Flagship paper
Investor relations on one living record
Link investor communications, reporting and capital activity to a shared, permissioned investment record.
By Katriona Lee, Reuben AI. Last reviewed .
The short answer
Investor relations on one living record connects what a manager tells investors with the evidence, decisions and capital activity behind it. Fundraising, onboarding, reports and portal communications can draw on the same underlying record while respecting investor-specific permissions. Published communications retain their reporting date and review history rather than changing silently with the live record.
- 01
Agree the reporting basis
Definitions and sources investors will be reported against.
- 02
Separate the record from its audience
One source record, tailored views for each investor.
- 03
Review capital and narrative together
Capital activity and commentary checked against the same evidence.
- 04
Publish a dated communication
A dated release that traces back to reviewed sources.
Evidence stays linked through every step; judgement stays human.
Build the record, step by step
Agree the reporting basis
Document investor obligations, reporting periods, calculation conventions and review responsibilities. Identify which investment and capital records support each disclosure and where administrator confirmation is needed.
Separate the record from its audience
Maintain one underlying evidence record with permissioned investor views. Do not assume that information available to the investment team may be shared with every investor or prospective investor.
Review capital and narrative together
Reconcile investor communications with approved capital activity and the investment narrative. Keep notices, reporting inputs and reviewer sign-off linked rather than treating the portal as the source of authority.
Publish a dated communication
Preserve the approved version, reporting date and audience. Record corrections explicitly and link follow-up questions back to the supporting evidence without silently replacing what investors originally received.
Common mistakes
- Treating a portal upload as evidence that the numbers were reviewed.
- Giving prospective investors the same access as onboarded investors.
- Allowing live updates to rewrite previously issued reports.
Explore the section
Use these focused pages for the workflows and audiences within this paper.
Questions and answers
Is the investor portal the investor record?
The portal is a delivery and access surface. The underlying record should retain evidence, permissions, approvals and communication history independently of a particular upload.
Can fundraising reuse reporting evidence?
Yes, where it is appropriate for that audience and period. Review permissions, context and material changes before reusing a claim.
How should corrections be handled?
Issue a clearly identified correction with its reason, reporting basis and review history. Preserve the prior communication and make the relationship between versions clear.
Does Reuben AI make investment decisions?
No. Reuben AI links evidence, findings and decision rationale; judgement stays human. Accountable investment teams and committees make the decisions.
Where is data stored?
Data residency is Australia by default. Other regions are available for enterprise clients and partners only.
Reuben AI is built as one linked record across all six levels of private markets. See it on your own deals, or explore what it could add for your platform's clients.
Read next: The six levels of private markets diligence or browse the Resource Hub.