Investor reporting
On requestManagement
Gathers portfolio company reports, consolidates the KPIs and drafts the quarterly letter.
ReportsInvestor letter
Singular · Investment fundsYour portfolio reporting,
Your portfolio reporting,
ready in a morning.
Singular gathers each portfolio company's reporting, consolidates the KPIs against your template and prepares the investor letter. You review, you sign.
- One-week audit
- First module live in three weeks
- Fixed-price quote
Operations logHalcyon Capital · Investor reporting
Example- portfolio companies consolidated
- 14 / 14
- sent without approval
- 0
| Time | Operation | Status |
|---|---|---|
| 08:00 | Reading the reports of 14 portfolio companiesInvestor reporting | Done |
| 08:02 | KPIs consolidated against your templateInvestor reporting | Done |
| 08:05 | Investor letter prepared, 12 pagesInvestor reporting | Done |
| 08:06 | Check and approval2 figures to confirm | To approve |
Singular plugs into the tools you already use.
OutlookGmailTeamsZoomExcelSharePointGoogle DriveHubSpotSalesforcePipedriveDocuSignNotionSlackPennylaneYour business software
Investment funds
The modules that matter in your business.
You start with one, the one that frees up the most time. The next ones are added when you decide.
Meeting preparation
On requestSales
Before each meeting, gathers the client history, the latest exchanges and open points.
CRM + emailsBriefing note
Monthly client report
On requestManagement
Sends each client a summary of the work done for them.
DataPDF
Understanding Singular
What Singular changes, in practice.
Five questions every executive asks before handing over part of their teams' work. Here are the answers, one by one.
Admin never shows up on an org chart. It hides in calendars: half an hour here, an hour there, every day, for your best-paid people.
Where the hours go
Same tasks, two ways of doing them
Every week, the same tasks come back for several people. Today they cost hours of attention. With Singular, all that's left is a review.
TodayWith Singular
Meeting minutes
Take notes, write them up, proofread, send, copy the actions into the CRM.The minutes arrive ready, in your format. You review and approve.
Proposal follow-ups
Find who hasn't replied, write each message, log the follow-up.Follow-ups are prepared at the right time. You approve the send.
Monthly reporting
Export, paste into Excel, check the figures, format the deck.Reporting is consolidated against your template. Gaps are flagged.
Time entries
Rebuild the week from memory, on Friday evening.Time is recovered from calendars and emails. You confirm.
One set of minutes, from start to finish. Six steps executed, checked and logged. Only one is yours: review and approve.
A concrete example
Steering committee minutes
From the end of the meeting to the CRM update, nothing is re-keyed by hand. Doubts are flagged, never guessed.
Your only job: review and approve. Everything else is executed, checked and logged.
- 11:00Meeting endsThe recording or your notes reach Singular, with nothing for you to do.
- 11:04ReadingThe discussion is transcribed. Decisions, actions and deadlines are identified.
- 11:06DraftingThe minutes are written in your format, with your headings.
- 11:07CheckingAmounts and dates are checked against your documents. A doubt is flagged, never guessed.
- 11:40ApprovalYou review and approve from your inbox. Nothing goes out before.
- 11:41Sending and follow-upSent to attendees, actions created in the CRM, operation recorded in the log.
Built for teams of 20 to 500 people. Teams where the same tasks come back every week and where time is billed.
Right for you if
- Your company has between 20 and 500 people.
- The same tasks come back every week, for several people.
- Your tools are in place (email, CRM, business software) but don't talk to each other.
- Your teams' time is billed, or should go to your clients.
Less suited if
- You're looking for a tool to configure yourself.
- Your tasks change every time and follow no rules.
- You want to replace your business software.
Not a chatbot, not another piece of software. Singular works inside your existing tools, on your rules, with a date and a fixed price.
Not a chatbot
You don't have to chat with an AI. Tasks run inside your tools, on your rules.
Not another piece of software
No new interface to force on your teams. Singular works in the email, calendar and CRM you already have.
Not a consulting engagement
No recommendations in slides. A module in production, a date, a fixed price.
Not a replacement for your teams
Singular takes over the tasks nobody chose. Decisions and client relationships stay with you.
Results are measured, before and after. A baseline at the audit, a report every month, and you decide on the numbers.
Monthly tracking
- 01BaselineDuring the audit, we measure the time spent on each targeted task. That's the reference point.
- 02Monthly trackingEvery month, a report: hours taken over, turnaround times, operations approved or corrected.
- 03DecisionYou judge on the numbers. A module that doesn't return the expected time is fixed or stopped.
Monthly reportVidal Advisory · October
ExampleHours taken overaudit baseline: 0 h
126 hAverage turnaround for minutesbefore: 2 days
38 minOperations approved without correctionout of 312 operations
94%Under the hood
AI reads. Your rules calculate. You approve.
Calculations (fees, amounts, KPIs) follow your rules, identically every time. When a document is unreadable, Singular flags it instead of guessing.
What comes in
Emails and attachmentsCalendarCalls and video meetingsCRMPDF documentsSpreadsheets
What happens
AI reads the request and the documentsYour rules calculateYou approve, the log records
What goes out
Meeting minutesPrepared repliesReportsTime entriesInvoices readyFollow-ups sent
Why not a consumer AI tool? It doesn't do the same job.
Write, summarize, rephrase
ChatGPT, Claude, CopilotIts strength.
SingularIt uses it, but that's not its role.
Do the work inside your tools
ChatGPT, Claude, CopilotYou copy and paste the result.
SingularIt creates, sends, updates and files.
Calculations (fees, amounts, KPIs)
ChatGPT, Claude, CopilotThe result can change from one run to the next.
SingularYour rules, applied identically every time.
Knowing what was done
ChatGPT, Claude, CopilotUp to you to piece it together.
SingularA log, step by step.
| Criterion | ChatGPT, Claude, Copilot | Singular |
|---|---|---|
| Write, summarize, rephrase | Its strength. | It uses it, but that's not its role. |
| Do the work inside your tools | You copy and paste the result. | It creates, sends, updates and files. |
| Calculations (fees, amounts, KPIs) | The result can change from one run to the next. | Your rules, applied identically every time. |
| Knowing what was done | Up to you to piece it together. | A log, step by step. |
The math
What your repetitive tasks cost you.
Enter your figures. The calculation runs in your browser; nothing is sent to us.
4 h
Minutes, reporting, time entries, follow-ups, searching for documents…15 people
Partners and executives included.150 €/h
Salary, payroll taxes and overheads, divided by hours worked. Indicative starting value, to adjust.50 %
Conservative assumption: half. The audit measures the real figure.Time spent per year2,820 hours
What this time costs you per year€423,000
Recoverable with Singular, per year€211,500
This is the basis of our quote: the audit measures the time that can really be recovered, and the price we propose must stay well below it.
Check it with an audit
Your point of contact
Julian Saillard, founder of Singular
I design systems that take over companies' recurring admin work: meeting minutes, sales follow-up, reporting, data entry and reconciliation.
In advisory firms, funds and professional services firms, part of highly qualified teams' time goes into tasks nobody chose. Singular takes it over, on your rules and under your control.
I'm your single point of contact, from the audit to go-live.
- A fixed price, agreed before we start
- A go-live date, met
- Nothing goes to your clients without your approval
Next step
Thirty minutes to find out whether Singular is useful for you.
A video call with Julian Saillard. We go through your recurring tasks and tell you frankly what can be taken over, and what can't.