All virtual cfo services

Virtual CFO

Investor and Board Reporting

FinAura prepares the pack your investors and board expect: results against budget, cash and runway, the KPIs that matter in your business, and a short written commentary on what changed and why. It is built from the same reconciled books we keep, so the numbers tie out every time.

  • Chartered Accountant-led
  • Bangalore and across India
  • Reply within one business day

What is covered

What Investor and Board Reporting Covers

The pack, the commentary and the meeting prep.

Financials

P&L, balance sheet and cash flow, summarised.

Against budget

Variances with reasons.

Cash and runway

Current and forecast.

KPIs

The handful investors track.

Commentary

What changed, why, what next.

Board meeting

Agenda, papers and minutes support.

How the month runs

How It Works

Close, build, explain, present.

  1. Step 1

    Close

    • Month closed
    • Reconciled
    • Reviewed
  2. Step 2

    Build

    • Financials
    • KPIs
    • Cash
  3. Step 3

    Explain

    • Variances
    • Commentary
    • Founder review
  4. Step 4

    Present

    • Pack sent
    • Questions answered
    • Actions logged

Your part

What We Need From You

  1. 01Access to the books
  2. 02Operating data for KPIs
  3. 03Your investors' reporting requests
  4. 04Founder input on the narrative

Our part

What You Get

  • A consistent pack every period
  • Numbers that tie to the books
  • Commentary in plain language
  • Fewer follow-up questions

A common question

What makes a good investor update?

Consistency and candour: the same metrics every time, compared with plan and last period, with the bad news explained as clearly as the good.

Investors read many packs. A short, consistent one, delivered on a predictable date, builds trust between rounds.

See board and investor packs
StoryCommentary and actions
PackFinancials and KPIs
BooksClosed and reconciled

Who it is for

Who It Is For

01

Venture-funded startups

Monthly or quarterly updates.

02

Companies with a board

Quarterly meetings.

03

Subsidiaries

Reporting to a parent abroad.

04

Businesses with lenders

Covenant reporting.

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, and keep minutes of each.

Official source: mca.gov.in

Companies Act, 2013

Section 134

The board approves the financial statements and its report, which accompany the annual accounts sent to shareholders.

Official source: mca.gov.in

This is general information, not advice for your situation; we confirm what applies to you before any work starts.

Questions we get asked

Investor and Board Reporting: Questions, Answered

How often should we report to investors?

Monthly for early-stage startups is common; quarterly packs with board meetings for later stages. Your shareholders' agreement may set it.

Which KPIs should be in the pack?

The few that drive your business, defined once and kept consistent: for example revenue growth, gross margin, burn, runway and customer metrics.

Do you attend board meetings?

Yes, when useful, to present the numbers and answer finance questions.

Can you report in the parent company's format?

Yes. We map your books to the group's reporting format and timetable.

Talk to Us About Investor and Board Reporting

Tell us who you report to and how often. We reply within one business day with a sample format and a fixed fee.