Replaced quarterly Excel reporting with a platform
Bin Mahir Private Capital. A custom build that turned a week of quarterly work into real-time reporting for 70+ institutional clients.
A week of work, every quarter
Bin Mahir Private Capital managed reporting for 70+ institutional clients through a process familiar to anyone in private capital: Excel spreadsheets, refined manually each quarter, sent to clients as static reports.
It worked, but barely. Each quarterly cycle consumed over a week of the founder and operations team's time. The work was tedious, error prone, and impossible to scale without adding headcount.
Clients felt the strain too. Reports arrived late. Excel sheets were hard to read on different devices and impossible to interact with. Institutional clients used to modern tools were getting reporting that had not evolved in years.
The founder knew the problem could not be solved by working harder on Excel. The reporting infrastructure itself needed to be replaced.
Two surfaces, one platform
Admin web portal
The fund team's operational hub. Manage client data, update global fund metrics, publish individual client reports, handle document delivery. What used to take manual Excel work across files now happens in one system.
Client iOS app
A native experience for institutional clients to see their positions live. Performance, documents, activity, and direct communication with the fund team. The static Excel attachment became a real time view they pull up whenever they need.
Live reporting infrastructure
The platform connects admin updates to client visibility in real time. Update a metric or publish an update and it reflects in the client app immediately. Cycles are no longer constrained by manual generation time.
Document delivery and communications
Beyond reporting, the platform handles document delivery and communication channels between the fund and its investors. The relationship with each client lives in one system.
Tech stack
Built on Flutter for the iOS client, Next.js for the admin portal, and JavaScript across the stack. The architecture supports the fund's current scale and is designed to grow with them.
Quarterly to
Of quarterly work replaced with real-time reporting infrastructure.
Institutional clients with live access to positions, performance, and documents.
Reporting is continuous now, not a quarterly fire drill.
Custom is in reach
Private capital operations have lived in Excel for decades. The work was good enough because the alternative meant expensive enterprise software built for much larger firms, or custom infrastructure that was out of reach for mid-size funds.
That equation has changed. Custom platforms are buildable in months, not years. Funds that could not justify the engineering investment can now have client-facing infrastructure that competes with much larger institutions.
The shift from quarterly cycles to real-time capability matters more than it seems. When reporting takes a week, you do it quarterly. When it is real time, you engage clients continuously with current data.
The two-surface architecture, admin portal plus client app, is the right pattern at this scale. The team gets operational control. Clients get a polished experience. Neither side compromises for the other.