• Investor Reporting: Building Strong Partnerships Through Effective Communication | Requity, Dylan Marma

  • Jul 4 2023
  • Length: 15 mins
  • Podcast

Investor Reporting: Building Strong Partnerships Through Effective Communication | Requity, Dylan Marma

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  • Summary

  • On this episode of Requity Insights, we dive into the world of investor reporting and its significance in building strong relationships with limited partners. We have partnered with over 150 high-net-worth individuals and through their valuable feedback, they understand the importance of quality reporting. Tune in as we discuss the structure and frequency of effective investor reporting and how it plays a crucial role in maintaining trust and transparency with investors.

      00:01:16 Goal of investor Reporting   00:02:32 Reporting Cadence    00:02:57 Monthly Written Reports & it's content involved    00:10:15 Importance of including video updates for reporting   00:12:00 Important tips and tricks  

    Follow us on social media! Dylan Marma https://www.linkedin.com/in/dylanmarma/

    Luis Valez https://www.linkedin.com/in/luisevelez/

    The Requity Group https://www.linkedin.com/company/requitygroup

    Watch this podcast on YouTube https://www.youtube.com/@requity

    Interested in becoming an investor? Visit https://www.therequitygroup.com to learn more.

         
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