Investment Portfolio for lenders?

[Brendan H.]

Does anyone have a good technique for putting together a presentation of their portfolio for lenders? I am not using any big CRM at the time. Are we talking spreadsheets turned into PDF's? Pie charts? I have multiple rental properties in multiple states with multiple lenders. I am also diversified about 1/3 stock market IRA's, etc. and 2/3 real estate. Also have crypto assets and am currently invested in a couple startups. Would like to be able to just input my equity and cashflow, etc. into a little package on a monthly basis to update lenders as we buy more properties.

Is Excel the best option?  Any packaging techniques in particular that lenders like to see?  Does it vary between credit unions and/or private lenders?  

Thanks for any info!