Board Prep

Board deck with financial narrative and appendix in 40 minutes

40 minutesManual: 6-10 hours

Generates board meeting preparation materials: financial summary with narrative, GTM metrics with trend analysis, strategic update, and appendix with supporting data. Adapts to the board's preferred format and anticipates likely questions from each board member.

Workflow Steps

Financial Summary

/finance

P&L, cash position, burn rate, and runway with narrative context

GTM Metrics

/revops

Pipeline, bookings, retention, and expansion with trend analysis

Strategic Update

/produce-content

Key decisions, risks, and asks framed for board-level discussion

Question Anticipation

/skeptical-buyer

Predict questions from each board member based on their focus areas

Deck Assembly

/produce-content

Formatted deck with narrative slides and data appendix

Example

Q1 board meeting prep. The workflow pulls financial data, identifies that revenue grew 18% but CAC increased 25% (flag for discussion), generates a GTM metrics page showing pipeline health improving despite lower lead volume, frames the "quality over quantity" strategic shift, and anticipates 8 questions including the lead investor's likely concern about burn rate.