CRM systems that capture data without turning it into insight are a scenario we encounter frequently.
Most firms do a good job at capturing and integrating data into the CRM. Far fewer turn that data into insight that supports investment and fundraising decisions.
Here are 18 reports we most commonly recommend, whether delivered in the CRM or through BI and AI tooling.
Reports for the deal team
Reports for the deal team track origination, deal pipeline, intermediaries, deal costs, and team governance, following each deal from origination through to execution or decline/loss.
1. Deal origination
The key themes, sectors, and strategies driving the top of the funnel.
How it helps: Shows where proactive thesis work is paying off, the source mix between proprietary and intermediated origination, and which themes are converting into live deals versus staying dormant.
2. Deal pipeline
A live view of deals currently in process, by stage across screening, IOI, LOI, DD, and exclusivity.
How it helps: Highlights deal team capacity, time in stage, and the upcoming milestones or deadlines across the active book.
3. Reciprocity analysis
Compares spend with third parties such as banks, advisors, and lenders against the outcomes those relationships generate, including deal flow, financing terms, and fee discounts.
How it helps: Useful for justifying or rebalancing relationship investment at renewal time.
4. Project budgets vs spends
Approved DD budgets per deal against actual advisor and third-party spend.
How it helps: Flags overruns early and supports post-mortem cost analysis on both completed and passed deals.
5. Investment Committee decisions
IC meeting outcomes: votes, key discussion points, and approved versus declined decisions.
How it helps: Gives a running log of decision rationale and terms for governance and for spotting patterns over time.
6. Passed / lost deal analysis
Reviews deals that did not complete, categorized by reason such as price, competitive loss, DD findings, or timing.
How it helps: Helps identify recurring reasons deals fall away, and whether pipeline quality or process is the bottleneck.
7. Co-investment / syndication tracker
Co-investor relationships, allocation offered versus taken up, and LP appetite by deal.
How it helps: Useful where the firm regularly syndicates larger deals.
8. Deal team utilization / capacity
Workload across the deal team by live deal, upcoming pipeline, and portfolio board duties.
How it helps: Helps with staffing decisions and spots overload before it causes slippage.
9. Benchmarking dashboard
Benchmarks deal metrics such as entry multiples, leverage, and hold periods against the fund track record or market data.
How it helps: Useful for IC discussions and LP reporting.
Reports for the investor relations & fundraising team
Reports for the IR team track coverage, fundraising momentum, engagement, and capital concentration across the investor universe, so effort follows the highest-value opportunities.
10. Fundraising – current fund
Prospects’ progression, commitments, and closing timelines across a single fund.
How it helps: Brings pipeline, soft-circled, and committed capital together so the team can see where a raise stands and which relationships need attention before they go cold.
11. Fundraising – whole portfolio
Consolidates capital raised, LP concentration, and fundraising momentum across all funds.
How it helps: Gives senior stakeholders a fund-wide view of where capital is concentrating, where pipeline is stalling, and where to focus resourcing.
12. Account overview
Unifies account coverage, engagement recency, and AUM distribution across the client portfolio.
How it helps: Lets relationship owners see their full book at a glance, and surfaces which Tier 1 and Tier 2 accounts have not been met recently.
13. Decline and loss analysis
Surfaces decline patterns by reason, type, and stage to refine targeting.
How it helps: Captures the context behind each lost opportunity so institutional knowledge is retained and can inform future fundraising strategy.
14. LP engagement and activity
IR outreach volume, engagement quality, and activity across the LP base.
How it helps: Ranks LPs by engagement, flags those requiring attention, and shows whether effort is directed toward the highest-value relationships.
15. Investor tear sheet
Provides a single-investor view of commitment history, engagement, and next steps.
How it helps: Gives the IR team instant access to everything they need to act on a relationship without navigating multiple systems.
16. Consultant overview
Consultant coverage, engagement, and pipeline influence across discretionary and non-discretionary relationships.
How it helps: Helps the team see relationship depth and coverage gaps so engagement is intentional rather than assumed.
17. Consultant tear sheet
Provides a single-consultant view of coverage, history, engagement, and pipeline influence.
How it helps: Consolidates each consultant’s AUM, commitments, and engagement history so relationship managers can prepare effectively and keep coverage consistent.
18. Geographic and segment analysis
Identifies LP capital concentration by region and segment to inform diversification and targeting.
How it helps: Gives leadership the evidence base to reduce over-reliance on any single market and to prioritize new ones.
Want the same reports set up for your teams?
We’ve helped 100+ firms drive automated reporting from their CRM and pipeline system.
Request a consultation with our senior advisor and we’ll tell you what it takes – in time and effort – to automate the reports you need the most in your CRM.
