Our Investor Reporting Services include (but are not limited to):
- Preparing call and distribution letters and general investor correspondence
- Assisting with preparation and distribution of portfolio company updates
- Distributing financial statements and other regular reports to investors
- Providing US investors with US K-1 tax forms
- Responding to investor queries, information requests, and ad hoc reporting requests
- Maintaining investor databases
For a printable flyer of all our services, please click here.