Owner reporting / Evaluation guide
How can owners prepare investor reporting when managers use different systems?
Agree the reporting basis, collect the required property and entity packages, review account mappings and record who accepts the information for the investor output. Keep source versions, missing inputs and narrative assumptions with the report.
By CREx Software · Editorial review 2026-10-18
Define what accepted reporting means for this audience.
Investor-grade is not a software certification. Specify the audience's required reporting basis, supporting evidence and approval responsibilities. Property results, venture accounts and investor statements should remain distinct until the responsible finance team agrees their relationship.
What to confirm before choosing the scope
| Requirement | What to confirm | What to retain |
|---|---|---|
| Source package | Identify the required property and entity inputs. | Keep source version, period and receipt date. |
| Comparability | Review account definitions and reporting scope. | Record differences and accepted treatments. |
| Narrative | Link each explanation to the relevant evidence. | Separate a supplied fact from an assumption. |
| Acceptance | Name the reviewer for the intended audience. | Record limitations and approval responsibility. |
| Revision | Track changes to an already used source. | Identify affected outputs and the next review. |
These are buyer and reviewer questions. They do not claim that the checks run automatically in CREx or establish a missing capability in another product.
Review example
A source question to work through
A quarterly investor draft contains an explanation based on a preliminary September package. If that package changes, review the linked narrative as well as the figures before the report is accepted.
Record the source, affected output, person responsible and next review date. Keep an unanswered item open until the appropriate reviewer accepts its treatment.
Where CREx fits
CREx OS is the portfolio data and reporting foundation beneath CREx Intelligence. Agree source coverage, reporting definitions, delivery expectations and review responsibilities for your account. Confirm the specific AI environment and available capabilities in the proposal. Your team reviews the evidence and makes the decision.
Eligible CREx OS accounts include support from the CREx team. Work with a named CREx operator to agree reporting responsibilities, shared capacity and coverage for your account.
Core is separately scoped Consulting for bespoke data projects. It is separate from the data foundation included in OS.
Questions to bring to the discussion
Does CREx automatically assemble and approve investor packs?
Can investor and lender reports use the same inputs?
Continue with the relevant guide
Discuss your requirements
Bring the source question.
Start with the manager roster, reporting purpose and open questions. We can discuss the relevant CREx scope and what needs confirmation.
Book a demo ↗Discuss the applicable scope
Use the existing enquiry form to start the conversation.
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