You’re steps from having a professional tear sheet to distribute to investors.
Here’s how the process works:
- COMPLETE ORDER
Complete the order form and payment to the right to get started.
- SEND FUND/PROGRAM INFORMATION
You’ll next be directed to a form to provide the information needed to create your tear sheet.
- INITIAL DRAFT CREATED
We’ll create an initial draft for your review based on the information you provided for your review.
- FINALIZE SHEET
Based on your feedback we’ll make any additional updates and send you back your final tear sheet and login for you to access your tear sheet online.
- SEND TO INVESTORS
You’re ready to update your data monthly and send a tear sheet to your investors as soon as you have your monthly performance ready!