Every portco. Same pack. Every number cited.
Recordal gives your portfolio companies a standard reporting layer – board packs and quarterly reviews drafted from each company's live systems, with source and as‑of date on every figure. Your operating partners stop chasing spreadsheets. Your monitoring data stops arriving out of date.
The reporting problem compounds at the portfolio level.
One company assembling its board pack by hand is a lost week. Twelve companies doing it is a systemic risk: every portco reports in a different format, on a different cadence, from a different spreadsheet – and by the time numbers roll up to the fund, nobody can say which are current and which are three weeks old. Monitoring becomes archaeology.
You can't standardize judgment. You can standardize the data it runs on.
One reporting layer across the portfolio.
Standardized packs
Every portco's board pack and QBR drafted from its own live systems, in the fund's template. Same structure, same metric definitions, same citation standard – comparable by design.
Provenance and freshness enforcement
Recordal verifies every figure against its source system and stamps it with source and as‑of date. Out-of-date numbers trigger a non-dismissible warning before a pack is finalized – polished-but-wrong doesn't reach the fund.
A portal, not an inbox
Deal teams and operating partners access packs through a portal with Ask-the-Pack – questions answered from cited data, not from a portco CEO's memory at midnight.
Rolled out per company. Governed at the fund.
Mandate
The fund sets the template: sections, metrics, definitions, cadence.
Connect
Each portco links its own stack – finance, CRM, billing. Their data stays theirs; the format becomes yours.
Draft & review
Packs draft automatically each cycle. Portco teams approve their sections by magic link – no new logins, no adoption fight.
Deliver
Finalized packs arrive on cadence, cited and current, in the fund portal.
Portco CEOs get their board pack workload back. The fund gets comparable, verifiable reporting. Adoption doesn't require enforcement when both sides win.
Built for people who check the numbers.
Citation on every figure
Source system and as‑of timestamp attached to every number in every pack. Auditable by anyone with access, without a data request.
Freshness enforcement
Non-dismissible warnings on out-of-date figures. A pack cannot be finalized while a number is quietly wrong.
Consistent definitions
Metric definitions set once at the fund level and applied identically across portcos. ARR means the same thing in every pack.
One pack list across the portfolio
Sealed packs are immutable records. See at a glance which portcos are approved, drafting, or citing stale sources.
See it on your portfolio's shape.
A 30-minute walkthrough with your fund's reporting template and cadence in mind – not a generic demo.