Every quarter
Before every meeting
The pack lands before the meeting, not the night before it.
Board Packages
Board packs, built from your closed books.
We prepare your quarterly board pack: P&L, balance sheet, cash, budget against actual, and key metrics, from reconciled numbers and sent before the meeting.
What you get
One source
Every number reconciled
Every number in the pack traces to a close that was already reconciled and signed off.
Two views
US company and group
The US company, with a bridge to the group where scoped.
Because your books close every month, the pack is ready when the board needs it.
Board packs built last-minute don't hold up.
Last-minute pack
- Numbers pulled before the month is closed
- Figures that don't match last quarter's pack
- Questions taken away and answered next time
Naveh board pack
- Numbers already reconciled and signed off
- Questions answered in the room, from the detail underneath
- The same figures the last pack carried, restated only when something changed
Numbers that change between packs, with no explanation, cost you the board's trust.
Every number in the pack comes from books that are already closed.
One calendar with every deadline and its owner.
One named person who replies within a business day.
CFO supervision and review from day 1, on every pack.
What's in every board pack.
A standard shape, set with you in the first quarter, then kept. Board and investor reporting is part of the Soar engagement.
Every pack
- P&L, balance sheet, and cash, from the closed books
- Budget against actual, with variance by driver
- Forward cash view and the reforecast
- Headcount against the hiring plan
- The US entity, with a bridge to the consolidated group where scoped
When it applies
- Compliance and filing status, so nothing surfaces as a surprise
- Equity and cap table movement since the last meeting
- Scenarios behind any decision the board is being asked to take
- Investor updates between meetings, from the same numbers
- Diligence-ready backup for anything the pack asserts
How it works: agree the format once, then we produce it every quarter.
Step 01: Agree the shape
First quarterWhat your board actually reads, in what order, with what level of detail behind it.
Step 02: Build it from the close
Every quarterThe pack is populated from reconciled numbers, not assembled from requests.
Step 03: Review and send ahead
Before each meetingThe CFO reviews it, you approve it, and the board gets it with time to read.
Step 04: Hold the room
At the meetingQuestions answered from the detail underneath, not taken away for next quarter.
Asked about board reporting on most first calls.
Yes. We populate the shape your board already reads, and we'll say if something in it can't be supported by the books.
See what your books can support in a board pack. Free, in thirty minutes.
A written summary of what your books can support today, what they can't yet, and what it costs to close the gap. Free, whether or not you hire us.
Or write to hello@naveh.ai. We reply within one business day.