Lunnoa

Private Equity

Quarterly portfolio reporting automation

Pull data from portco ERPs, reconcile KPIs, and generate LP report packs without analyst intervention.

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The challenge

LP reporting cycles require pulling KPIs from 10–30 portco ERPs, reconciling inconsistent formats, and producing formatted LP packs. Associates burn 2–3 weeks per quarter on manual copy-paste work, and errors are expensive.

How Lunnoa runs it

  1. 1

    Collect KPIs

    Pull the agreed KPI set from portco ERPs or secure file shares each cycle.

  2. 2

    Reconcile formats

    Normalise inconsistent exports into your IR definitions before anyone opens Excel.

  3. 3

    Draft the pack

    Generate LP pack sections with commentary templates ready for IR review.

  4. 4

    Publish with a trail

    Keep source-to-pack attribution so every figure can be explained to LPs or auditors.

Systems touched

  • portco ERPs
  • SharePoint
  • Excel
  • IR pack templates

In the product

Step-by-step agent behaviour

Pull the agreed KPI set from portco ERPs or secure file shares each cycle.

Compliance annotation

KPI pulls and pack generation leave a trail from portco system to LP deliverable. No portfolio data leaves your perimeter.

Security & architecture brief

Outcomes

  • Reporting cycle cut from 3 weeks to 3 days
  • Zero manual data entry from portco systems
  • Consistent KPI definitions enforced automatically
  • More analyst time on commentary and insight

More in Private Equity

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