Scope sheet
finbryn.com
Virtual CFO
Investor reporting
Finbryn's recurring investor reporting, built in Excel, Google Sheets or Carta, delivers a US startup's core metrics, revenue, burn, runway and growth, on the monthly or quarterly schedule you have committed to, built from your closed books each period and reconciled against your legal cap table, so investor updates are ready on time instead of assembled the week they are due.
What is included
- A monthly or quarterly investor update built to a consistent template
- Core metrics (revenue, burn, runway, growth) pulled from your closed books each period
- Business-model-specific metrics tracked where relevant (net revenue retention, GMV, repeat purchase rate)
- Cap table figures reconciled against your legal cap table records each period
- A board deck built from the same underlying numbers when a board meeting requires one
- A written definition for every reported metric, applied consistently period over period
- On-time delivery tracked against the cadence you have committed to
- A shared file investors can reference between updates
The process
- 1.
Agree the metric set
We confirm which metrics your specific investors track, beyond the core revenue, burn, runway and growth baseline, and how each one is precisely defined.
- 2.
Build the reporting template
A consistent format is built once so every future period is a refresh rather than a redesign, keeping the update predictable for investors.
- 3.
Pull closed-period actuals
Once your books close for the period, the agreed metrics are pulled directly from the accounting records rather than estimated.
- 4.
Reconcile the cap table section
Cap table figures used in the update are checked against your legal cap table records, whether on Carta or maintained by counsel.
- 5.
Build a board deck when required
When a board meeting needs a formal deck, it is built from the same underlying numbers as the written update, kept in sync rather than drifting apart.
- 6.
Deliver for your review and distribution
The update goes to you first for review; you control how and when it reaches your investors.
Software
Excel, Google Sheets, Carta, QuickBooks Online, NetSuite
Quality control
The work runs inside Excel, Google Sheets, Carta, QuickBooks Online or NetSuite, and a senior reviewer reviews the output before it reaches you each period.
Pricing
Investor reporting is typically added on top of an existing fractional CFO or FP&A engagement and priced by reporting frequency and the number of metrics and entities involved. Current starting ranges for advisory work are published at /us/pricing, and the specific fee for a standalone reporting engagement is confirmed in writing before anything begins.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026