Virtual CFO
Investor reporting
A recurring investor update for a Saudi Arabia company pulls revenue, margin, burn and runway from your actual books each period, reconciles the cap table against your legal records, and puts the Zakat and corporate income tax split for a mixed-ownership structure in a format investors can follow.
13-week cash forecast
Illustrative client · August 2026
SAR
- Cash today
- SAR 244,220
- Lowest week ahead
- 239,800
- Largest outflow
- Payroll, 46,300
Illustrative. An example of the document, not a client's figures.
A consistent update, not a scramble each quarter
A monthly or quarterly investor update is built to a template that stays the same period over period: core metrics pulled from QuickBooks Online, Xero or Zoho Books, a short narrative on what changed, and a cap table summary reconciled against your legal cap table records rather than a separate tracking sheet that has drifted out of date.
Metrics that fit a Saudi Arabia stage and structure
Revenue, gross margin, burn and runway are the common core, tailored to the stage and the specific metrics your investors actually track. For a company with mixed Saudi and foreign ownership, the update also shows the Zakat base on the Saudi and GCC share and the corporate income tax exposure on the non-Saudi share as two clearly separated lines, so an investor reading the update understands the full tax position rather than a single simplified number.
Board decks when a board meeting requires one
Where a formal board is in place, the same underlying figures build the board deck, so the numbers an investor sees between meetings match what the board sees in the room. Monthly updates are more common at early stage; quarterly becomes typical once a board is formally seated and a fuller cadence is agreed.
What stays outside this service
We reconcile cap table figures used in reporting against your legal cap table records. Cap table administration itself, and the underlying legal documentation, sits with your legal counsel or a platform such as Carta. Every deliverable under investor reporting goes through senior review before it reaches you, and you keep access to the underlying file at every stage.
Questions
Frequently asked questions: Investor reporting
What metrics do investors in a Saudi Arabia company usually expect?
Revenue, gross margin, burn rate, runway and growth are the common core; we tailor the exact set to your stage and what your specific investors track.
How is the Zakat and corporate income tax split shown to investors?
As two separate figures: Zakat at 2.5% of the Zakat base on the Saudi and GCC ownership share, and corporate income tax at 20% on any non-Saudi share, rather than one blended tax line.
Can you also manage our cap table?
We reconcile cap table figures used in reporting against your legal cap table records. Cap table administration itself sits with your legal counsel or a platform like Carta.
How often should investor updates go out for a Saudi Arabia startup?
Monthly is common at early stage; quarterly becomes more typical once a board is formally seated. We build to whichever cadence you have committed to.
What metrics do investors usually expect?
Revenue, gross margin, burn rate, runway and growth are the common core; we tailor the set to your stage and what your specific investors track.
Can you also manage the cap table?
We reconcile cap table figures used in reporting against your legal cap table records. Cap table administration itself sits with your legal counsel or a platform like Carta.
How often should investor updates go out?
Monthly is common for early-stage companies; quarterly is more typical once a board is formally in place. We build to whichever cadence you have committed to.
Who reviews the work before it reaches us?
Every deliverable under investor reporting is reviewed by a senior reviewer before it reaches you. You keep access to the underlying file at every stage, so nothing about the work happens somewhere you cannot see it.
Related services
- Virtual CFOFundraising financial modelsA financial model built for a raise: historical actuals, a growth-driven forecast, and the assumptions an investor will want to pressure-test.
- Virtual CFOKPI designA short list of the numbers that actually run your business, defined once and tracked consistently, instead of a dashboard nobody opens.
- Virtual CFOFractional CFOA senior finance lead who works your numbers on a part-time basis: monthly reviews, board and investor prep, and a second opinion before a big decision.
Industries
- Startups and VC-backed companiesBookkeeping and reporting for early-stage, venture-backed companies watching burn, runway and investor reporting closely.
- Real estate and property managementBookkeeping for property owners and managers tracking income, expenses and reserves at the level of each individual property.
- Professional servicesBookkeeping for professional service firms such as engineering, architecture and IT consulting billing clients by project or retainer.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.