Investor Reporting Services

Packages

  • Price Range: $1,000 - $2,500+ per month

    What We Provide:

    • Monthly reporting package

    • Financial statements

    • Basic summaries

  • Price Range: $2,500 – $5,000+ per month

    What We Provide:

    • Reporting + KPI tracking

    • Financial insights

    • Investor communication support

    • Forecasting

  • Price Range: $5,000 – $10,000+ per month

    What We Provide:

    • All reporting

    • Strategic insights

    • Forecasting & scenario modeling

  • Price Range: $750+ per month

    Description: A consistent, professional reporting package designed to keep investors informed, confident, and aligned with your business performance.

    What We Provide:

    • Investor-ready reporting format (clean, presentation-quality)

    • Monthly performance summary (plain English insights)

    • Key highlights and business updates

    • Variance explanations (vs. prior periods or budget)

    • Management commentary on financial performance

    • Investor distribution of financial reports

  • Price Range:

    • Set-up: $750+

    • Ongoing Support: $300+

    Description: Investor dashboards provide visual insights into key financial and operational metrics, helping stakeholders quickly evaluate company performance.

    What We Provide:

    • Investor KPI dashboard design

    • Financial performance metrics tracking

    • Revenue and profitability dashboards

    • Automated reporting integration

    • Dashboard software implementation

    • Dashboard design and setup

    • KPI selection based on your business model

    • Performance measurement frameworks

    • Operational metrics analysis

    • Visual reporting (charts, trends, summaries)

  • Price Range: $2,000+ per quarter

    Description: A more comprehensive reporting package prepared for quarterly investor updates or board meetings.

    What We Provide:

    • Quarterly performance summary

    • Board reporting packages

    • Strategic commentary and key insights

    • Budget vs actual reporting

    • KPI Dashboards

    • Board-ready presentation materials (PDF or slide format)

  • Price Range: $4,000+

    Description: Financial modeling helps investors understand a company's future growth potential and financial performance.

    What We Provide:

    • Multi-year financial forecasting

    • Scenario modeling

    • Revenue growth projections

    • Valuation support models

    • Capital allocation analysis

  • Price Range:

    • Set-up: $1,000+

    • Ongoing support: $500+ per month

    Description: Companies with multiple investors must track ownership, equity distributions, and capital contributions accurately.

    What We Provide:

    • Equity ownership tracking

    • Cap table management support

    • Investor distribution reporting

    • Capital contribution tracking

    • Ownership structure reporting

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Individual Services