Investor & Board Reporting

Bring the board, on board

Minutes today can unlock millions tomorrow. Mosaic enables you to easily share your growth plans, develop a fundraising strategy, and automate investor reporting packages.

Growth partnership

Increase transparency, and trust with your advisors

Board meetings are a chance to review company performance, and align on strategy. They are vital for addressing issues affecting growth and help bring the future of a company to light. They also require weeks of gruling preparation - often at the expense of other strategic prioritities.
Take one step closer to the next funding round without all the stress. Streamline financial analysis and manage tough investor questions with ease so you can lean on the board for what matters most, advice.

Performance updates

Keep stakeholders up to date with live reports

Keep everyone informed with weekly dashboards and reports. Numbers are refreshed in real-time so stakeholders have the latest and greatest information at the tip of their fingers.

Three way financial statements

Ad hoc performance reports

Custom SaaS financial reports

due diligence

Knockout fundraising requests in minutes

Transform your due diligence process by using a single source of truth for all business data - easily combine the right metrics into shareble flash reports to answer tough investor questions and build trust in your business.

Revenue metrics

Sales projections and efficiency

Financial and operational metrics

Cohort and customer health metrics

meeting prep

Streamline board deck creation

Save hours of prep time with Mosaic’s metric catalog. Easily download hundreds of visually optimized charts, graphs and KPI’s and load them direcly onto your investor materials.
See Board Deck Template

Board Deck Prep Q&A with Founders Fund & Legion

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Highly recommend Mosaic for analysis and board reporting.

Matt DoughertyFinance and Strategy Director

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business decisions

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