Bespoke Reporting in Private Equity: How to Balance Customization and Efficiency
May 26, 2025
In private equity (PE), bespoke reporting is key to meeting the unique needs of investors while ensuring efficient decision-making. Custom reports allow Limited Partners (LPs) to access the specific metrics that matter most to them, fostering stronger relationships. But how do you strike the right balance between being custom and staying efficient?
Why Customization is Important
Every LP has unique needs. Some may focus on financial performance, others on risk assessments or exit strategies. Having the ability to customize data and reports helps cater to these varying preferences. Tools like iLEVEL, Dynamo, and Carta provide flexible reporting options that can be tailored to meet these individual requirements, offering features like data visualizations, performance summaries, and cash flow tracking.
However, too much customization can slow things down, and waste resources. So, what’s the solution?
To avoid this, PE firms should focus on standardizing core data points such as performance metrics, fund valuations, and returns. This creates consistency and ensures that everyone is on the same page. At the same time, allow for limited customization to meet LP-specific requirements.
Integrating automation tools into the reporting process is another game-changer. By automating the generation of custom reports, you can save significant time, reduce human error, and accelerate decision-making.
By choosing the right tools and setting clear guidelines, PE firms can deliver tailored reports that add value while keeping things efficient.