Investor Reporting Automation

LP updates that build themselves.

A fixed-scope build that auto-generates LP updates, capital call notices, and distribution calculations directly from your portfolio data — built for sponsors running their own funds without a back-office reporting team.

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The problem

Reporting doesn't scale with the time your team actually has

Drafting a quarterly LP update means pulling numbers from several places and writing the narrative from scratch, every quarter.
Capital call and distribution calculations are done manually, which is exactly where a spreadsheet error becomes an investor-facing problem.
As LP count grows, personalized reporting stops scaling with the time your team actually has.

What we build

Reporting pulled from your real numbers, not rebuilt from scratch each quarter

Pulls current portfolio and fund performance data automatically to populate LP update templates.
Automates capital call notice and distribution calculations against your fund's actual waterfall.
Generates per-LP statements at whatever cadence you report on, personalized without manual copy-paste.
Keeps a clean audit trail of what was sent to whom and when.

Pricing

One build, priced up front.

Fixed-scope

Implementation

€4,000–€8,000

This service line, built against your actual data and workflow, scoped and priced before work begins.

Scope a project

Ongoing

Maintenance Retainer

€1,500–€2,500 / mo

Keeps what's built running and current as your data, portfolio, or regulatory footprint changes.

Start a conversation

"Most AI vendors learn what a rent roll is on your dollar. We've built the model ourselves — the automation just does it faster."

— Andrew Dumas, HospitalityOps House

Built on direct experience sourcing and underwriting adaptive-reuse hospitality acquisitions across four countries
Every engagement scoped by someone who has run the underlying process, not just the software
Fixed-scope pricing, agreed before any build begins
A vetted bench of automation engineers, tested on real projects before they touch a client's

Questions

Before you book a call

Can this match our existing LP report format and branding?

Yes — the build is scoped against the actual template and format you already send, not a generic one.

Does this handle our specific waterfall structure?

Yes, as long as it's defined clearly during the process audit — preferred return, catch-up, promote splits, whatever your structure actually is.

Bring the process that's costing you the most time.

The first conversation is a free audit, not a sales call — tell us what's slow and we'll tell you honestly whether automation fixes it.

Prefer email? info@hospitalityopshouse.ai