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SOPACT ACADEMY · PORTFOLIO INTELLIGENCE · COMMUNICATE

Produce the LP / Board Impact Report — Live, Not Annual

Coming soon. This chapter is outlined below and being written. It's part of the Portfolio Intelligence course.

What this chapter will cover

  • Generate the LP and board impact report from one audited source of truth instead of assembling it by hand each year.
  • Move from a once-a-year scramble to a live report that's current whenever a stakeholder opens it.
  • Trace every number in the report back to its investee submission, so the report is audit-ready by construction.
  • Deliver the payoff of the whole course — a credible, on-demand impact story for the people you answer to.
  • Approach prompt: If your LPs could see your impact report live today, which numbers would you be proud of and which would you want to fix first?

Why it matters

The payoff, from one audited source.

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