PLATMETRIX
Consulting Service

Investor Reporting — End User

Keeping investors informed after the decision — periodic, consistent reporting.

User Handbook
Intended forOverviewAnalystEnd User
For your role

For the End User

You’re the client. You open Investor Reporting, read and download what your tier entitles you to, and use it to make a decision.

Where to focus

Focus on how to access and read it. You can skip the production and administration sections.

Section 01

What it is

Consistent, periodic reporting to your investors after capital is committed.

Section 02

What's in the deliverable

The Investor Reporting deliverable typically covers:

Section 03

How you access it

This service is delivered as a protected report in your portal, under Your Projects. Access follows the same staged model as every Market Intelligence deliverable:

TierWhat you see
Awaiting depositA payment prompt to begin.
Deposit paid — studyThe desktop study unlocks.
Paid in fullThe full deliverable.
Where you see it

Sign in, open your project, and this service appears as an Active card when it's included on your engagement. The project view shows which of the sixteen services are active.

Section 04

How it's produced

  1. Scoped. The service is added to your engagement and priced in the Quote Builder.
  2. Built. An analyst assembles the deliverable and stores it privately.
  3. Unlocked. Your access tier is raised as you pay; the portal serves exactly your tier — nothing above it is reachable.
  4. Delivered. It opens in your protected workspace, readable and downloadable.
The output you keep

A protected, downloadable package for your site decision.

PLATMETRIX · Investor Reporting User Handbook · Console reflects seed data; your live screens show your own accounts.