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Feedback → provenance → the adjustment it implies for the next deck · illustrative
Staged for the next deck
from 5 tracked notesQoQ2
Add MOIC + board-seat columns to the direct-investment section.
Mitch Alhadeff · Investment review
Add the 6-quarter capital-call schedule to the cash section.
Robert Kang · Reforecast review
YoY2
Lead the Q3 package with the real-time exposure view.
Jim Davidson · Q2 2026 board meeting
Add a per-business EBITDA bridge to the operating section.
Sofia Navarro · Operating review
Process1
Auto-request Alter Domus confirmations 30 days ahead of the audit.
Helen Osei · Q2 2026 board meeting
JD
Jim Davidson
Founder & Chair · since 2009
Wants the live exposure dashboard to open every board meeting — not a static slide.
Source: Q2 2026 board meeting · Jul 2026YoY
Next deck: Lead the Q3 package with the real-time exposure view.
MA
Mitch Alhadeff
Partner · since 2012
Asked for MOIC and board-seat status shown per direct stake, not just a book total.
Source: Investment review · Aug 2026QoQ
Next deck: Add MOIC + board-seat columns to the direct-investment section.
HO
Helen Osei
Independent · Audit chair · since 2019
Requested fund-admin confirmations land before the audit window, not during it.
Source: Q2 2026 board meeting · Jul 2026Process
Next deck: Auto-request Alter Domus confirmations 30 days ahead of the audit.
RK
Robert Kang
Independent · since 2021
Wants a forward capital-call schedule in every package so the family sees liquidity needs early.
Source: Reforecast review · Jun 2026QoQ
Next deck: Add the 6-quarter capital-call schedule to the cash section.
SN
Sofia Navarro
Independent · since 2022
Asked for per-business EBITDA bridges rather than a single combined operating number.
Source: Operating review · Mar 2026YoY
Next deck: Add a per-business EBITDA bridge to the operating section.