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Investor Reports & Year-in-Review Publications
for Private Equity

Investor reporting is a recurring opportunity to highlight your firm’s progress and reinforce trust. Whether it’s a year-in-review publication, a mid-year update, or a direct letter to LPs, these communications provide investors with evidence of performance, value creation, and momentum.

Darien Group supports private equity firms in elevating these materials beyond routine updates. We design and structure reports that are clear, polished, and strategically sequenced — ensuring they demonstrate credibility, showcase results, and align with broader messaging.

OpenGate Capital 2024 Year in Review report with cover showing a snowy mountain peak and inside pages displaying company statistics and achievements for 2024.

Open investment report booklet showing pages with Investment Highlights, company logos, and key statistics.

Why Investor Reports Matter

Demonstrating Value Creation

Investors want more than lists of new hires or minor operational updates. They are most interested in how your firm is creating value in its portfolio. Strong reports emphasize realized gains, operational improvements, and evidence that fees are being earned through disciplined execution and measurable results.

Evolving Frequencies

Traditionally, most firms prepare an annual year-in-review report. Increasingly, some are moving to a mid-year plus year-end cadence. And in rare cases, firms issue quarterly reports that are public-facing. The format may vary, but the imperative remains the same: to present accomplishments with clarity and professionalism.

Public vs. Direct Investor Communications

Most firms distribute year-in-review reports publicly via PDF or email. The best practice is to create a dedicated web page and drive readers there from email and LinkedIn, extending reach and creating a more elegant experience. Separately, some firms also prepare non-public LP reports or letters. While these are usually handled in-house, Darien Group has helped clients design and lay out these communications with the same polish as their other investor materials.

Our Process

We approach investor reports as narrative exercises, not data dumps. Each engagement begins by understanding what progress truly looks like for your firm and how to express it with substance and restraint. Our role is to bring order, cohesion, and visual clarity to that story — so the final report delivers insight, not just information, showing investors the results behind the rhetoric.

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Discovery & Content Advisory

We collaborate with clients to identify milestones, metrics, and narratives that resonate most with LPs — prioritizing value creation and meaningful developments over routine updates.

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Design & Layout

Our team creates visually engaging reports, whether PDF, email, or web-based. We use charts, infographics, and layouts that make information clear and impactful.

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Digital Integration

For firms building web-based versions, we design and program temporary pages that integrate seamlessly into the firm’s site. These microsites allow for a sleeker experience and can incorporate video content.

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Multimedia Support

Video content — whether repurposed from an AGM or created anew — can strengthen reports. We consult on scripting, editing, and integration so video enhances the story without overwhelming it.

Best Practices in Investor Reporting

Emphasize value creation over routine operational updates.

Consider mid-year updates to complement annual reports.

Deliver reports via a microsite for maximum professionalism.

Use video and infographics to elevate impact.

Maintain consistency across public-facing and LP-only communications.

Our Experience

Darien Group has produced investor reports and year-in-reviews for firms across private equity, real estate, and venture capital. Our work spans from annual public-facing reports and microsites to private LP updates and letters, ensuring every communication is aligned with brand and messaging.

Open AE Industrial Partners 2024 Year in Review report with pages showing aerospace leasing, target markets, and portfolio company details, all laid out on a dark blue surface.

Three-page JLL Partners 2025 Year in Review document featuring a blue industrial turbine cover, team member photos with roles, and a section on advancing with AI including a portrait of Jeff Hunter.

Ranchland Capital Partners TNFD Report 2025 cover and open pages with text, circular infographic, and photos of grazing cattle and elk in a field.

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Questions We’re Asked Most Often

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Do you design both public-facing reports and LP-only communications?

Yes. We support both public-facing summaries and LP-only versions with deeper detail, data, and disclosures. Each format is tailored to the audience and distribution channel.

Can you help us prioritize what content belongs in a year-in-review?

Absolutely. We help identify what matters most, including firm milestones, portfolio progress, value-creation highlights, team updates, and forward-looking priorities. The goal is to create a report that feels substantive without overwhelming the reader.

Do you handle both PDF and web-based formats?

Yes. We design traditional PDF reports as well as interactive web-based versions. We can also create hybrid formats if your team prefers to distribute both.

How can we incorporate video or multimedia into these reports?

We can embed or link video content, create motion graphics, or help produce short clips that highlight key messages. Multimedia can appear directly in web-based reports or be linked through QR codes or URLs in a PDF.

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Investor Reports & Year-in-Review Publications for Private Equity