Institutional-quality reports, tailored to you, at a fixed price.
Basic
$425
per report
The essentials, cleanly presented.
- 5 slides
- Up to three customizations per slide
- Analyst builds and signs off
- Delivered in your brand, as PowerPoint and PDF
Medium
$800
per report
Room for the detail your investors ask about.
- 15 slides
- Up to three customizations per slide
- Analyst builds and signs off
- Delivered in your brand, as PowerPoint and PDF
Advanced
$1,250
per report
The whole report, every slide of it.
- Every slide in the report
- Up to three customizations per slide
- Analyst builds and signs off
- Delivered in your brand, as PowerPoint and PDF
Custom
Let's talk
Scoped to what you need
A report that does not fit the packages, an unusual portfolio, or something you have in mind already.
- Any number of slides
- Multiple reports or whole portfolios
- Your own templates and formats
- A named analyst and an agreed turnaround
Buy the reports you need now and schedule them as you go — quarterly, monthly, or whenever a deal comes up. Reports are yours to use for 12 months.
How it works
01
Build your report
Pick the report, choose your slides, and see the price as you go.
02
Send us your documents
After checkout you get a secure upload link for your financials and brand assets.
03
We build it
An analyst builds the presentation and ties every number back to your source documents.
04
You receive it
You get a fully unlocked PowerPoint and a ready-to-send PDF
Questions
Is the report AI-generated?
No. An analyst builds your presentation and signs off on it. We use AI to move faster through the mechanical parts — reading your financials, drafting layout — the same way we use Excel. The judgement, the commentary and the review are a person's.
What do you need from me?
Your financials for the period, and your brand assets the first time. After checkout you get a secure upload link listing exactly what to send.
What do I get back?
Both a PowerPoint and a PDF, in your brand, plus one round of revisions.
What if my report does not fit one of these?
Book a call. Anything outside the standard packages gets scoped and quoted directly.
Can I change my slides later?
Yes. Recurring plans can change slides between periods — tell your analyst before the period starts.
Ready to take your investments to the next level?
Contact us today to learn more about how our services can support your investment goals.