Ninety pages, no summary
The owner's package holds the answer to every investor question, spread across statements nobody outside accounting reads.
Who this is for
What advisors run into today.
Sponsor reporting was written for the owner, and your investors can tell.
Misses without causes
An operator memo names a shortfall against budget and leaves the reason in a workbook three attachments deep.
Updates that slip
Quarterly letters are meant to be regular. Without a checklist of what each sponsor owes, they drift by weeks.
No original projection
Investors bought on the offering's projections, yet most sponsor reports compare only to this year's budget.
Our approach
A clearer path from challenge to outcome.
Each update moves through the same checks before an investor sees it.
Sponsor checklist
Every deal lists the materials it owes each period, so you see what has arrived and what to chase.
Number check
Each measure beside last period, budget and original projection, with every difference past its threshold explained or recorded.
Cited sentences
Each sentence cites its figures as live values filled from confirmed data, so a typed number without a source blocks publishing.
Frozen versions
Submitting freezes a numbered version, and reviewers approve exactly what investors will receive.
Ways we can help
What every update includes
01
A short plain-English summary
What happened this month or quarter and why, written for the investor.
02
Performance against the plan
Results beside this year's budget and, where your firm allows it, the original projection.
03
The year so far
Measures that add up over time, totaled for the year with each month behind them.
04
Your firm's required wording
Printed at the end of every copy and frozen with the version your reviewer approved.
Getting started
A simple path from first conversation to real traction.
Set up a deal
Add the sponsor, terms, measures and the original projection, each figure citing its source.
Collect the period
Upload the sponsor's package as it arrives and confirm the numbers WealthInsight reads from it.
Draft and review
Write the update, clear every flag, and send it to a second person for approval.
Publish
Each investor gets their own frozen copy by portal, email text or a printable page.
Next step
See your own deals reported the way investors want to read them.
Send Dave a recent sponsor package and he will walk you through the update WealthInsight builds from it.
A short walkthrough with one of your own deals is the fastest way to judge the fit.
Talk to Dave