Reports That Build Themselves
Pulling a packet together usually means a half-day of copy-pasting from a half-dozen places. MyDealTeams generates Summary, Story, and Financial reports from the live deal data — every time you need one.
Why Packet Assembly Eats the Week
Internal and external reporting is one of the largest hidden costs in a deal team.
Copy-paste, every time
Each packet is rebuilt from the same scattered inputs.
Out-of-date the moment they ship
The data has moved on by the time the deck is finalized.
Inconsistent across deals
Every analyst's packet looks different — partners notice.
What MyDealTeams Does
Reports are generated from live data with consistent structure.
Summary, Story, Financial
Three report types — each tuned for a specific audience and use.
Multi-level reporting
Generate reports at the location, project, portfolio, or evaluation level.
Cross-cutting reports
Combined Task Status + Financial reports for executive review.
PDF export
Export to PDF for distribution — branded and consistent.
Partner share packets
Curate documents and reports into a single packet sharable by link.
Always current
Every report pulls from live data — no manual refresh required.
How Teams Use It
Committee packets
Generate the committee packet from the evaluation in one click.
Investor reporting
Quarterly investor packets pulled live from the portfolio.
Partner updates
Send a status report to a partner without rebuilding the deck.