We help investors understand their numbers without the usual headache. Based in Phuket, we've spent years turning complex financial data into reports that people actually want to read. No jargon overload. Just clear information that helps you make better decisions.
Explore Our Approach
Our team has worked with investors across Southeast Asia since 2019. We learned what works by doing it ourselves first, then refining our methods based on actual feedback from clients who needed clearer financial insights.
Started analyzing investment portfolios in Stockholm before moving to Thailand in 2018. Specializes in turning messy financial data into digestible quarterly reports. Coffee enthusiast who believes good reporting shouldn't require a finance degree to understand.
Built his first financial dashboard in Belgrade back in 2016. Now focuses on creating reporting systems that adapt to different investor needs. Believes the best reports are the ones you can share with your business partner over lunch without needing to explain every chart.
Our process evolved from years of trial and error. Here's what typically happens when you start working with us.
We look at your current reporting setup and figure out what's working and what's causing confusion. Usually takes about a week to map everything out properly. We ask a lot of questions because every investor tracks things differently.
Based on what we learned, we build a reporting structure tailored to your investment style. Some clients want daily updates. Others prefer monthly deep-dives. We adjust to match how you actually make decisions, not how textbooks say you should.
After the first few reports, we check in to see what's helpful and what's just noise. Markets change. Your strategy evolves. We make sure the reporting keeps up with reality instead of staying stuck in the original plan.