MONITORING AND EVALUATION TOOL
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MANAGEMENT COMMENTARY EMAIL TEMPLATE TO PORTFOLIO COMPANY SUBJECT LINE OF EMAIL [PORTFOLIO COMPANY NAME] Investor Report – Q[X] 20[XX]
EMAIL TEMPLATE Dear [NAME OF PORTFOLIO COMPANY CONTACT], I hope this email finds you well. As you know, your investors request an investor report from [COMPANY NAME] every quarter that covers important financial, operational and impact data and updates. [INSERT INV./FUND MANAGER NAME] is helping to coordinate and send these reports in a timely manner. Similar to the previous quarters' investor reports, we are consolidating your company’s monthly financial statements into quarterly financial statements and providing an overview of your company’s financial performance through a brief, but value-added update from you, the [CONTACT’S TITLE]. [INSERT INV./FUND MANAGER NAME] will provide our own commentary about the company, separately. We will collect the monthly financial statements and quarterly impact data directly from your finance department and the management update from you. To help you with your management update, we have attached a template to this email. Please fill the template in, providing thoughtful updates and relevant detail, and send it back to me no later than [MONTH] 15, 20[XX]. This update will cover the reporting period for Q[X] 20[XX] (MONTH to MONTH 20[XX]). Thank you in advance for your cooperation. We hope this helps facilitate the reporting requirements for you and your team. Warm regards, [INV./FUND MANAGER RELATIONSHIP MANAGER’S NAME]
Attachments:
Tool - Portfolio Company Commentary Template
Tool - Portfolio Company Impact Metrics Collection Template