Summary financials
P&L, balance sheet and cash flow.
All management reporting & budgeting services
Management Reporting & Budgeting
Board and Investor Packs
FinAura assembles the board or investor pack from your closed books: summary financials, results against budget, cash and runway, KPIs and a plain-language commentary, in a format agreed once and kept consistent. The finance section of the board meeting is ready before the agenda is sent.
- Chartered Accountant-led
- Bangalore and across India
- Reply within one business day
What is covered
What Board and Investor Packs Covers
The finance section of every board meeting.
Against budget
With the main variances explained.
Cash and runway
Now and forecast.
KPIs
Consistent across packs.
Compliance status
Filings and taxes up to date.
Commentary
Plain language for directors.
How the month runs
How It Works
Close, assemble, review, send.
Step 1
Close
- Period closed
- Reconciled
- Reviewed
Step 2
Assemble
- Financials
- KPIs
- Compliance status
Step 3
Review
- Founder review
- Commentary
- Final checks
Step 4
Send
- Pack circulated
- Questions answered
- Minutes support
Your part
What We Need From You
- 01Access to the books
- 02Board calendar
- 03KPIs and operating data
- 04Founder input on the narrative
Our part
What You Get
- A consistent pack each period
- Numbers that tie out
- Compliance status for directors
- Less time spent preparing
A common question
What should the finance section of a board pack contain?
Summary financials against budget and last period, cash and runway, the agreed KPIs, the status of tax and statutory filings, and a short commentary on what changed and what the board should discuss.
Consistency matters: the same format every time lets directors spot changes rather than relearn the layout.
See investor and board reportingBoardReady before the agenda
PackAgreed format
BooksClosed and reconciled
Who it is for
Who It Is For
Companies with independent directors
Formal quarterly packs.
Venture-backed startups
Investor-nominated directors.
Subsidiaries
Group reporting packs.
Family businesses
Bringing structure to meetings.
The rules, in plain English
What the Law Says
Companies Act, 2013
Section 173
Companies hold board meetings through the year within the gaps the Act allows, with notice and papers sent to every director.
Official source: mca.gov.inCompanies Act, 2013
Section 118
Minutes of every board meeting are prepared, signed and kept, recording the decisions taken.
Official source: mca.gov.inThis is general information, not advice for your situation; we confirm what applies to you before any work starts.
Questions we get asked
Board and Investor Packs: Questions, Answered
What is a board pack?
The set of papers sent to directors before a board meeting, including financial results, reports and the matters for decision.
How often are board meetings held?
The Companies Act requires board meetings through the year within set gaps; many companies meet quarterly.
Do you prepare minutes and resolutions?
Yes, through our ROC compliance team, alongside the finance pack.
Can the pack follow our investor's template?
Yes. We map your numbers to the template your investors use.
Often Taken Together
All 9 Management Reporting & Budgeting services01Management Reporting & BudgetingMonthly MIS ReportingA management information report you can read in ten minutes: P&L, cash, receivables, payables and the KPIs that matter in your business, with commentary.02Management Reporting & BudgetingKPI TrackingThe handful of numbers that drive your business, defined properly and tracked month on month.03Accounting & FinanceVirtual CFOA Chartered Accountant reading your numbers, planning cash and guiding decisions.04Tax & ComplianceROC & Corporate ComplianceAnnual ROC filings, director KYC, event-based filings and LLP to company conversion.