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Harper for Reporting

Quarterly investor reporting, drafted before quarter-end.

Harper collects inputs throughout the quarter, chases missing data and assembles a polished reporting draft, so your team is reviewing a report at quarter-end instead of starting one.

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The problem

The last weeks of every quarter disappear into data collection.

Chasing asset managers, QS teams and consultants for quarterly numbers is slow, and the drafting and review that follow are worse. It is a massive inefficiency repeated four times a year.

  • Continuously builds context instead of waiting for a last-week scramble
  • Coordinates with asset managers, consultants and internal teams across the cycle
  • Turns portfolio data into a review-ready draft with the latest KPIs in place
  • Matches the tone, format and structure of your previous quarterlies
Harper quarterly report output: KPI highlights, quarterly updates and comparison view

How it works

A reporting cycle that runs all quarter.

01

Share past quarterlies

Harper's mapping agents learn your report structure, tone and KPIs from your prior investor reports.

02

Harper collects and chases

Throughout the quarter Harper gathers updates from asset managers and consultants, and follows up on what is missing.

03

Review the draft

Your team receives a cited, review-ready draft with commentary that flags assumptions, gaps and conflicting figures.

Built for review

Investor reports you can sign off with confidence.

Institutional reporting demands auditable outputs. Every figure in a Harper draft links back to the source it came from, purpose-built audit agents check for internal consistency and format compliance, and each section carries Harper's own commentary on what changed and what still needs confirming.

Harper reports on 200+ assets every quarter for real estate and private credit managers. The same platform screens new deals, so the context gathered at acquisition carries through to asset reporting. See Harper for Investments.

FAQ

Questions reporting teams ask.

What kinds of reports does Harper draft?

Quarterly investor reports and asset updates for real estate and private credit funds, including KPI highlights, quarterly commentary and period-on-period comparisons.

Where does the data come from?

From the people and documents you already rely on: asset managers, QS teams, consultants and internal teams. Harper collects their inputs through the quarter and follows up on gaps.

Will it match our existing report format?

Yes. Harper learns from your prior quarterlies during onboarding and drafts in the same structure, tone and format.

How do we know the numbers are right?

Every figure is cited to its source, audit agents cross-check the draft for consistency, and Harper flags conflicting or missing data rather than filling the gap.

Is our portfolio data secure?

Data is stored in Australia on Microsoft Azure, CrossCourtAI is ISO 27001 compliant, and your data is never used to train external AI models. See Security.

All insights →

See Harper on a live deal.

Book a 30-minute demo with our team. We will map Harper to your deal flow and reporting needs.

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Or email us directly at [email protected]