This private equity GP produced high-quality LP reports, but the process behind distribution had not kept pace with modern LP expectations. Manual workflows dominated what should have been a repeatable, controlled release.
The Challenge
Each quarterly reporting cycle involved:
- Manual compilation and file versioning
- Segmentation of LP lists by fund and vehicle
- Mail merge-based distribution
- Limited visibility into delivery and access
This resulted in:
- Nearly 3 days spent on report distribution
- High operational overhead
- Less time for analysis and LP narrative
How They Discovered First Rate Vantage
The CFO and IR lead explored investor portals that could streamline distribution while preserving existing accounting workflows. First Rate Vantage emerged as a centralized publishing layer purpose-built for LP reporting.
What Changed With Vantage
Reporting moved to a portal-based model:
- Reports uploaded and published once
- LPs access current and historical reports securely
- Distribution becomes structured and repeatable
- Manual sending eliminated
Impact
- Reporting delivery time reduced by 90%, from 3 days to under 1 hour
- Significant reduction in manual errors
- More time for analysis, commentary, and LP communication
- A consistently professional LP reporting experience
If quarterly reporting still feels like a multi-day operational sprint, it is time to modernize. First Rate Vantage helps GPs deliver faster reporting and a premium LP experience.
