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Portfolio reporting that LPs open on their phone

The quarterly report as a page instead of a 40-page PDF: fund metrics, valuation bridge, every holding in detail with one tap. Investor questions land right on the holding.

PE & VC funds · 1 Example document

The situation

The investor-relations team generates the report from the portfolio database – Claude turns it into the interactive page. Annopane delivers it as a link with password and expiry; the statistics show which LP has opened it.

For portfolio companies the same works the other way round: the holdings’ monthly reporting arrives at the fund as a link – with comments instead of Excel returns.

Example document

Quarterly report Meridian Growth Fund II

Fund metrics, NAV bridge, portfolio map, holdings with drill-down

Open full size

Tip: switch between DE and EN at the top right inside the document.

What's interactive

  • MOIC, IRR and DPI count up on open
  • Filter sectors – bubbles and table react together
  • Tap a bubble or row → detail card with the deal team’s commentary
  • ARR sparklines per holding

How Annopane helps here

An LP taps “Quanta Robotics” and asks about the new CEO’s plan – the question is visible to the IR team at exactly this holding.

Open in Annopane & comment

How to build this yourself

Describe to Claude or ChatGPT what the page should show and ask for “a standalone HTML file without external libraries”. Upload the result to Annopane – done. Templates with ready prompts are under Templates.

Go to templates

Other audiences

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Related pages

Try it with a file you already have.

Free, no sign-up. Upload, share the link, collect feedback.

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