Case study
Cutting LP report cycle from 21 days to 4
How a growth fund rebuilt its reporting pipeline inside Notion and Google Workspace — without migrating off Carta.
9 min read
Starting point
A multi-fund growth firm closed every quarter with a 21-day reporting scramble. Portfolio KPIs arrived late. Cap accounts were reconciled after the letter draft. Side-letter obligations lived in a PDF folder.
The team did not need a new LP portal. They needed a controlled pipeline from locked data to distributed pack.
What we changed
KPI request cycles with validation at intake and a live completion view for finance.
A freeze calendar that locked Carta and portfolio inputs before narrative work began.
Pack assembly in Google Workspace with section-level review for CFO and partners.
Side-letter rules structured as checks against LP and fund attributes — not memory.
Outcome
First production quarter: report cycle compressed from 21 days to 4 from data freeze to send.
Post-send corrections dropped because exceptions were caught before assembly — not after distribution.
The fund kept Carta, Notion, and Workspace. No partner retraining on a new surface.
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