Finance · 8 weeks to launch

Cutting a VC fund's reporting cycle from 3 weeks to 2 days

A secure LP portal that replaced quarterly PDF chaos: live fund metrics, capital calls, and documents for 400+ limited partners, with the reporting cycle cut from three weeks to two days.

quarterly reporting cycle, down from 3 weeks: 2 days; quarterly reporting cycle, down from 3 weeks
limited partners onboarded: 400+; limited partners onboarded
fewer investor email requests: 90%; fewer investor email requests

The challenge

Client: Venture capital firm
Services: SaaS Development, Web Development, UI/UX Design
Timeline: 8 weeks to launch

Every quarter, the finance team spent three weeks assembling PDFs: pulling numbers from spreadsheets, formatting reports per fund, and emailing them to hundreds of LPs, then answering the same 'can you resend' and 'what's my current position' emails for the next month.

LPs with positions in three funds got three separate PDFs and no way to see their whole picture. For a firm raising its next fund, the reporting experience was quietly becoming a diligence question.

What we did

The approach, decision by decision

01
One data model across every fund
Normalized capital accounts, commitments, and distributions across funds with different terms, so an LP's full position renders from one source of truth.
02
Security designed for institutional diligence
SSO, document watermarking, granular entitlements, and full audit trails, built to pass the operational due diligence questionnaires LPs actually send.
03
Made quarter-close a pipeline, not a project
Finance uploads the closing numbers, previews every LP's view, and publishes once. The three-week assembly line became a two-day review.

The results

Quarterly reporting cycle down from three weeks to two days.
400+ LPs onboarded across five funds with SSO and zero password resets to support.
Investor email requests down 90%; positions and documents are self-serve.
The portal is now shown in fundraising as part of the firm's operations story.

Built with

Next.js
AWS Lambda
API Gateway
PostgreSQL
S3
Terraform

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