Financial Reporting
Board packs, investor updates and management accounts.
3 Prompts
PROMPT 01
Investor Update Email
Write a monthly/quarterly investor update email for [startup]. Period: [period]. Metrics to include: [list KPIs and values]. Key highlights: [milestones]. Challenges: [issues]. Asks from investors: [specific asks]. Keep it transparent, concise (max 400 words) and action-oriented.
Investor Relations
Reporting
PROMPT 02
Monthly Management Accounts Commentary
Write a management accounts commentary for [company] for [month/year]. Data: Revenue [X vs budget Y], Gross profit [X% vs budget Y%], Overheads [X vs budget Y], EBITDA [X vs budget Y]. Explain variances, identify one-off items, note any trend concerns, and include a 3-sentence outlook for the next month. Audience: board and senior leadership.
Management Accounts
Commentary
PROMPT 03
Cash Flow Forecast Narrative
Write a 13-week cash flow forecast narrative for [company]. Opening cash: [X]. Key inflows expected: [list]. Key outflows: [list]. Risks to the forecast: [list]. Include: projected week-end cash position, identification of any weeks with potential cash shortfalls, and recommended actions to manage liquidity. Audience: CFO and bank/lenders.
Cash Flow
Treasury
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