Investor reporting and board updates

Turn the financial picture into a report people can understand.

Bring the cash, runway, plan, variance and operating context you already review into a clear board or investor update. Keep the explanation beside the numbers and control what gets shared.

  • On-demand output
  • Context beside the numbers
  • Read-only access
  • Founder-controlled sharing
What the update can carry
IncludeCash, runway, plan, and variance
ExplainWhat moved, why, and what remains uncertain
SharePPTX export or bounded Board Access
Stays internalInputs, settings, editing, and unshared scenarios

Conceptual boundary, not product UI. Creating an output does not send it automatically.

Chapter 01

Start from the numbers the business is already using.

Investor reporting should begin with the same cash, runway, burn, revenue, plan, and variance the team has reviewed inside RunwayCal. The update should not begin by rebuilding those figures in a separate slide file.

Mission Control provides the starting view. Leadership still decides what the movement means and what belongs in the update.

Conceptual report composition
Cash and runwayRevenue movementCost pressure
Management contextWhat changed, why it matters, what comes next
Board conversation

Chapter 02

Add the explanation the numbers cannot carry alone.

A movement in runway or burn needs more than a label. Add why it moved, which assumption changed, what management decided, and what is still uncertain. RunwayCal does not write that judgment for you.

Chapter 03

Build the board update when the story is ready.

RunwayCal generates the standard Board Deck as a 12-slide PPTX on demand. Choose from five visual templates, review the file, then decide how it should be shared.

Consolidated multi-location decks follow a separate structure and vary with the number of locations. Neither format is sent automatically.

Suggested board-update structure
01Executive summary02Financial position03Operating movement04Decisions and asks

Conceptual outline, not product UI. The supported Board Deck is generated as a standard 12-slide PPTX and reviewed before sharing.

Chapter 04

Turn the reviewed numbers into a shareable update.

Choose the figures, add the explanation, generate the supported output, and review it before anyone else receives it. The RunwayCal view remains the source behind the shared file or link.

ChooseReviewed figures
ContextualizeNotes and decisions
Export or sharePPTX or Board Access

Chapter 05

Share a read-only view without opening the operating system.

Board Access uses a token-based link rather than a conventional product account. A founder or co-founder chooses the supported modules a recipient can see and can revoke the link. The default expiry is 30 days.

The recipient gets a read-only view and supported downloads, not editing access. Creating a link or sending an investor email remains an explicit user action.

RunwayCal Board Access settings showing active read-only links and supported module visibility controls
Inside RunwayCal · Board Access. The current settings surface shows active links, read-only access, and the supported modules a founder can make visible.

Chapter 06

Make the access boundary visible.

Board viewers can see supported read-only modules and retained downloads that a founder makes available. They cannot edit, open Scenarios or Planner, reach input modules, change settings, create archives, or export raw CSV data.

Verified Board Access boundary
Included in the reportThe selected figures, notes, and supported reporting output
Stays inside RunwayCalPlanner, Scenarios, input records, settings, and editing

Chapter 07

Keep the report that was actually shared.

Founder Archives preserve the original Mission Control PDF at the moment the archive is created. Opening it later returns the stored file rather than rebuilding it from today's figures.

Scheduled monthly archives and founder digests are separate features. They do not automatically send an investor update.

Conceptual record lifecycle
Report preparedReviewed by leadership
Report sharedRecipient gets approved output
Record preservedOriginal PDF remains identifiable

Chapter 08

Verify the numbers before publishing.

Check the reporting period and labels. Make sure the figures match the product state you selected, and explain the material movement the numbers cannot explain on their own.

Then confirm the output contains only what the intended recipients should receive. A generated report is still private until someone explicitly exports or shares it.

Before the update leaves RunwayCal
01Correct period and labels
02Figures match the selected state
03Notes explain material movement
04Only intended recipients

Chapter 09

Send the update when the context is ready.

Review the numbers, add the explanation and share the supported report without rebuilding the financial story from scratch.