Investor reporting

One set of numbers, every audience

A Hong Kong company with outside investors is usually reporting to people in more than one time zone and, often, more than one currency. An investor update that quietly uses different figures from what the auditor later signs off creates exactly the kind of question a board meeting should never have to answer. Investor reporting here starts from the same closed ledger, in Xero, QuickBooks Online or Zoho Books, that feeds the annual statutory audit every active Hong Kong company must complete.

What goes into each update

A monthly or quarterly update is built to a consistent template covering revenue, gross margin, burn rate, runway and growth, pulled directly from your books each period rather than reconstructed. Where the company holds a related Mainland, Singapore or overseas entity, consolidated figures are shown alongside entity-level detail so investors can see both the group picture and where it comes from. Cap table figures used in the update are reconciled against your legal cap table records, and a board deck is built whenever a board meeting requires one.

Currency and territorial tax, shown plainly

Revenue and cost in USD, RMB or other currencies are converted to Hong Kong dollars on a consistent basis, with currency effects called out separately from underlying performance. Where the update touches on tax provisions, it reflects Hong Kong's territorial basis and, once profitable, the two-tier rate structure, so investors are not surprised by a tax line that looks larger or smaller than the headline profit would suggest.

A shared reference between updates

The file is a shared reference investors can return to between formal updates, not a one-off deck, and it stays consistent with whatever the statutory audit later confirms.