Common Investment Team Reports (For Deals / Lists)
In addition to our default reports, our reporting suite is built to be flexible and support a number of other use cases. We've curated some potential reports you and your team might find useful below - if you need any help configuring these, feel free to reach out to us, or review some of the related articles to this one.
Monday meeting reporting
One of the most common reports is the deal status report, also known commonly called the "Monday Meeting Report" (as many teams kick off their week with a coordination meeting). This report gives an overview of all the deals currently being reviewed by the team, grouped by the stage of the investment process they are in.
Our default "Deal Report" is meant to provide a simple version of this report, which your team can modify further by editing columns and / or filtering out deal types that aren't typically discussed in your team's weekly meeting.
Note: this default report may be called something different (e.g., Opportunity Report, Record Report) depending on the naming conventions in use by your team.
Deal funnel health reporting
Outside of status, you might also want to evaluate how that pipeline is evolving, and how those deals align with your areas of focus. Some examples of this would include:
- Sourcing volume reports - which would help your team evaluate top of funnel sourcing + origination activity, and if that's increasing or decreasing over time
- Category reports - assuming you're collecting this data, you can report on how your investment activity looks across different categories to answer questions like:
- Which industries are we seeing the most deals in?
- What funding stages / level of company maturity are we spending most of our time on?
- What are the demographics of the founders and management teams we're evaluating?
- What geographies represent most of the deals we're seeing?
Resource allocation reporting
Another set of reports we've seen people build center around resource allocation - which relationships are worth re-investing in, which people on the team are overloaded (or more productive) vs. less so, and how efficient your process is at converting top of funnel activity to deals completed.
Some examples:
- Where are we getting most of our deals from (and as a result, who should be spending more time with)?
- More importantly - who is sending us the deals that we actually end up evaluating heavily and ideally investing in?
- Which people on the team are leading or running point on a lot of deals?
- When we pass on a deal, what are the most common reasons we pass?
- Of the deals we saw this year, how many have gotten to the due diligence stage of our process? How many did we end up investing in?
Fundraising reports
If you're using 4Degrees to track conversations with potential investors (for your current fund or next one), you can also generate reports to understand how that is progressing.
- Investor status reports
- Where are investors in the decision making process around this fund (or the next one)?
- How much in dollars are at each stage of our fundraising process?
- How much in probability weighted dollars are in each stage of our fundraising process
- Category reports
- What kind of investors are we engaging with (e.g., family office, endowments, HNW)? Which are getting furthest in your process?
- Process management
- Where are we getting most of our LP referrals from (and as a result, who should be spending more time with)? More importantly - who is sending us the referrals that we actually end up closing?
- Which people on the team are leading or running point on a lot of LP conversations?
- When an LP passes on us, what are the most common reasons they pass?
- Of the LPs had conversations with this year, how many have we gotten to the due diligence stage of their process? How many did we end up closing?
Note: given LP conversations are often sensitive, it's worth noting that reports follow the sharing permissions you have in place for the list they are reporting on. Put another way - if your fundraising list is only available to a subset of your team members, the same will be true of any report build on a fundraising list.