Skip to content

Sample Deliverables

Real, anonymised finance packages built from live data. Each one took 90 minutes. See what your board, your LP, or your next client meeting would actually receive.

CEO / Founder

Board package for a Series B SaaS company

14-slide board deck with executive narrative, ARR bridge, NRR cohort analysis, variance commentary, and forward outlook. Built from live accounting data in 90 minutes.

$12.4M ARR · 118% NRR · 72% Gross MarginView sample →
PE Operating Partner

Portfolio rollup across four portcos

Standardised metrics, exceptions-first layout, covenant watch, and EBITDA add-back bridge. One metric definition across all portfolio companies — no per-CFO variance.

4 portcos · $420M AUM · Vintage 2023View sample →
Fractional CFO

Practitioner briefing before a client meeting

Re-entry brief with CEO profile, hot-button topics, recent decisions, and data highlights. Everything you need to walk into the room prepared — without re-reading six months of notes.

Context · Decisions · Stakeholder mapView sample →

Want to see a package built from your data?