Structured reporting system for PE-backed companies. Monthly and quarterly investor reporting templates with narrative frameworks.
Every quarter, portco operators face the same problem: assembling a sponsor update from scratch, guessing at what to include, and spending days formatting a package that should take hours. The format changes every quarter because nobody documented the structure, and the CFO who built last quarter's version did it in a way that only they understood. This system provides the structure — a 4-tab Excel reporting template covering Setup, Monthly Dashboard, and Variance Narrative, plus a 6-page PDF guide covering section-by-section structure, cadence architecture, and metric selection. I built it for the specific use case of portco-to-sponsor reporting, where the recurring problem is not a lack of data but a lack of consistent format. The 44 pre-built formulas enforce a structure that survives personnel transitions. No macros.
Editable spreadsheets (.xlsx), documents (.docx), and slide templates (.pptx), plus a PDF deployment playbook.
All templates are fully editable. Structure and formulas are documented in the deployment playbook so your team can adapt naming, scoring, and thresholds.
30 days of email support directly with the contributor for setup and configuration questions.
Contact AskGallanDigital before purchase with scoping questions — digital delivery is final sale once downloaded.