Reporting that investors actually read.
From seed to Series B and acquisition, we produce the financial story that gets you funded — and keeps current investors informed without founders spending a week per month on it. Pairs with our Fundraising service and Management Reporting engagement.
30 min · No pitch · A real CFO, not a chatbot
Who it's for
- Brands raising capital, seed through Series B.
- Funded brands that need monthly board reporting they don't have to build themselves.
- M&A candidates building a full data room for sale or acquisition.
Symptoms you need this
If more than two of these sound familiar, this is the service to start with.
What you get
P&L vs budget vs prior year, balance sheet, cash forecast, KPIs and a written narrative.
Template + write-up your team can adapt each quarter.
DTC + marketplace metrics: MER, CAC, LTV, payback, contribution, inventory turn.
LTV / repeat curves by acquisition cohort — the charts investors want.
Standard folders (financials, contracts, IP, HR, tax) maintained in real time.
We answer buyer/investor questions on your behalf during a live process.
- Board pack template + monthly ship in 10 business days
- Quarterly investor update template
- KPI dashboard live-refreshed
- Data room build and ongoing maintenance
- One diligence-support engagement (up to 60 days)
- Live participation in board meetings on request
- Legal / tax opinions
- Investor introductions or capital-raising process management (see Fundraising)
- External audit
- Cap-table software subscriptions
How it runs
Define the metrics narrative for current investors and prospects.
Build the board pack template that fits your company stage.
Tight close, then board pack out within 10 business days of month-end.
Maintain a permanent data room so any process can start in 48 hours.
Artifacts we deliver
12–18 slides + a linked financial workbook, refreshed monthly.
Weekly MER, monthly LTV/CAC, cash runway and inventory turn.
Notion or Google Drive structure, permissions and version control.
Live list of buyer/investor questions with owner and status.
For active fundraising process management, see our Fundraising service. For monthly close and P&L, see Management Reporting.
Stop guessing. Start deciding on facts.
A free 30-minute call with a senior CFO. No sales pitch – just a clear read on where your money is and what to do next.
30 min · No pitch · A real CFO, not a chatbot