· Reviewed by Nimra Khalid
What are investor reporting services?
Investor reporting services prepare the periodic financial packages that outside capital providers expect: board decks, investor updates, and lender covenant compliance certificates. The provider builds each pack from reconciled books, calculates the required ratios, drafts the narrative for the founder or owner to edit, and delivers on the dates written into the loan or shareholder agreement.
-
Investor reporting: what we do and how it runs
Investor reporting services prepare the periodic financial packages that outside capital providers expect: board decks, investor updates, and lender covenant compliance certificates. The provider builds each pack from reconciled books, calculates the required ratios, drafts the narrative for the founder or owner to edit, and delivers on the dates written into the loan or shareholder agreement.
01 / 06 -
What it is
Investor reporting services prepare the periodic financial packages that outside capital providers expect: board decks, investor updates, and lender covenant compliance certificates. The provider builds each pack from reconciled books, calculates the required ratios, drafts the narrative for the founder or owner to edit, and delivers on the dates written into the loan or shareholder agreement.
02 / 06 -
What you get
Board packs, investor updates and lender certificates on a fixed calendar
03 / 06 -
How it runs
Covenant calculations tied to the reconciled ledger, with headroom shown
04 / 06 -
Discovery call
A 20-minute call about who receives reports, what your agreements require, when things are due, and what format the readers are used to.
05 / 06 -
A named accountant, a backup and a team lead
Inside your own software, on a fixed close calendar, with a reply from a person within 1 business day. Call +1-657-777-0006 or start a quote.
Get a custom quote 06 / 06
Who it is for
Founders with outside investors
Angel, seed or private equity money comes with a reporting duty. You want the monthly update to take one hour of your time, not one weekend.
Owners with a bank facility or term loan
Your loan agreement has covenants, a compliance certificate and quarterly financials due within a set number of days. Missing one is a technical default.
Family businesses with non-working shareholders
Siblings or a retired founder who hold shares want a clear quarterly picture. A consistent pack keeps the conversation about the business, not the numbers.
What's included
- Reporting calendar built from your loan and shareholder agreements
- Monthly or quarterly investor financials in your agreed template
- Board pack: summary, P&L, balance sheet, cash, KPIs, and narrative draft
- Lender covenant calculations with headroom and trend on one page
- Compliance certificate drafted for your signature
- Cap table and share register data compiled from your records
- Use-of-funds and runway schedule for funded companies
- Budget versus actual and reforecast slides where a budget exists
- Bank and borrowing-base schedules for asset-based facilities
- Data room folder kept current for diligence requests
- Google Slides or PowerPoint deck maintained in your account
- Response support for follow-up questions from investors or the bank
Deliverables and KPIs
| Deliverable | KPI we report | Cadence |
|---|---|---|
| Investor or board pack | Delivered at least 2 business days before the meeting or contractual due date | Monthly or quarterly |
| Covenant compliance certificate | Every ratio calculated from the reconciled ledger and tied to a schedule | Per period in the agreement |
| Covenant headroom tracker | Any covenant within an agreed margin of its limit flagged 30 days ahead | Monthly |
| Narrative draft | First draft of the update written for the owner to edit | Per pack |
| Data room refresh | Financial folders updated within 5 business days of each close | Monthly |
| Annual investor financials | Year-end statements and cap table data compiled for shareholders | Annually |
KPIs are what we measure and report, agreed per engagement. Service-level commitments are set in your agreement.
How it works
-
Discovery call
A 20-minute call about who receives reports, what your agreements require, when things are due, and what format the readers are used to.
-
Agreement review and calendar
We read the reporting and covenant clauses in your loan and shareholder agreements, list every deliverable and date, and agree a template for each pack.
-
First pack in parallel
A named accountant builds the first pack alongside your current version, reconciles every figure to the ledger, and calculates covenants with a worked schedule you can check.
-
Calendar-driven delivery
Each period the pack is built after the close, reviewed under Two-Tier Review, and delivered through the LedgerDesk portal ahead of the due date. Follow-up questions come back to your named accountant.
Software we work in
How much does investor reporting cost?
Investor reporting is priced as a flat fee per pack or per period, based on the number of recipients and formats, the number of covenants to calculate, and whether a narrative draft and data room are in scope. It is added to bookkeeping or reporting rather than replacing it. Pricing depends on volume and scope, so we send a custom quote within 1 business day.
What moves the quote
- Number of separate packs: board, investors, one or more lenders
- Number and complexity of covenants, including borrowing-base calculations
- Frequency: monthly, quarterly, or both
- Whether a data room and diligence support are included
Market benchmarks
| Market | Typical range | Source |
|---|---|---|
| US | Provider plans aimed at funded companies run $499 to $599 per month at Pilot, rising to $989 at $1M revenue; indinero from $750 | indinero, RadCity (2026) |
| UK | Bookkeeping with management reporting runs £400 to £1,500 per month at higher volumes | UK provider pricing surveys (2026) |
| Canada | C$400 to C$800 per month for most SMBs, up to C$2,000 with reporting | Outsource Bookkeeping CA, TheAccTaxCo (2026) |
| Australia | A$2,200 to A$4,500 per month for a full finance function at 10+ staff | Australian bookkeeping fee surveys (2026) |
Third-party ranges for orientation, not our prices.
Get a custom quote No setup fee. Month-to-month.
Investor reporting for your industry
Security and compliance
- Packs shared through the LedgerDesk portal or your data room, never as open email attachments
- MFA on every login; access to investor material limited to the named team
- NDA per engagement and no local downloads of shareholder or cap table data
Full control list on the security page and country rules on the compliance page. Certifications are listed only when held.
Frequently asked questions
How much do investor reporting services cost?
Pricing depends on volume and scope, and we send a custom quote within 1 business day. As a market reference, US provider plans aimed at funded companies run $499 to $599 per month at Pilot, rising to $989 at $1M in revenue, and indinero lists plans from $750 (indinero, RadCity, 2026). We quote per pack or per period on top of bookkeeping.
What goes into a board pack?
A typical pack has a one-page summary, P&L and balance sheet against budget and prior year, cash and runway, the KPIs your board tracks, a narrative from the founder, and an appendix with detail. We draft everything except the founder's voice, and keep the layout identical each period so directors read faster.
How do you handle loan covenants?
We read the covenant definitions in your agreement, build a worked schedule for each ratio, calculate it from the reconciled ledger each period, and show headroom against the limit. If any covenant is trending toward its limit we flag it 30 days ahead so you can talk to the bank early rather than after a breach.
Can you produce the compliance certificate my bank requires?
Yes. We draft the certificate in the bank's format with the supporting calculations attached, and you sign it. We do not sign on your behalf and we give no assurance opinion. If your facility has a borrowing base, the monthly borrowing-base certificate is built the same way.
Do you write the investor update narrative?
We write a first draft that explains the numbers: what moved, why, and what is expected next. You add the product, hiring and market commentary in your own voice. Most founders spend under an hour editing rather than a weekend building.
What happens if our books are not reconciled?
The pack waits, because a covenant calculated from unreconciled figures is worse than a late one. We would run a catch-up bookkeeping project first, then start the reporting cycle from the first clean month. Our month-end close service keeps the books on the calendar afterwards.
Can you keep our data room current for diligence?
Yes. After each close we update the financial folders in your data room: statements, reconciliations, aged receivables and payables, payroll summaries and tax filings. When a buyer or new investor asks for something, most of it is already there. Requests we cannot fill from the ledger go on an open-items list with an owner and a date.
Do you give investment or fundraising advice?
No. We report what the numbers say and deliver the packs on time. Valuation, fundraising strategy, deal terms and legal matters are for your advisors. For senior review of the close behind the pack, see our outsourced controller services. We will prepare any schedule those advisors ask for from the reconciled books.
Ask an AI assistant to summarize this page
Opens the assistant with a prefilled prompt so you can check our claims against the page yourself.