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Investor reports are an essential component if you want to run your business efficiently. These documents communicate your company’s performance and progress to those who’ve put their money behind your business and placed faith in the growth and success of your company.
\n\n\n\nThink of them as a tool for keeping your backers up to speed with what’s happening within the company, how well (or not so well) things are going, and where you see the business heading.
\n\n\n\nA great investor report can make the difference between an investor’s decision to keep their money in your business or consider other investment opportunities.
\n\n\n\nThat’s why you need to learn the ins and outs of creating a winning investor report, and this article provides you with a roadmap to achieve just that.
\n\n\n\nWhen creating a winning investor report, there are two ingredients you can’t afford to skip: clear communication and transparency.
\n\n\n\nTransparency is about giving your investors the whole, unfiltered truth about your company’s performance. This includes both the highs and the lows. You might think, “Isn’t it better to sugarcoat the bad stuff?” Not really. It’s important to remember that your investors have probably been in the game for a long time and can tell when you’re sugarcoating crucial information about your performance.
\n\n\n\nAfter all, most investors get it – it’s not all smooth sailing when running a business. By being real about how your company’s doing, you’re actually building trust. And that trust? It’s the bedrock for a lasting relationship with your investors.
\n\n\n\nBut there’s more to it than just being upfront. Another major ingredient in the trust-building recipe is clear communication. This means crafting an investor report that’s a breeze to understand. No jargon, no fluff – just the important stuff.
\n\n\n\nAfter you’ve presented your data clearly and transparently, you should provide context to it. This might involve comparing your performance to previous periods, explaining why you’ve fallen short of or exceeded expectations, and discussing how you plan to improve going forward.
\n\n\n\nBy doing so, you give your investors the full story behind the figures, making your report more insightful and engaging. Investor reports offer a chance to engage your investors and make them feel part of your company’s journey. For example, you could share challenges you’re currently facing, areas where your investors’ expertise or connections could be handy, or exciting plans you’re developing.
\n\n\n\nOn most occasions, your backers will be glad to help out – after all, it’s their money on the line as well.
\n\n\n\nThe good news is, you don’t have to do it all alone. There are several software and digital tools that can help streamline your investor reporting process.
\n\n\n\nWho said investor reports have to be boring? With the help of AI and other software tools, you can make them eye-catching and user-friendly for anyone reading them.
\n\n\n\nAnd if you need help creating reports that’ll satisfy your investors, Modeliks Financial Reporting is here to help.
\n\n\n\nThe frequency of investor reporting will vary based on the stage and nature of your business. Early-stage companies might want to send monthly updates, since investors will be generally interested to see how the business progresses during its initial phases.
\n\n\n\nIn contrast, larger and more stable companies might choose to do this quarterly once they have developed a solid relationship with founders. The rule of thumb is: Don’t bombard your investors with too many updates and also don’t leave them in the dark for too long.
\n\n\n\nWhile there’s no one-size-fits-all answer to this, some elements should definitely be included. This includes key metrics like new customers acquired, financial projections, updates on your product or service, or changes in your team.
\n\n\n\nThe specifics can vary depending on your business model or industry.
\n\n\n\nFor example, a tech start-up might focus on updates about its software and user growth. On the other hand, a manufacturing company might talk more about its production numbers and supply chain.
\n\n\n\nSo, what have we learned? Writing a great investor report requires a balance of transparency, clarity, and in-depth analysis. It’s not just about sharing data – it’s about presenting it in an easy-to-understand manner while providing the necessary context. It’s about engaging your investors and making them feel like they’re a part of the team.
\n\n\n\nEmbrace the digital tools that can make the process smoother. Be mindful of the frequency of your reports and customize your content based on your business model and industry.
\n\n\n\nUltimately, a well-prepared investor report can boost investors’ confidence in your business, ensure they’ll continue providing financial support, and open the door to potential future investments. That’s why it’s worth taking the time and effort to get it right.
\n","slug":"create-an-investor-report","date":"2023-10-30T10:47:00","categories":{"nodes":[{"id":"dGVybToxMw==","name":"Reports & Dashboards"}]},"mainCategory":{"mainCategory":["reports-and-dashboards"],"videoHeader":null},"tags":{"nodes":[{"name":"financial reporting"},{"name":"investor report"}]},"featuredImage":{"node":{"id":"cG9zdDoxNDc1","sourceUrl":"/images/cms/Modeliks-sliki-1920px-x-1280px-09.jpg","altText":"investor report - financial dashboards"}},"seo":{"metaDesc":"Investor report recipe, process, data analysis, content and frequency. Financial performance & investor report in Modeliks is one click away."},"modified":"2024-09-05T10:44:21","related":[{"id":"cG9zdDoxMTU0MQ==","title":"How Accountants Can Offer High-Margin Advisory Services","content":"\nThe accounting profession is shifting. Compliance and bookkeeping remain essential, but today’s clients expect more. They want guidance on how to run their business smarter, manage cash flow, and plan for the future.
\n\n\n\nAccording to a CPA.com survey:
\n\n\n\nThis means the demand is already there. The opportunity for accounting firms is clear: move beyond bookkeeping into high-margin advisory services.
\n\n\n\nFor most small and mid-sized firms, the hesitation is simple:
❌ Limited staff time
❌ No standardized tools for forecasting & reporting
❌ Concern about overcomplicating workflows
The good news? Advisory can be delivered at scale, without adding headcount or creating inefficiencies — if you have the right system.
\n\n\n\nModeliks helps accountants transform their existing relationships into advisory partnerships by automating the heavy lifting.
\n\n\n\nHere’s how it works in practice:
\n\n\n\n1️⃣ Connect QuickBooks in Minutes
Sync client actuals directly — no messy spreadsheets or manual imports.
2️⃣ Build Budgets & Automated Financials
Instantly generate a forward-looking P&L, Balance Sheet, and Cash Flow statement, tailored to each client.
3️⃣ Deliver Dashboards & Variance Analysis
Clients see Actual vs. Plan vs. Previous Periods. You provide insight into why numbers moved — without building reports from scratch each month.
Firms using Modeliks see:
✅ New revenue streams by offering planning & reporting as premium packages
✅ Higher client retention thanks to consistent value beyond compliance
✅ No extra headcount required, since processes are automated
✅ Improved positioning as trusted advisors, not just bookkeepers
As one accountant put it:
\n\n\n\n\n\n\n\n\n“Our clients can now make confident decisions. For us it’s a game-changer — we finally sell insight, not just compliance.”
\n
Client expectations are rising. Competitors are moving into advisory. Technology makes it easier than ever to scale.
\n\n\n\nIf you’re an accountant or firm owner, now is the time to position your practice for the next decade. Advisory services are not just an add-on — they’re the future of accounting.
\n\n\n\n📽️ Watch the full video playbook here: https://www.youtube.com/watch?v=UlQEwnWOdKQ.
🌐 Explore how Modeliks can help you launch advisory services in under an hour -> HERE.
📩 Or reach out to us directly to explore how Modeliks can be tailored for your firm.
\n\n\n\nEnjoy Modeliks! We know we are!
\n\n\n\nAuthor:
Modeliks Team
Running a professional services business is demanding. Whether you’re a founder, consultant, accountant, or finance leader, the challenges are similar:
\n\n\n\nThe truth? Many services firms outgrow spreadsheets faster than they realize. A project-based business requires a planning and reporting framework that adapts as you grow – not one that breaks every time a new client, project, or team member comes onboard.
\n\n\n\nThat’s where having a structured financial planning and reporting system becomes a game-changer.
\n\n\n\nThis strategic framework is designed for:
\n\n\n\nIf you run a project-based business, use timesheets, or manage multiple clients, this playbook is for you.
\n\n\n\nProfessional services firms often face profitability challenges because margins are tied to capacity, efficiency, and client mix. Here’s where the right planning approach makes a difference:
\n\n\n\nEach project has its own revenue, costs, and resources. Without project-level visibility, it’s impossible to know which work is actually profitable.
\n\n\n\nIt’s not enough to create a yearly budget. Monthly actuals vs. plan reporting helps you quickly see where projects are off track and adjust before problems snowball.
\n\n\n\nWhat happens if a big client leaves? Or if you add two more consultants next quarter? Scenario planning gives you the confidence to make tough decisions with numbers to back them up.
\n\n\n\nEmployee utilization is the heartbeat of a services firm. By linking financial forecasts to billable hours, staffing, and client demand, you can identify bottlenecks and prevent costly underutilization.
\n\n\n\nAt Modeliks, we’ve built a platform that turns these best practices into a structured, repeatable process.
\n\n\n\nWith Modeliks, you can:
\n\n\n\nMost firms wait until they have 100+ employees to rethink planning. But the truth is, dimensional planning and reporting matters at 20 employees, as much as at 200.
\n\n\n\nThe earlier you set up a scalable framework, the faster you can:
\n\n\n\nGrowing a professional services business isn’t just about winning more clients — it’s about building a system that lets you manage projects, measure performance, and grow profitably.
\n\n\n\nThat’s what this playbook is about — and why we built Modeliks.
\n\n\n\n👉 If you want to see how Modeliks can help you manage and grow your services firm, watch the full video walkthrough here.
\n\n\n\n📩 Or reach out to us directly to explore how Modeliks can be tailored for your firm.
\n\n\n\nEnjoy Modeliks! We know we are!
\n\n\n\nAuthor:
Modeliks Team
Today we released a massive new update of Modeliks. A multidimensional Modeliks 2.0. I am both happy and sad to see Modeliks grow up. I liked baby Modeliks. He was cute and a little clumsy. Now, we created a beast.
\n\n\n\nWe listened to your feedback and made Modeliks by far the best financial planning and reporting tool for SMEs. Alright, I might be a bit subjective, but here is what’s new:
\n\n\n\nAnd there is a lot more to come in the next few months. Stay tuned for new features, and in the mean-time, plan, manage and grow your business with Modeliks 2.0.
\n\n\n\nLet’s recap. Now you can:
\n\n\n\nEnjoy Modeliks 2.0! We know we are!
\n\n\n\nAuthor:
Modeliks Team