Intelligence

Professional-grade reporting

Generate investor reports, fund summaries, and property overviews.

Generate polished, LP-ready reports in minutes. FundDirector pulls data from across your portfolio — assets, debt, investors, and financials — into professional templates that you can customize to match your brand.

Quarterly reports, annual summaries, property-level deep dives, and ad-hoc analysis — all built from live data with no manual assembly required.

What's included

Pre-built templates for quarterly, annual, and property reports

Custom branding with your logo, colors, and fonts

PDF and Excel export with one click

Scheduled report delivery to investor portals or via email

How it works

Choose a template

Select from pre-built report templates or create your own. Customize sections, charts, and data points.

Pull live data

Reports automatically populate with the latest portfolio data — no copy-paste, no stale numbers.

Deliver

Export to PDF or Excel, publish to investor portals, or schedule automated delivery on your timeline.

Common questions

Can I create custom report templates?

Yes. The report builder lets you drag and drop sections, tables, charts, and narrative blocks. Save templates for reuse across reporting periods.

Do reports update when underlying data changes?

Reports pull live data at generation time. Draft reports can be refreshed any time before final delivery, ensuring numbers are always current.

Can different investors see different reports?

Absolutely. Tailor report content and visibility by investor, fund, or entity. Each LP only sees data relevant to their investments.

See it in action

Report builder interface

Exported quarterly report (PDF)

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