Like many growing funds, Incline Global engages with investors on a regular basis by responding to time-sensitive questions, preparing detailed quarterly reports and letters, and presenting rigorous analyses to explain fund performance. To maintain investor confidence, Incline Global must execute on these tasks in a timely and accurate manner, but is faced with complexities around data capture, data normalization, and data presentation. Recognizing that the current manual and bespoke processes were not scalable, the firm desired a flexible technology solution to streamline these workflows and improve investor communication, both with current investors and new prospects.