CHALLENGE | SCALE

Reporting for life after investment

New investors came with new reporting expectations, and the function that worked pre-investment isn't quite built for the scrutiny that comes after.
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Taking on investment changes what 'good enough' reporting looks like almost overnight. Investors expect board packs, KPI tracking, and a level of consistency the business may never have needed to produce before, and the gap between the old standard and the new one shows up fast, usually in the first few reporting cycles after the round closes.
Challenges
WHAT THIS MEANS

Reporting for life after investment is the shift a finance function needs to make once new investors are in the business, expecting a different standard of numbers, cadence and detail than existed before.

Signals you’re in it

Investors are asking for board packs or KPI tracking that didn't exist before the round

Reporting cadence has increased, and the team's stretched to keep up with it

The first few reporting cycles post-investment have felt like a scramble

SITUATION

The Situation

1

What usually happens

The reporting standard investors expect arrives faster than the finance function can build to meet it, and the gap plays out in real time, in front of the people now watching most closely.
2

How Pillr helps

Investor-grade reporting built to the standard and cadence expected post-investment, so scrutiny gets met with consistency instead of a scramble.
CHALLENGES

How we get you ready

0
1

Investor-grade reporting, built to their standard

Board packs and KPI tracking that meet the new bar.
0
2

A cadence the team can actually sustain

Consistent reporting, not a scramble each cycle.
0
3

Confidence in front of new investors

The first reporting cycles set the tone: make them count.

Questions we get asked

What do investors typically expect that pre-investment reporting doesn't cover?

Usually a formal board pack, tracked KPIs against the metrics they invested on, and consistent monthly or quarterly cadence: a different discipline to the more ad hoc reporting many businesses run on before taking on outside capital.

How quickly can reporting be brought up to investor standard?

A first proper investor-grade reporting pack can typically be built within a few weeks, using the underlying numbers you already have, restructured around what investors actually track.

Will this help with the investor relationship itself, or just the reporting?

Primarily the reporting, but the two are closely linked: consistent, well-built reporting is one of the strongest signals of a well-run business, and it does a lot of the relationship-building work on its own.

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OUR APPROACH

Getting started is simple

Get in touch and we'll set up a short call to talk through where things stand. If a Sprint is the right next step, we'll scope it there and then. If it's Build, Scale, or Deal, we'll tell you that too, and why.
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