Investor Reporting Platform

1. Engagement summary

Mendenhall & Co will build Westgate Capital’s internal investor reporting platform — a single tool replacing the current Excel + DocuSign + shared Drive workflow. Scope includes the full quarterly reporting lifecycle, AI-assisted commentary drafting against actuals, and a tenant-isolated investor portal for distribution. Fixed price: $42,000. Timeline: 6 weeks. Start date: May 19, 2026.

2. What I learned during Discovery

The current workflow

• Each quarter, your team pulls data from QuickBooks + Carta + a manual fund accountant spreadsheet
• Quantitative tables get assembled in Excel, then commentary is written in Word, then both are merged into a PDF
• Reports get distributed via individual email + DocuSign for acknowledgement, with no central record of who’s read what

The pain

• Each quarterly cycle takes ~6 person-weeks of senior staff time
• Two LP complaints last year about late or inconsistent reporting
• Manual data assembly creates errors that require post-publication corrections
• You have no visibility into which LPs have actually opened quarterly reports

The constraints I’m building around

• SOC 2 Type II audit is in progress; need audit-friendly logs
• Existing Carta API integration must stay; QuickBooks data ingestion needed
• Distribution must support DocuSign-style acknowledgement
• Branded portal must match existing Westgate visual identity

3. What I’m proposing to build

Core experience.Your team logs in to an internal admin app, pulls a fresh quarter’s data with one click, reviews AI-drafted commentary against the numbers, edits where needed, and publishes. LPs receive an email with a link to a branded investor portal where they can view the report, download a PDF, and acknowledge receipt — tracked centrally.

Key features

• Data ingestion: automated pulls from Carta and QuickBooks, with a manual override for fund-accountant adjustments
• AI-assisted commentary:Claude drafts narrative sections from the quarter’s actuals; your team reviews and edits before publishing
• Quarterly report builder: structured templates with quantitative tables, AI commentary, and free-form sections
• Investor portal: tenant-isolated access where each LP only sees their own funds; branded with Westgate visual identity
• Acknowledgement tracking: DocuSign-style read receipts with audit log
• Audit-friendly logging: every read, edit, and publication is logged for SOC 2 compliance

Out of scope (v1)

• Mobile native app (responsive web only)
• Real-time data streaming (quarterly batch model only)
• K-1 generation or tax document distribution
• White-labeling for external advisors
• Direct LP portfolio modification (read-only on the portal side)

Note on the scope-out list: if any of these become priorities later, they can be added as scoped follow-on engagements after v1 ships.

4. Timeline

Demos: every Friday at 10am PT, 30 minutes, on Zoom. Recording sent afterward.
Start date: May 19, 2026. Estimated launch: June 30, 2026.

5. Pricing

Total fixed price: $42,000

Payment schedule

Three milestones tied to demos, not calendar dates:

1. 40% on contract signing($16,800) — kick-off and first sprint
2. 30% at week 3 demo($12,600) — Carta ingestion + AI drafting working end-to-end
3. 30% at production launch($12,600) — credentials transferred, repo handed over

Invoices via Stripe. Net 7 payment terms. Work pauses if any invoice is unpaid 14+ days past due.

6. Technical approach

Stack

• Frontend: Next.js 16 (App Router), React 19, TypeScript strict, Tailwind v4, shadcn/ui
• Backend: Node.js with Next.js server actions
• Database: Postgres (Neon for production, Docker locally) with Drizzle ORM
• Auth: NextAuth 5 with TOTP MFA on admin accounts
• Hosting: Vercel + Cloudflare R2 for PDF storage
• AI: Claude Sonnet 4.6 via the Anthropic SDK
• Email: Resend for transactional notifications

Security baseline

• Per-request CSP nonce + HSTS + strict Permissions-Policy
• Parameterized DB queries (no SQL injection surface)
• Rate-limiting on auth + form endpoints
• Soft-delete + append-only audit log on every mutation
• TOTP MFA on admin accounts
• Tenant isolation enforced at the query layer (LPs can only ever read their own data)
• SOC 2-friendly logging from day one

7. What you get at the end

• Source code on Westgate Capital’s GitHub organization
• Production deployment on your Vercel and your Neon database
• Admin credentials for every account I created on your behalf
• README.md with run / deploy / restore instructions
• Loom walkthrough of the codebase (~20 min) for any future developer
• 30 days of post-launch support — bug fixes, dependency updates, small tweaks at no charge

You own everything. If we part ways, the app keeps running and any developer can pick it up.

8. What I need from you

• 30 minutes per week for the Friday demo
• Async questions answered within 2 business days
• Carta API key + QuickBooks read-only credentials by May 22
• Sample anonymized quarterly report from Q4 2025 by May 19
• Brand assets (logo, fonts, colors) by May 26
• Signed proposal returned within 14 days to lock in the start date

9. Why me

I’ve designed and built two production-grade B2B apps in this exact shape as concept work — TenantLens (a CRE platform with tenant-isolated investor reporting), and a prospecting copilot for B2B insurance brokerages. Both are live, clickable, and on my portfolio for review. I’m a solo practice, which means you’ll work directly with the person writing the code — no agency handoffs, no junior-dev surprise. Real demos every week, fixed price, you own the IP.

10. How to accept

To accept this proposal, reply to my email with “Approved”and the preferred kick-off date. I’ll send the Stripe invoice for the 40% deposit and a signed copy of this document for your records. Work begins the day the deposit clears.

If there are changes you’d like before signing, reply with notes — one revision is included in this proposal.