Compliance annotation
KPI pulls and pack generation leave a trail from portco system to LP deliverable. No portfolio data leaves your perimeter.
Security & architecture briefPrivate Equity
Quarterly portfolio reporting automation
Pull data from portco ERPs, reconcile KPIs, and generate LP report packs without analyst intervention.
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
Collect KPIs
Pull the agreed KPI set from portco ERPs or secure file shares each cycle.
- 2
Reconcile formats
Normalise inconsistent exports into your IR definitions before anyone opens Excel.
- 3
Draft the pack
Generate LP pack sections with commentary templates ready for IR review.
- 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.
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
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Built for teams that already take infrastructure seriously.
- CTOs and platform teams evaluating fit with your reference architecture
- Security and compliance reviewing data residency and access control
- Operations teams that need attributable runs, not black-box automation
- Builders who want unlimited usage under a flat licence