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Good Excel Course for Investor Reporting

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    Good Excel Course for Investor Reporting

    Hi all, I found some awesome info here when I was at my old job and am hoping to get pointed in the right direction (or right sub-forum LOL).

    I am looking for a course to take that would help me with some best practices when setting up reporting to investors. I will be setting up the investor distribution in Excel for a real estate fund that makes commercial real estate construction loans. I will be calculating return on investment for a number of investors across a number of investments with differing returns.. hope that is enough information for a good recommendation for an online course or a class in Los Angeles.

    Open to ideas! Thanks all!

    -Tharros

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    Forum Guru MarvinP's Avatar
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    Re: Good Excel Course for Investor Reporting

    Hi Tharros,

    I've been thinking about taking a class or two to improve my skills. I was thinking that https://support.powerbi.com/ would be the one I'd take. You might look into Power BI to do your work as it is certainly the newest and latest reporting platform.
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

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    Re: Good Excel Course for Investor Reporting

    Thanks for the reply MarvinP, but I really prefer to stick with Excel and Power BI doesn't look like it's Excel.

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    Re: Good Excel Course for Investor Reporting

    Does anyone else have any ideas on a credible excel course that might include best practices for reporting fund performance to investors? thanks!

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    Good Excel Course for Investor Reporting

    How would a script get you stuck on sending info?

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