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Thoughts and Reflections on Rethinking Investment Management
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Why Software When Spreadsheets Work So Well?

The Global Universal Tracker When we don’t know how to organize something, we turn to a spreadsheet. Spreadsheets are flexible, familiar, and can handle almost anything: budgets, project plans, to-do lists—you name it. And let’s be honest, for the (more organized) LPs out there, it’s the go-to move for tracking your investments.   Why Build…

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Quarterly Reports Are Holding Us Back

Why It’s Time to Rethink How GPs Communicate With LPs For decades, quarterly reports have been the gold standard in the GP-LP relationship. Four times a year, GPs send out a standard report—very vanilla, often impersonal, and focused primarily on the basics. A financial update here, a brief overview there. Some may try to dress…

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