashboard without the team that fills it is a static template. Open the Company Builder, add the Investor Relations Associate agent, the Investor Update Drafter skill, and this dashboard — three SKUs, one workflow.