Board & Governance Advisory

Impress Your Stakeholders.

We prepare board‑ready reporting, manage your cap table, and build governance frameworks that scale – with AI‑powered scenario modelling.

Governance & Compliance Readiness

Audit‑ready financials, legal entity structure, tax compliance, and board minutes.

Cap Table Management

Clean, investor‑friendly cap table with option pool tracking, dilution scenarios, and 409A compliance.

Cash Flow Forecasting & Runway Extension

AI Edge

AI‑generated commentary – highlights key drivers and risks based on data changes.

Governance Gaps at Scale

  • Board packs are last month’s P&L – No forward‑looking insights, no strategic context.

  • Cap table is a mess – Spreadsheets with errors, missing option grants, unclear investor rights.

  • Compliance becomes unmanageable – Multiple entities, tax filings, and regulatory deadlines.

“42% of startups fail to raise a follow‑on round due to governance and reporting issues.”

(SeedLegals)

Governance that Investors Trust and Auditors Love.

We bring the rigour of public company reporting to private scaling startups – without the overhead.

  • Human: Customised deck with executive summary, financial KPIs, operational metrics, risk register, and strategic appendix.

    AI: AI narrative generation – turns raw data into clear, action‑oriented commentary.

  • Human: Standardised monthly email updates for your cap table.

    AI: Personalised content – automatically includes metrics that matter to each investor type..

  • Human: Fully audited cap table with option pool, warrant, and convertible note tracking.

    AI: Scenario tool – model new rounds, exits, and employee grants instantly.

  • Human: “What‑if” models for different fundraising amounts, valuations, and liquidation preferences.

    AI: Real‑time dashboard – see ownership changes as you adjust terms.

  • Human: All filing deadlines (tax, annual returns, beneficial ownership) tracked in one place.

    AI: Automated reminders and document templates for each jurisdiction.

  • Human: Templates and best practices for documenting decisions..

    AI: AI‑assisted drafting – generates minutes from your meeting notes.

Work With Us
Work With Us

What We Deliver

  • Monthly/Quarterly Board Pack

    10‑15 page deck with executive summary, risk areas identified, operational and financial summaries, and recommendations.

  • Investor Update Template

    Monthly email template with key metrics and narrative.

  • Cap Table Model

    Live Excel/Google Sheet (or Carta‑compatible export) with full investor detail.

  • Governance Health Check Report

    Assessment of current entity structure, compliance status, and gaps.

  • Compliance Calendar

    A year‑ahead calendar with all filing deadlines and responsible parties.

  • Board observer or advisory role

    We attend your board meetings to provide real‑time financial insights.

Request a Fee Quote