Investor-Ready Reporting Cheat Sheet

78% of you suck at investor-ready reporting.

Because you don’t know WHAT investors really want to see.

That's why you should read this high-res PDF.

Luckily I've made this resource for you.

It breaks down the investor-ready reporting by:

→ Analytics

↳ Investor-Focused Metrics

↳ Financial Performance

↳ Scenario Analysis

↳ KPIs for Investors

→ Processes

↳ Visualization & Storytelling

↳ Customization for Investors

↳ Data Collection & Accuracy

↳ Compliance & Transparency

↳ Consolidated Financial Statements

→ Tools & Technologies

↳ Budgeting/Forecasting

↳ Document Creation

↳ BI/Analytics

↳ Accounting

→ Responsibilities

↳ CFO

↳ CEO

↳ Analyst

↳ Controller

↳ Legal Advisor

↳ Project Manager

↳ Finance Manager

↳ Investor Relations Manager