Enhancing investor loyalty with Squircle

Performance is where you win the head and reporting is where you win the heart

Squircle-Fund-Reporting-Case-Study

Private market investors, especially in the realm of fund reporting, require more attention than most. These investors take on considerable risks, locking in their investments for five or more years, and must rely on the trustworthiness of owners and managers rather than the more transparent, data-driven insights provided by brokers and public markets. With increasing liquidity constraints facing Limited Partners (LPs), General Partners (GPs) are actively searching for ways to nurture and strengthen their relationships through more detailed and engaging Fund Performance reports.

In collaboration with Squircle, we have developed comprehensive reporting solutions, including ESG Reports, Investment Reports, and Fund Performance reports, all designed to cater to the unique needs of private market investors. Despite the availability of various guidelines and regulatory frameworks dictating the content of these reports, their final presentation often lacks creativity, appearing dry, overly functional, and, at times, subpar compared to the high-quality information contained within.

This represents a significant opportunity to improve investor reporting by producing well-branded, clear, and accessible documents that go beyond the functional and resonate with the values and expectations of both GPs and LPs. Well-crafted investment reports, for example, can enhance transparency, build trust, and support long-term investment relationships by demonstrating a clear commitment to ESG principles and financial stewardship.

At Fin, we partner with GPs and LPs to create fresh, customised, and branded templates for fund reporting. Whether it’s ESG reports, financial performance reports, or investment summaries, our work with Squircle ensures the reporting process is tailored to your internal resources, streamlining production and enhancing the overall quality of your communications. Our goal is to create reports that not only provide vital information but also reinforce the values and goals that matter most to your LPs and GPs, building stronger relationships and demonstrating care and commitment through exceptional design and branding in private equity reporting.

Squircle-ESG-Fund-Report-Image

Squircle's ESG Fund Report with Fin

Squircle-ESG-Fund-Report-Image

Squircle's ESG Fund Report with Fin Page Examples

Due to confidentiality for our clients our publishing boundaries to the public are limited.

Please get in touch if you would like to discuss how Fin can help you make a difference and build investor brand loyalty by calling on +44 (0)7506 552599 or email on e.mould@fininternational.com
Eliza Mould

Next project