Takes 5 minutes
Board Financial Pack Generator
Generate board-ready financial packs with P&L summary, cash position, metrics, and management commentary — shared via a branded View URL. Free to preview.
SSL encrypted & verified
Board-ready financial reports
Shareable View URLs — similar to DocuSign
No credit card required
Build your board financial pack
Minimum required: company name, board meeting date, one P&L row, cash balance, and highlights. Add more detail as needed.
How it works
Board-ready financial pack in 5 clicks
1
Enter company name & date
Add your company name and board meeting date.
2
Add P&L row
Enter one revenue line with current and prior period figures.
3
Enter cash balance
Add your current cash position and optional runway.
4
Add highlights
Write a one-line summary of key developments this period.
5
Generate & share
Click generate and share via a secure View URL.
Stop spending half a day on board packs
Create a free account to save board packs, track who has viewed them before the meeting, and set up recurring monthly packs — all in one place.