A board pack that's a system, not a scramble.
KPI frameworks and automated reporting that track the value creation plan in real time - holding up under sponsor-level scrutiny at every board meeting, not just the ones you had time to prepare for.
Board packs built by hand, every cycle, under time pressure.
Reporting to the sponsor eats days of the CFO's time each quarter, and still arrives as a clunky standalone deck riddled with errors that sometimes only surface at the board meeting itself.
The deck is rebuilt from scratch, every quarter
Without a standing template and data pipeline, every board pack starts as a blank slide deck - copy-pasted from a dozen sources under deadline pressure.
Numbers don't reconcile between packs
FP&A numbers, ops numbers and the board deck are built independently - so a sponsor's sharp-eyed question about a discrepancy is only a matter of time.
The value creation plan isn't tracked, it's narrated
Progress against the 100-day plan and value creation initiatives gets described in prose each quarter, rather than shown against a consistent KPI baseline.
Errors surface in the room, not before it
Manual builds under time pressure mean the first time a mistake is caught is sometimes when the sponsor spots it live.
A reporting system that produces the pack, not just informs it.
We build the KPI framework and the pipeline that feeds it - so each quarter's board pack is a production run, not a fire drill.
Portfolio KPI & reporting frameworks
A KPI framework built around your specific value creation plan and sponsor's reporting expectations - consistent quarter to quarter, and traceable back to source data.
- KPI framework mapped to the value creation plan
- Definitions agreed once, used everywhere
- Built to match sponsor reporting templates
Automated board pack production
A reporting pipeline that pulls from FP&A and operational data automatically, so the board pack is assembled - not rebuilt - each cycle.
- Automated data refresh into the pack
- Standing template, no more blank-slide starts
- Days of prep time returned to the CFO
Value creation plan tracking
A living tracker for 100-day plan and value creation initiatives - so progress is shown against a baseline, not narrated from memory each quarter.
- Initiative-level tracking against baseline
- Consistent view from management to sponsor
- Early visibility of initiatives falling behind
Sponsor-ready data room support
Reporting built to the standard of scrutiny a sale process or refinancing brings - so when the exit conversation starts, the numbers are already board- and buyer-ready.
- Audit-ready reporting trail
- Consistent numbers across FP&A, ops and board
- Built to withstand sell-side diligence
Diagnostic-led. No lengthy discovery decks, no theory.
Every engagement starts with a short, fixed-scope diagnostic - so you know exactly what's breaking your reporting cycle, and what a system built for it would take.
Diagnose
A review of your current board pack process, KPI definitions and data sources - benchmarked against sponsor expectations.
~3 weeksDesign
A KPI framework and reporting pipeline design, with a prioritised roadmap and business case for each step.
Fixed-scopeDeliver
Hands-on build of the framework and automation - with a founder-led team accountable to a board pack that runs itself each quarter.
Outcome-basedBoard reporting outcomes from the field
Getting reporting ready for the sale process
Designed and rolled out a product profitability platform. Rebuilt board and PE reporting for a global ship management group, then led the sell-side analytics behind the business's $650m sale.
Making branch profitability visible for the first time
Overhauled FP&A capability across a major UK insurance broking group's branch network, driving best practice and transparency into every branch's numbers.
Ready to make your board pack build itself?
A fixed-scope, three-week review - with a clear view of what to fix first.