Investor and Board Reporting - Automate & Simplify

Board-Ready Reports, Delivered by Experts.

Investor and board reporting shouldn't drain your time or create last-minute stress. Scaleup Finance delivers professional, presentation-ready reports every month—complete with the insights and data validation your stakeholders expect.

Dashboard overview with revenue, MRR split, and gross profit charts.
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Reports that your investors and board will love.

Clear financials, relevant KPIs, and strategic insights—all presented in a format that demonstrates your company's performance and trajectory. Our team creates professional investor and board reports tailored to your stakeholders' expectations.

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Financial dashboard showing MRR growth above targets
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From Raw Data to Investor-Ready Presentations.

Great investor and board reports do more than present numbers—they tell your growth story. Our team designs compelling presentations with intuitive charts, clear metrics, and narrative flow that keeps stakeholders engaged and confident in your trajectory.

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Chart of monthly recurring revenue split with steady growth.Cash summary showing strong positive variance from forecast
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Delivered On Time, Every Time.

Never miss a board meeting or investor deadline again. Our team delivers your reports on schedule every month—insightful, accurate, and ready to present.

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Why You'll Love Scaleup Finance for Investor and Board Reporting

Ever feel like you're spending all your time wrestling with reports instead of steering the ship? We get it. That's why we started Scaleup Finance - to take the heavy lifting out of investor and board reporting.

Fast, Board-Ready Reports

Our service delivers professional, presentation-ready reports every month—on schedule and tailored to your stakeholders. No last-minute stress, no formatting headaches, just insightful reports when you need them.

Strategic Insights on Tap

Whether you're figuring out your next strategic move or needing to reassure your investors with clear and timely reporting, our team of finance experts has all the right insights to back you up. 

Goodbye, Spreadsheet Errors

Ever felt your stomach drop when an investor or board member questioned your reports? We validate every data point before it reaches your reports, so you can reply with 100% confidence.

Real-Time, All the Time

Presenting reports with data that’s playing catch-up? Not cool. We know how frustrating it is to have a cut-off point for your reports. Scaleup reports deliver the data you need, on time. 

"As a founder, you have limited time and knowledge to manage your strategic finance tasks. Scaleup Finance has truly solved this. Automated monthly reporting and a proactive CFO Partner who advises on measurable action in line with Perci's actuals, and growth forecasts has saved me a lot of time and worry."
Kelly Mccabe
Kelly McCabe,
CEO & Co-founder | Perci Health

Investor & Board Reporting That’s Finally, Simple

Our Investor and Board Reporting service is designed to foster transparency and meet the expectations of your board & investors.

Christian Velitchkov

For Founders & CEOs

For the Founders and CEOs with limited time, our service streamlines the process of reporting to boards and investors, allowing you to focus on scaling your business. 

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Finance professional managing reports and business strategy

For CFOs & Finance Teams

We help finance teams make smarter decisions. Our board reporting service offers customisable reporting and insights, streamlining your internal processes and cutting down on spreadsheet hassle.

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Feed us the data. 
Watch us crunch 
the numbers.

Ready to save time, wow your board and investors, and have a crystal clear picture of your financials?

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FAQs

All the answers you need for all the questions you’ve got.

(But also TL;DR)

Why does every founder need professional investor reporting?

Clear, consistent investor reporting builds trust and credibility. It ensures that every financial update shared with stakeholders is accurate, timely, and easy to understand. Scaleup Finance’s investor reporting services for startups manage your investor reporting end to end - using best-in-class tools and CFO oversight to turn financial data into clear, actionable insights for investors and boards.

How does investor reporting strengthen fundraising confidence?

Investors want clarity, not complexity. Scaleup Finance provides structured, investor-ready reporting that makes your financial story transparent and compelling. Your dedicated part-time CFO curates key performance insights, interprets the numbers, and helps communicate growth potential - giving both existing and potential investors confidence in your company’s trajectory.

What is board reporting - and how does it simplify decision-making?

Board reporting brings together financial and operational information in one coherent overview, so directors can make informed, timely decisions. Scaleup Finance’s board reporting service turns complex data into clear, concise summaries. Our team prepares concise, strategic reports that translate complex data into meaningful summaries - ensuring every board meeting is focused on insight, not interpretation.

Why move beyond traditional board and investor reporting methods?

Manual spreadsheets and fragmented files slow things down and invite inconsistencies. Scaleup Finance streamlines your reporting process by consolidating data from your existing financial tools and applying expert review. The result: professional, reliable, and insight-driven reports that support alignment across founders, boards, and investors.

Can structured investor reporting improve transparency with stakeholders?

Absolutely. Consistent, well-prepared reporting helps investors and board members stay informed and confident. Scaleup Finance ensures every report highlights key metrics, milestones, and forecasts that matter most - fostering transparency and strengthening relationships through clarity and consistency.

How does Scaleup Finance connect investor reporting with strategy?

We go beyond compiling data. Scaleup Finance combines efficient reporting processes with strategic CFO guidance. Your fractional CFO helps interpret trends, identify risks and opportunities, and shape the financial narratives that drive investor confidence and board alignment.

Who benefits most from professional investor and board reporting?

Startups, growing scaleups, and founder-led companies preparing for funding rounds or expansion. Founders gain control over financial communication, boards get timely and relevant insights, and investors receive clear, consistent updates. Scaleup Finance tailors its reporting approach to your company’s stage, structure, and goals.

Can Scaleup Finance’s reporting adapt as my company grows?

Yes. As your operations expand, your reporting needs become more complex. Scaleup Finance scales with you - adapting reporting formats, metrics, and insights to match your growth stage and investor expectations. With ongoing CFO oversight, your reporting always stays organised, accurate, and forward-looking.

How does Scaleup Finance make investor and board reporting simple and actionable?

By combining automation with human expertise. We use trusted reporting tools to streamline data, but your CFO team ensures every report tells a meaningful story. Founders gain visibility, boards gain confidence, and investors gain trust - all through expert-led reporting that’s clear, reliable, and ready to present.

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Still have questions?

Can’t find the answer you’re looking for? Have a chat with our team.

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