Investor Reporting.
Investor reporting keeps your shareholders informed on a regular, predictable basis: quarterly updates covering results against plan, KPIs, cash runway, key developments and asks. We also prepare the information-rights reports your shareholders' agreement requires, so you meet those obligations on time and in a consistent format.
Typically 5–7 working days after the quarter's books are closed. The deadlines themselves come from your shareholders' agreement, and we build them into the reporting calendar.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Startups with angel, venture capital or private equity investors
- Companies whose shareholders' agreement sets monthly, quarterly or annual information rights
- Indian subsidiaries reporting to overseas parent companies or investors
What you receive at the end.
- 01Calendar of investor reporting obligations
- 02Quarterly investor update with narrative, financial tables and KPIs
- 03Information-rights reports in the formats your investors require
- 04Cash burn and runway analysis
- 05Log of investor queries and responses
Investor Reporting, step by step.
Typically 5–7 working days after the quarter's books are closed. The deadlines themselves come from your shareholders' agreement, and we build them into the reporting calendar.
- 1
Map obligations
We read your shareholders' and subscription agreements and list every reporting obligation, its content and its deadline.
- 2
Design the format
We agree a standard quarterly update: highlights, financials against plan, KPIs, cash and runway, hiring, risks and asks.
- 3
Prepare each update
After the quarter closes, we prepare the financials and KPIs and draft the narrative with the founders.
- 4
Review and issue
Founders review the draft; we finalise it and help answer investors' follow-up questions.
- 5
Annual items
We coordinate annual deliverables such as audited financials, the next year's budget and any compliance confirmations investors require.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Shareholders' agreement and share subscription agreement
- Quarterly management accounts and MIS
- Approved budget or business plan
- Cap table and any changes during the quarter
- Commercial, hiring and product updates from the founders
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Investor Reporting.
Ready to discuss Investor Reporting?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.