Thursday, August 7th 2025 | 10:00 – 11:00 AM ET
From pipeline tracking and IC reviews to borrower KPIs and fund-level exposures, reporting needs to be fast, custom-tailored, and self-service.
Join Rahul Sharma, Director at Indus Valley Partners, to discover exactly how top-tier private market managers are transforming reporting operations with real-time dashboards, flexible exports, and scalable architectures that handle complexity with ease.
You’ll also see how an IVP client reduced report build time by 70%—and how your fund can too.
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Rahul Sharma Director, Indus Valley Partners |
What’s on the agenda
- The Reporting Evolution: Why LPs, regulators, and deal teams all need faster, more flexible reports
- Pipeline Reporting: Automating deal flow, IC reviews, probability tracking, and approval workflows
- Portfolio Reporting: From operating metrics and covenant monitoring to KPI dashboards across borrowers
- Position-Level Reporting: Fund-level holdings, exposures, allocations, and reconciliations
- Formats and Interfaces: Grid/portal dashboards, Power BI visuals, PDF/LP packs, and Excel Add-ins with bidirectional workflows
- Automation vs. Flexibility: Designing a stack that standardizes where it must and empowers custom analysis where it matters
- Case Study: How we implemented these methods for a private fund that cut report build-time by 70%
- Live Q&A: Get your toughest reporting questions answered