Engagement
Board pack & reporting
A monthly board pack your board actually reads, built in one day each month instead of five.
From $1,100/day
I design a board or owner pack around the six to eight numbers that matter in your business, then build it every month from your close. Same format, same definitions, sent on the same working day.
Set-up takes about four days over four weeks. After that it’s one or two days a month: $1,100 to $2,200, before any term discount. Lenders and investors get a version cut for them.
What’s included
Pack design: KPIs, layout, definitions
Monthly build from your close
Commentary in plain English
Lender and investor reporting
Board meeting prep with the CEO
Deliverables
A board pack template, as slides or a document
One page of KPI definitions
The monthly pack by working day 6
A quarterly investor update
A covenant certificate, if you have a lender
Typical timeline
4 weeks to set up (about 4 days), then 1–2 days a month.
Ideal for
Companies that report to a board, investors or a lender, from Seed to family-owned.
Next step
Request this engagement.
Send a request and I’ll reply within one working day with two times for a call.