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.

A professionally formatted board pack cover page and an investor update template, representing investor trust and public-company reporting rigor.

Governance & Compliance Readiness

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

A clean cap table model spreadsheet showing dilution and exit scenario analysis, alongside a compliance calendar with regulatory filing deadlines.

Cap Table Management

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

AI-generated narrative commentary highlighting key drivers and risks from a financial data set, demonstrating automated board reporting.

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

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.

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