Key takeaways
- Quarterly financials standard.
- Annual letter + audited financials.
- K-1 by March 15.
- Investor portal scales communication.
- Transparency builds reputation.
Core concepts
Quarterly
P&L, balance sheet, narrative.
Annual
Audited financials, letter.
K-1
March 15 deadline.
Step-by-step framework
- 1Build reporting template.
- 2Engage CPA + auditor.
- 3Investor portal.
- 4Annual letter draft.
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Common mistakes to avoid
- Skipping audit.
- Late K-1.
Frequently asked questions
Audit cost?
$15–35k.
Portal options?
Juniper Square, Cashflow Portal.
Annual letter length?
5–10 pages.
Transparency level?
High — investors notice.
Action checklist
- ☐Reporting template.
- ☐CPA + auditor.
- ☐Portal.
- ☐Annual letter.
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