EveryBooks / Industries / Private equity & multi-entity / Board and investor reporting
Private equity & multi-entity
Board and investor reporting
The pack is built on the ledger, refreshed on a schedule and reviewed by a named person before it goes out. It stops depending on whoever knows where the numbers come from.
Who this is for. CFO preparing monthly board and lender packs, and the finance lead who currently rebuilds them.
The problem today
The board pack is rebuilt every month from the same sources in roughly the same way, and the knowledge of how to do it sits with one or two people. When one of them is away, the pack is late or wrong.
The deeper problem is that the pack and the ledger disagree. A KPI was defined in a spreadsheet two years ago, the definition drifted, and now nobody is quite sure whether the number in the pack ties to the accounts. Questions in the meeting take a week to answer.
What we deliver
A pack built on the ledger
Every figure traces to a posting, so a question in the meeting has an answer in the meeting. The pack becomes a view of the record rather than a parallel set of numbers.
KPI definitions agreed once and written down
What counts as recurring revenue, which costs sit in gross margin, how headcount is measured. Agreed with you, documented, and then applied the same way every month.
Consolidated cash visibility
Cash across entities and accounts in one place, with the movements explained rather than just totalled.
Lender and covenant schedules
If you report to a lender, the covenant calculations run on the same record as the board pack, so the two never disagree.
A scheduled refresh with a review step
The pack rebuilds itself on a date you set. It does not go out until a named person has looked at it and signed it.
Your format, kept
If the board is used to a pack, we rebuild that pack rather than asking the board to learn a new one.
What agents do, and what your team approves
What the agents do
Agents refresh every schedule, rebuild the commentary inputs, flag movements outside the range you set, and assemble the pack in your format.
What they never do
The pack is released by a person, never by a schedule alone. Agents prepare and flag, your CFO reviews and sends.
Systems we work with
- NetSuite
- Excel
- Power BI
- QuickBooks
From past work
What we have built
We run a monthly board reporting pack and KPI tracker as an operated service for a multi-entity group, including the revenue and retention schedules the fund asks for.
Questions we get
Can you match our current pack format?
Yes, and we usually start there. Changing what the board reads and how it is produced in the same month is how you lose the board's trust in both. We rebuild your format first, then propose improvements once the numbers are trusted.
Who reviews before it goes out?
Someone you name, every month. The pack is prepared automatically and released manually. Nothing reaches the board without a person signing it.
Can it include lender covenants?
Yes. Covenant schedules run off the same record as the pack, which is the point. Covenant calculations that live in a separate workbook are how covenant breaches get discovered late.
How fast can the board get answers between meetings?
Once the pack sits on the record, questions can be answered against the record. Many of our clients pair this with an analyst agent that answers questions from the same numbers, which is covered on the revenue analytics page.
Related
- Revenue analyticsOne trusted view of revenue, growth and retention.
- Month-end close automationThe close runs on a schedule instead of on overtime.
- Finance function assessmentA clear read on how finance runs today, and a plan to improve it.
- All Private equity & multi-entity workA platform grows by buying companies.
- How we workRead the books, design for agents, ship them, train your operators, then run and improve.