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Portfolio Company → Sponsor Reporting Pack

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$197.00
$197.00
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4-tab Excel reporting template (Instructions, Setup, Monthly Dashboard, Variance Narrative) plus a 6-page PDF narrative guide covering section-by-section structure, cadence architecture, and metric selection framework. Built for PE-backed platform operators reporting to sponsors. 44 pre-built formulas, no macros. This is portco-to-sponsor reporting — not fund-to-LP. Built to drop into your next board package without reformatting. Instant Excel + PDF download.


You will get the following files:
  • PDF (79KB)
  • XLSX (13KB)