Investor & Board Reports

Generate the board update. Choose who can see it.

Create reporting outputs on demand, review the financial context, and decide whether to export a file or grant bounded read-only access. Generation prepares the material. Sharing remains an explicit founder action.

Deck
Generated on demand
Access
Read-only and revocable
Sharing
Explicitly controlled
Conceptual mechanicsOutput and disclosure
Reviewed contextFinancial state
OutputBoard Deck
OutputSnapshot PDF
Founder controlReview, then choose
FileExport
AccessRead-only link
Conceptual explanation only. Creating an output does not send it, and verification of an artifact does not grant access to it.

Show the access boundary, not just the reporting surface.

The existing Board Access image is useful but does not establish the full current review and sharing flow. The contract below reserves a fresh, bounded capture.

Current capture required

Board Access: visible modules and access controls

Capture the current Board Access settings with active share links, supported visible modules, unavailable editing capabilities, and enough interface context to make the read-only boundary clear.

public/product/investor-reports-board-access.png

Prepare the material before you open access.

RunwayCal can assemble a standard board deck from the financial context available in the workspace. The standard deck contains 12 slides. Consolidated decks follow a different, location-dependent structure and can fail closed when mixed-currency results cannot be combined safely.

  1. 01

    Generate on demand

    Choose a supported template and create the PPTX when the reporting cycle calls for it. The product does not schedule or automatically distribute the deck.

  2. 02

    Review the context

    Inspect current cash, runway, realized revenue, costs, scenarios where eligible, and the statement summary before the output leaves the workspace.

  3. 03

    Choose the disclosure path

    Export the file, share it directly, or grant Board Access. Each action is initiated by the workspace user.

Different outputs support different moments in the conversation.

01

Board Deck

Generate a standard 12-slide PPTX on demand from the configured financial context. Review the file before deciding how it should be shared.

02

Mission Control PDF

Export a point-in-time Mission Control snapshot as a PDF for a retained reporting record.

03

Founder Archive

Keep generated reporting PDFs available to eligible read-only viewers without allowing them to change the underlying workspace.

A reporting window, not a second workspace.

A Board Access link can open a focused, read-only view without a normal application login. The token expires after 30 days by default and can be revoked. Founders and Co-Founders retain control over what supported modules become visible.

Read-only scope

Visible by design

Mission Control, Runway Overview, supported PDF downloads, and any additional modules the founder explicitly enables.

Outside the scope

Unavailable by design

Editing, Scenarios, Planner, CSV exports, input modules, and workspace configuration.

A verified file is still private until you share it.

Verification can help confirm that a supported exported artifact has not changed. It does not publish the file, make the workspace live to an investor, or expand the viewer's permissions.

Board Access remains bounded to the enabled read-only modules and retained downloads. It does not expose Planner, Scenarios, input records, workspace settings, or editing controls.

Prepare the update. Keep control of the disclosure.

Generate the reporting output, review the financial context, and share only when the material and access boundary are ready.

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