Investor Reporting Automation
You shouldn't be stitching the investor pack at 11pm on Thursday.
Agents pull the numbers, update your slides, and draft the narrative before Monday morning. You edit the story — the assembly is already done.
~8 hrs/cycle back to you · pack on your desk Monday morning, not Thursday night
HOW IT WORKS
Three steps per board pack.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents pull the numbers, the KPIs, and last quarter's narrative.
Actuals from your ERP, KPIs from your dashboards, cap table from Carta or Pulley, previous investor commentary — assembled into one board pack draft overnight.
Step 2
Agents update the slides. Agents draft the narrative.
Charts rebuild against this period’s numbers. The commentary is drafted against what happened — growth, churn, burn, runway — with the tone we studied from your last three packs.
Step 3
Your finance lead edits the story. The assembly is done.
The pack sits in your drive Monday. You rewrite the narrative where it needs your voice. No hunting down numbers at 9pm Thursday.
Where the line sits.
Agents run the repetitive work your finance lead and Controller shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Publish numbers in the investor update without your finance lead's sign-off.
- Soften a narrative about a miss or a material risk without you reviewing.
- Send the pack to investors before your finance lead signs off.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
Yes. Kickoff includes studying your last three packs — format, tone, structure, recurring slides — so the draft matches what the board expects.
Every number ties back to its source cell in your ERP or model. Wrong numbers get caught in your finance lead’s review, not by the board.
Yes. Carta, Pulley, LTSE Equity, or spreadsheet — agents pull the current cap table into the pack automatically each period.
Three deployment options: our compliant environment, your cloud, or on-prem. Data stays in the perimeter you pick. Agents read inline to do the work — nothing copied, stored, or used to train models.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
