Investor reporting

A predictable update, every period

Once a company raises outside money, a recurring update becomes a standing obligation, monthly for an early stage board or quarterly once governance is more formal. We build to a consistent template each period so investors know where to find a number and the report does not become a scramble.

Core metrics, from your books

Revenue, gross margin, burn rate, runway and growth are the common baseline, though the exact set depends on stage and what specific investors track. Every metric is pulled from your closed accounting records for that period.

Cap table and board materials

We reconcile cap table figures used in reporting against your legal cap table records, so ownership percentages stay consistent across communications. When a board meeting needs a deck, we build it from the same underlying numbers.

Fits an existing relationship

This does not require us to have built your original fundraising model, though it pairs with fundraising financial models for a future raise, and with KPI design, since investor metrics and internal KPIs usually overlap.

Delivered under review

The update itself is prepared by our team, and every figure goes through senior review before it reaches you or your investors. Where a metric ties back to GST turnover, superannuation timing or the company tax position, we use the same numbers already reconciled through your Xero, MYOB or QuickBooks Online file, so the investor update and your own internal reporting never quietly drift apart.