Your last report is already published. Before the next cycle starts, learn what actually worked, what didn’t work, and why.
Last Year’s Report: Do You Know What Worked? What Didn’t Work? And Why?
Once a report is published, most funds move straight into planning the next one. The window between cycles – when there's actually time to look back critically – closes without a review of the previous report.
Did the headline figures reconcile? Were adverse trends acknowledged or quietly visible only in a table? Did the case studies claim more than the fund's role actually supported? Could an LP's analyst trace a headline number back to its source?
What This Achieves
A structured, seven-category evaluation of your last report, delivered as a two-page scorecard your team can act on. You'll know, category by category:
- Whether your headline figures reconcile against their own supporting data
- Whether adverse or reversing trends are acknowledged in your narrative
- Whether your attribution claims match what your fund's role actually supports
- Whether your methodology and verification are stated clearly enough to withstand a sceptical read
How This Works (e.g. 6 months out)
- Send your last report to be evaluated
- Evaluation against a seven category framework: editorial clarity, data reconciliation, disclosure judgment, attribution accuracy, claim traceability, regulatory precision, and overall assembly quality
- Two-page scorecard with a grade per category, a rationale for each, and an overall grade
- Findings summary of the specific issues for each of the seven categories