Fundwave

It’s 3pm on a Friday evening. Normally, I’d be trying not to get distracted with thoughts of Saturday night football. But today is different. I’ve this uncanny yet not unfamiliar feeling that this will be a long day. The quarterly reports are due soon, and the only thing I can think of is if I can get another uninterrupted hour of collating it all together. Perhaps, a coffee would bring relief? Of course I must be daydreaming, because the above is no longer true. After moving to Fundwave, the horror that was investor reporting has become as mundane as getting that coffee. I just select the reporting date and hit the ‘Generate’ button or change the date cell on my live spreadsheet. That’s all it takes to I get fresh reports with new numbers. Perhaps, I can raise a feature request that the reports be generated automatically - do I really need to change the date myself? I keep these thoughts to myself as I debate if might sound reasonable. As I sip through the last few drops, the caffeine starts to kick in. Not that it is of any help with the debate. A slack message from a team mate pops up. 'Hey mate, do you think we can include carry provision in the LP reporting? That AI investment from 3 years ago has just hit the jackpot and it’ll alone return the fund'. I savour the moment of elation - I’ve a small interest in the carry pool after all. But the caffeine is starting to wear off a little too early. The high is beginning to be drowned by the reality of having to redo the report design, and put together a new executive summary. Phew. I think to myself - what if any of my team members could design a report, not just those who are familiar with Excel or the reporting templates? Everybody seems okay to use Notion though. How could I get them to stop coming to me for new reports or changes? I’m so done with being the go-to person for everything. - A Fundwave User See first comment for a brand new way to do your reporting!

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