Pinion Blog
Your Portfolio Deserves an LP Letter
Pinion now generates LP-style quarterly reports for your own portfolio — performance, holdings, and an AI-drafted narrative built from the investor updates you already collect.
If you’re an LP in a venture fund, once a quarter you get a polished report: a letter from the GPs, portfolio highlights, and a clean table of every position. It’s one of the best parts of being a fund investor: someone sits down and tells you how things are going every quarter.
Your direct angel portfolio has never had that until today.
One click, one report per quarter
Open Reports in the sidebar, pick a completed quarter, and click Generate. About a minute later you have a full quarterly report:
- An executive summary letter covering how the portfolio moved and what to watch
- Quarter performance: new capital deployed, valuation changes, exits and write-offs
- Per-company highlights drafted from the investor updates you’ve logged that quarter
- Complete company, fund, and all-time exit tables with carrying values and multiples
Every number is computed directly from your portfolio data. The AI writes only the narrative — and it’s grounded in the updates you’ve collected, not invented. If a company went quiet or took a write-down, the report says so plainly. It reads like an LP letter, not a press release.
A snapshot, on purpose
Each quarter can be generated once, and the numbers are frozen at generation time. If a valuation changes next month, your Q2 report doesn’t quietly rewrite itself — the change shows up in Q3’s report, the way a real quarterly report works. Pinion will even warn you if you’re generating early, before most founder updates for the quarter have arrived.
The narrative is yours to edit. Rewrite the letter, tighten a highlight, then print straight to PDF — ready to share with your spouse, your family office, or your future self trying to remember what happened in 2026.
Quarterly reports are available now on Family and Team plans. Your investor updates have been quietly building the raw material — go see what they add up to.