Investor Reporting

Produce investor updates and reports that communicate performance, KPIs, risks, and asks with transparency and consistency. Use when writing monthly/quarterly investor updates or LP/board observer reports.

itsual Updated

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Investor Reporting

Overview

Investor reporting maintains trust between raises. Good updates are honest, comparable over time, and light on spin.

When to Use

  • Monthly or quarterly investor updates
  • Post-raise communication cadence
  • Special situation updates (misses, crises, big wins)

Core Practices

  • Report consistent KPIs every period
  • Explain variances vs plan without defensiveness
  • Include cash, burn, and runway
  • Surface risks and asks explicitly
  • Keep a stable structure so investors can scan

Principles

  • Bad news early preserves relationships
  • Metrics that change definition every quarter are red flags
  • Brevity with substance beats long vanity narratives
  • Investors are partners, not adversaries to be managed

Verification

  • KPI set is stable and defined
  • Cash/runway is unambiguous
  • Material issues are not buried

itsual/agent-skills-collection/tree/main/skills/finance/investor-reporting commit d31675b22b

Frequently asked questions

npx skillmds@latest add itsual/investor-reporting