prepare-my-investor-pack

Creating a board-ready investor pack involves pulling cash, burn, runway, and revenue data from your latest bookkeeping close to generate executive summaries and full financial statements. It computes metrics only from available sources without inventing numbers.

Yes, you can generate SaaS metrics like NRR and cohort retention from existing financial statements when sufficient contract history is available. The computation pulls from your closed bookkeeping data to produce revenue waterfalls, NRR, and CAC payback only when the source data supports it.

Drafting an investor update with SaaS metrics requires your latest bookkeeping close artifacts, runway reports, and sufficient contract history for cohort retention. The process reads existing bookkeeping context to compute metrics strictly from available sources without inventing numbers.

Yes, preparing an investor pack supports a saas-metrics mode that refreshes only monthly revenue, annual revenue, gross margin, and NRR. This mode skips full statement generation and focuses entirely on updating your SaaS KPI layer from the latest close.

Runway sensitivity analysis works by appending sensitivity notes to your drafted financial statements based on your latest runway reports. It evaluates cash burn scenarios against available bookkeeping close data, producing draft-only projections without fabricating underlying financial numbers.

The main limitation is that investor financial pack generation cannot invent numbers; it strictly computes metrics from available bookkeeping sources. Cohort retention requires sufficient contract history, and outputs are draft-only, meaning manual review is needed before final board distribution.