Service · Board and investor reporting
The monthly board and investor package — financials, KPIs, variance, and narrative — assembled from your live ledger, not hand-built from stale exports the night before.
Early access — onboarding a limited number of PE-backed companies.
Every figure pulls from your live books, so the pack reflects the close you just ran — not a weeks-old snapshot.
P&L, balance sheet, cash flow, a KPI grid, and budget-vs-actual variance, in a consistent monthly format — every KPI bound to a governed metric definition.
Material movements are surfaced with the drivers behind them, so the numbers come with a reason, not just a delta.
A reusable template means your board and investors see a consistent story month over month, with no scramble.
Describe the pack you want in plain English and the AI proposes the template — sections, KPI grids, charts, variance tables. You review, edit, and save; it renders from live data every month after.
One pack, three formats — export the same board or investor package as a PDF, a Word doc, or native PowerPoint slides. No re-keying numbers into a deck.
Board and investor data is ready the moment the books close — no separate assembly project.
Financials, KPIs, and variance render from the live ledger into your board or investor template.
Read the narrative, adjust the commentary, and deliver — the numbers are already tied to the books.
We build your board and investor templates once, then produce them from the live ledger every month.
Early access — onboarding a limited number of PE-backed companies.