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Building a Scalable, Customizable Reporting Stack for Private Market Funds

Speaker

Rahul Sharma

Director, Credit and Private Funds, Indus Valley Partners

Private market reporting has moved far beyond static spreadsheets and rigid dashboards. With rising demands from LPs, regulators, and internal stakeholders, fund managers must rethink reporting from pipeline to portfolio and position-level detail.
In this on-demand webinar, you’ll explore how to build a fully scalable and customizable reporting stack—one that adapts to the complexity of private credit, private equity, real assets, and infrastructure strategies without increasing your operational burden.

Key Takeaways:

  • The Reporting Evolution: Understand why today’s reporting must be fast, flexible, and stakeholder-ready
  • Pipeline Reporting: Automate deal flow tracking, IC approvals, and workflow management
  • Portfolio Reporting: Monitor operating metrics, borrower KPIs, and covenant health across the portfolio
  • Position-Level Analytics: Access fund-level holdings, exposures, and reconciliations instantly
  • Reporting Formats: Deliver dashboards in Power BI, PDF/LP packs, and Excel add-ins with bidirectional workflows
  • Automation vs. Flexibility: Design an architecture that standardizes where needed, and customizes where it matters
  • Client Case Study: See how leading firms reduced reporting turnaround times and modernized reporting ops

    • IVP for Private Funds

    IVP for Private Funds streamlines workflow for private debt, private equity funds, real estate funds, infrastructure funds, asset managers, and fund managers.

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    Solving Real-Time Reconciliation: Accuracy Meets Urgency

    THURSDAY, 2025 AUGUST 21ST | 11 AM ET

    Form PF in Focus: Navigating the New Filing Landscape

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