The pack starts from your ledger
Your accounting already lives in OCTIS, so the pack reads the same reconciled figures. Nothing is exported to a spreadsheet the night before.
OCTIS • Board and investors
Walk into the board meeting with the pack already done
Board and investor packs built from the same accounts you already keep, with your advisor shaping the story and rehearsing the hard questions.
- Figures reconcile to your accounts, so they hold up in the room
- Your advisor shapes the narrative and prepares you for likely questions
- Delivered on the cadence you set, monthly or quarterly
Why OCTIS
The same four things, every cycle
Financial performance, cash position and runway, progress against plan, and the story behind the numbers, laid out the same way each time.
A rhythm you set, kept without chasing
A monthly board, a quarterly investor update, or both. Whoever is owed an update gets it on schedule, not when it was convenient.
Your advisor builds the story and rehearses the questions
Your advisor explains why the numbers moved, anticipates the tough questions and rehearses your answers, so nothing catches you off guard.
Cash and runway, the number a board watches first
What is in the bank, what is committed and how long it lasts at the current burn, drawn from the same ledger.
Made for owners at every stage
A company with a board
A board does not skip a cycle because it was a busy quarter. The pack arrives on time and reconciles to the accounts.
A founder with investors already on the register
Investors who already hold a stake expect updates on a rhythm. Give them clear, consistent numbers every time.
An owner tired of patching slides at midnight
AI assembles the pack from your live data, so the evening before a meeting is not a rebuild from scratch.
Everything you receive
Quoted on your reporting cadence and how much narrative preparation you want, and agreed before the first cycle starts.
- A board reporting pack each cycle: performance, cash and progress against plan
- Investor updates with the metrics investors expect
- Figures reconciled to your accounts
- Cash position and runway
- Last cycle's commitments set against what happened
- Narrative and positioning shaped by your advisor
- Q&A preparation, with likely questions rehearsed
- Feedback captured after each meeting to sharpen the next pack
HOW IT WORKS
From your reporting dates to a pack in your hands, in four steps
01
Tell us who you report to
Board, investors or both, how often, and what they care about most. WhatsApp us and a person replies.
02
The pack is built from your ledger
AI assembles accurate packs from your live numbers, and your advisor refines the format and content.
03
Shape the story, rehearse the questions
Your advisor crafts the narrative and prepares you for the likely questions so you present with confidence.
04
Refine every cycle
After each meeting we capture the feedback and sharpen the next pack. The next cycle starts from the same ledger, not from scratch.
Not sure what your board or investors expect?
Tell us who you report to and how often. We tell you what the pack should show, and you see the quote before the first cycle starts.
More that reads from the same ledger
An advisor for the big calls, fundraising support and a scheduled growth review all start from the accounts you already keep.
GOOD TO KNOW
What this is, and what it is not
1Reporting, not investor introductions
This is reporting and narrative support for the board and investors you already have. It does not include introductions to investors or a warm network.
2Not a licensed fundraising or securities service
We help you present credible numbers and a clear plan. We do not act as a licensed fundraising, securities or investment adviser, and we make no claim about how likely you are to raise money.
3The numbers are still yours to answer for
The figures presented to a board or investor are the company's own, and the directors answer for them, whoever helped format the pack.
4Most useful once someone outside owes an update
A company with no outside shareholders and no board does not need a reporting cadence yet. Quoted on your cadence and prep, agreed before the first cycle.
FAQ
What is the difference between investor reporting and investor introductions?
Investor reporting keeps investors who already hold a stake updated on a rhythm: financial performance, cash position and progress against plan. Introductions are about finding new investors. Our board and investor readiness service is reporting and narrative support only. It does not include introductions, a warm network or any claim about how likely you are to raise money.
What determines the cost of ongoing board or investor reporting?
Your reporting cadence and how much narrative preparation you want. Monthly board reporting and quarterly investor updates are not the same amount of work. We quote to your cadence and agree it before the first cycle starts.
Can a pack be prepared if my accounting is not in OCTIS?
Yes. You supply the figures each cycle, the way any outside consultant would work, and we help structure them clearly. The advantage of pulling straight from the ledger, with nothing re-collected, applies once your accounting runs through the same account.
When does a company need to start giving formal updates to a board or investors?
Once someone outside the company, a board member or an investor who already holds a stake, is owed an update on a schedule rather than when it is convenient. A company with no outside shareholders and no board does not need a formal cadence yet.
Can my advisor join our board meetings?
Your advisor helps you prepare and rehearse and, where useful, can attend to support you. We agree the level of involvement that fits your needs at the outset.
Does this prepare me to raise funding?
It strengthens how you report and tell your story, which builds confidence with the people you already report to. We help you present credible numbers and a clear plan. We do not act as a licensed fundraising or securities adviser and cannot say how likely you are to raise money.