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Finance agent

Investor reporting pack

The quarterly investor pack built from live numbers, every chart and footnote traced to its source, ready for your team to review, narrate and send.

  • $12,500 fixed
  • Live in 3 to 6 weeks
  • Yours to keep
Let’s build your agent How it works
The review screen for Investor reporting pack: four items, three done, and one (NOI off by $41K) waiting for the asset manager, who is asked: Harbor Point NOI differs from the property report by $41,000. Use the accounting figure?
How it works

The quarterly investor pack, with a source behind every number.

Here’s a typical run, step by step: what automation handles, what the agent does, and the calls that stay with your team.

The workflow for Investor reporting pack, in 5 steps. It starts with “Q2 is closed” and ends with “A traced draft to review”. Each step lists what automation, the agent and your team do there.
Investor reporting packA typical run
Starts withQ2 is closedAccounting closes the quarter for Fund II’s 12 assets, and the investor pack is next.
Automation: Collects rent rolls, the ledger and loan balances for all 12 assets, and the fund’s capital accounts, as of June 30.
~12h/mo

Step 1 of 5Gather the numbers

  • Automation

    Collects rent rolls, the ledger and loan balances for all 12 assets, and the fund’s capital accounts, as of June 30.

    Every number has a known home, and June 30 is the only date that changes.

Reads
  • Accounting
  • Property system
Writes
  • Reporting workbook

~12 hours a month back

The agent: Compares each figure across systems. Occupancy and debt tie out, but Harbor Point’s NOI is $41,000 off from the property report.
~20h/mo

Step 2 of 5Tie out every figure

  • The agent

    Compares each figure across systems. Occupancy and debt tie out, but Harbor Point’s NOI is $41,000 off from the property report.

    The two reports group costs differently, so most gaps are only labels. The agent finds the one that’s real.

Reads
  • Accounting
  • Loan tracker
Writes
  • Reporting workbook

~20 hours a month back

IfYour team: Sees both Harbor Point figures with the entries behind the $41,000, and picks the right one or sends it back to accounting.
~3h/mo

Step 3 of 5Settle the mismatch

  • Your teamIf two sources disagree

    Sees both Harbor Point figures with the entries behind the $41,000, and picks the right one or sends it back to accounting.

    An NOI in front of investors is a statement of fact. The person who runs the asset knows which books are current.

Reads
  • Reporting workbook
Writes
  • Reporting workbook

~3 hours a month back

Where teams differSome funds make accounting the final word. Others let the property manager’s report stand until the books catch up.

Automation: Drops every settled number into last quarter’s template, refreshes the 12 asset pages and redraws each chart.
The agent: Writes the factual notes for each asset, like occupancy up two points at Harbor Point after two new leases, for your team to edit.
~32h/mo

Step 4 of 5Build the pack

  • Automation

    Drops every settled number into last quarter’s template, refreshes the 12 asset pages and redraws each chart.

    The template barely changes quarter to quarter. Refreshing its numbers and charts is mechanical.

  • The agent

    Writes the factual notes for each asset, like occupancy up two points at Harbor Point after two new leases, for your team to edit.

    A note has to say why NOI moved, which means reading the leases signed and the costs booked, not just the totals.

Reads
  • Reporting workbook
Writes
  • Document store

~32 hours a month back

Where teams differCommentary runs from one line per asset to a full page from each asset manager.

Automation: Saves the pack with a source note on every figure and lets the reporting team know it’s ready to narrate and sign off.
~5h/mo

Step 5 of 5Hand over the draft

  • Automation

    Saves the pack with a source note on every figure and lets the reporting team know it’s ready to narrate and sign off.

    It’s one file and one note. The send to investors stays with you.

Reads
  • Document store
Writes
  • Shared inbox

~5 hours a month back

Ends withA traced draft to reviewFund II’s pack is ready for your team to narrate, sign off and send, each figure linked to its source.
Total~72h/mo

What changes

The numbers reach the pack already tied out, so your team starts on what they mean instead of copying them into slides.

  • 3steps automated
  • 2steps for the agent
  • 1call kept with your team

Pick any step to see what happens there and why it sits in that lane.

What it could be worth

~72 hours a month back

$64,800 a year in time

For a manager running three funds and about 40 assets, each reporting quarterly, averaged by month, at $75 an hour. We work out yours from your own volumes before you sign.

Let’s build your agent
What we customize with you

One proven agent, plugged into how you work.

Every team does this job a little differently, so we set these five with the people who do it today. We’ve done this in dozens of businesses, so we know where teams usually differ and ask about those first.

The agent

Same for every client
  • Follows the same proven steps
  • A person on every exception
  • Every decision logged
  • Tested on your past work first
  • Never sends to investors on its own

  1. Your systems

    Where the work comes in, and where the result goes.

    For this agentNumbers from your property, accounting and capital systems, the pack into your document store.

  2. Your rules

    The limits and exceptions it works to.

    For this agentWhich source wins for each number, and your rounding and formats.

  3. Your team

    Who signs off, and who covers when they’re away.

    For this agentThe asset manager for mismatches, the fund lead for sign-off.

  4. Your channels

    Where your team hears from it.

    For this agentEmail when the draft is ready, a list of anything waiting.

  5. Your output

    What it hands back, in the format you already use.

    For this agentA pack in your template, with a source for every figure.

Capital call notices is its own agent in this catalog, and distributions are quoted on their own. The investor letter, and the final word on commentary, stay with your team.

What you get

The agent, and everything that keeps it working.

  • The agentRunning on your systems, under your rules.
  • The review screenWhere the exceptions land for your reporting team and asset managers.
  • Your rulebookYour limits, exceptions and who signs off, in one place, often for the first time.
  • A test reportYour past investor packs, run through it and checked against the number.
  • The runbookHow it works, what to check, and what to do if it stops.
  • 30 days of tuningAfter it goes live, through a full month of your real investor packs.
The number we agree

Days from quarter close to the pack going out. We measure it before we start, and again at day 30.

How we get there

Live in 3 to 6 weeks. About seven hours of your time.

We do the building. Your side: access, your last two quarterly packs and where each number comes from, and a short weekly check-in.

  1. Before kickoff

    We send the access checklist.

    You, 2 hours. Access, an owner, and your last two quarterly packs and where each number comes from.

  2. Weeks 1 to 2

    We connect your systems and set it up.

    You, 1 hour. Walk us through your rules.

  3. Weeks 2 to 4

    We test it on your past investor packs.

    You, 1 hour. Review what it flagged.

  4. Weeks 3 to 6

    It runs beside your team, then goes live.

    You, 1¼ hours. Work from the review screen.

Then 30 days of tuning, with a short check-in each week, about two hours of yours. At day 30 we show you the number and hand everything over.

After it’s live

It keeps running whether or not we stay.

  • It runs in your accounts

    Your cloud, your systems, and an AI account in your name, billed by the provider at their rates.

  • Changes in the first 30 days are included

    A new rule, a changed limit, someone new signing off. That’s what tuning is for.

  • After that, your call

    Your team edits the rulebook, the care plan covers it, or a bigger change is quoted first.

An investor pack like this one went from two weeks to two days for a firm running sixty-plus assets.

Questions

About this agent.

Does it write the commentary?
It can draft the factual parts, like what moved and why, for your team to edit. The narrative and the sign-off stay with you.
Can it use our existing template?
Yes. It builds the pack in the template you send investors today.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
How do we agree the number?
Together, before any work starts. For this agent it’s the days from quarter close to the pack going out. We measure it before we start, and again at day 30.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

Want the investor pack tied out before your team starts on it?

Tell us how your team handles investor packs today. We’ll show you this agent on examples like yours, and whether it fits the fixed price.

Let’s build your agentBack to Real estate & construction
New to Switchboard Agents? How it works, what’s included, and what it costs.
  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
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Switchboard Agents$12,500 fixed · live in 3 to 6 weeks How it works Let’s build your agent