📄 Sample deliverable

The total hit plan. Underneath, a budgeted loss had turned into a profit.

This is a real monthly investor and board pack, fully worked: P&L, balance sheet and cash flow against budget, a one-page KPI dashboard, working-capital and cash metrics, and written variance commentary — the pack a PE sponsor, a board, or a lender expects in the same format by the 5th of every month.

This is a deliverable, not a download. An MIS pack is built around your entity, your chart of accounts, and your investors — so there is no meaningful blank template. Every figure in the sample comes from a real, fully worked example.

See the sample pack → Book a call to get started →

Experienced finance professionals
P&L · balance sheet · cash flow
Actuals vs budget vs prior
KPI dashboard + commentary
Delivered by the 5th

Monthly pack — variance vs budgetUSD $000s

LineActualBudgetVar %

Income3,6253,523+3%

Gross profit2,1622,061+5%

Opex(2,134)(2,104)−1%

Operating profit28(43)▲

Net profit21(161)▲

Operating profit swing

+$72K vs budget

A budgeted $43K loss came in as a $28K profit — a swing the headline number barely shows without the variance column.

Operating profit — actual vs budget ($000s)

Actual Budget

Sample output: the month's P&L against budget, with the variance made explicit

What the pack contains

The same story, in the same order, every single month.

A good pack is boring on purpose: the reader can compare this month to last at a glance, and the numbers always tie.

KPI dashboard

One page: gross margin, opex %, operating and net margin, return on assets and equity, working-capital ratio and debt-to-equity — each shown as a trend so a single month is read in context, not in isolation.

P&L with variance

The income statement in actual, budget and variance — in dollars and percent, line by line. In the sample, income is 3% ahead and gross profit 5% ahead, while a budgeted operating loss lands as a profit.

Balance sheet with variance

Current and non-current assets, equity and liabilities against budget, with a variance analysis so a swing in receivables, inventory or borrowings is visible rather than buried in a total.

The numbers on top. The cash reality and the "why" underneath.

Cash & working capital

Bank position by month, debtor and creditor days, the cash-conversion picture, and an accounts-payable ageing summary — so liquidity is read from the actual bank line, not inferred from the P&L.

Variance commentary

The why behind every material movement, written in plain language. A variance column tells you that you missed or beat; the commentary tells you what to do about it.

Delivered by the 5th

The same pack, same layout, on a documented close calendar. Investors trust a reliable pack on the 5th over a beautiful one that arrives late and looks different every time.

How it works

Built once as a format. Then produced on a cadence.

Setup is a one-time job; the monthly cycle is a routine, not a rebuild.

Connect the numbers

Pull actuals from your accounting system and load the budget. We map your chart of accounts to a group reporting structure once, so the export stays as your system produces it.

Standardise the format

Lock the pack layout — the same statements, KPIs and order every month — so year-on-year and month-on-month comparisons hold, with no metric drift.

Add the commentary

Every material variance gets a written explanation: what moved, why, and what is being done. This is the half most packs skip and every investor wants.

Deliver by the 5th

The finished pack goes to the board, sponsor or lender on a documented calendar — reliably, in the format they already know how to read.

Is this right for you?

Honest qualification. No fluff.

This fits if:

You have taken outside capital — a priced round, PE investment, or covenant debt — and now owe regular reporting.
A board, sponsor, or lender expects a monthly pack in a consistent format.
Your current reporting changes shape every month, so nobody can compare period to period.
You want variance against budget and prior period, not just a set of raw actuals.
You need the pack delivered reliably by the 5th, with commentary that explains the movements.
You are raising in the next 12 months and need a clean run of monthly financials.

This is not the right fit if:

You want a blank spreadsheet to fill in yourself — the pack is built around your numbers and systems.
You have no budget to compare against yet — build one first, or start with a modeling engagement.
Your books are months behind — that needs fixing before any pack means anything.
You need statutory or audited accounts, which is an auditor's engagement.
You already produce a trusted monthly pack and only need it administered.

This is a sample of a finished pack, built around a real business. To see one built on your own numbers — your entities, your budget, your investors — book a call and we will scope it with you.

Next step

See a pack built on your own numbers.

A short call to look at who you report to, what your close looks like today, and how far your current reporting is from what your investors expect. From there we scope the format and the monthly cycle.

Book a call to get started → See the sample pack →

No obligation. No sales sequence.

If you want something to use today

This pack is a deliverable. These are downloads.

Free Excel tools you can pick up and run yourself, no setup required.

Budget vs Actual Variance → Monthly and YTD P&L variance with a GL mapping layer you set up once. Investment Valuation → DCF, payback and return on capital, with multiple-based cross-checks. 13-Week Cash Flow → Week-by-week cash forecast for the quarter, with your lowest cash week flagged. Weekly Cash Decision → Who to pay this week, and what to chase, in ten minutes every Monday. Burn Rate & Runway → Gross and net burn, runway in months, and the month cash turns negative. All free templates → Every Excel tool we publish, in one place.

Frequently Asked

Questions about the pack, answered honestly.

Can I download this MIS pack as a template?

No — a pack is built around your entity, your chart of accounts, your budget, and the investors who read it, so there is no meaningful blank version. If you want something you can download and use today, our free templates cover budget versus actual variance, 13-week cash flow, weekly cash decisions, burn rate and runway, and investment valuation.

What is in a monthly investor MIS pack?

A one-page executive summary and KPI dashboard; the P&L, balance sheet and cash flow shown as actual versus budget versus prior period; working-capital and cash metrics; and written variance commentary explaining every material movement. The sample shows all of it on a real month.

Who is the pack for?

Boards, PE and VC sponsors, angel and family-office investors, and lenders running covenant reporting. Any business that has taken outside capital and now has to report to it on a regular cadence.

How quickly can it be delivered each month?

By the 5th, backed by a documented close calendar. The point of the pack is not polish, it is reliability — the same format, on the same date, every month, so the reader can trust it and compare at a glance.

Is the sample really free? Any catch?

Yes — the sample pack is free to view, no email required. We ask for a call only if you want one built on your own numbers, so we can scope it properly rather than quote blind.

What if I want this produced for me every month?

EasePro's Investor Reporting Services produce the monthly pack for you: a single standardised format delivered by the 5th, KPI dashboards, multi-entity consolidation where needed, and the variance commentary that explains the numbers rather than restating them.

The pack is the easy half. Producing it reliably, every month, is the work.

A pack is only as good as the cadence behind it. EasePro's Investor Reporting Services deliver the monthly MIS pack in one standardised format by the 5th — KPI dashboards, actual-versus-budget variance with written commentary, and multi-entity consolidation where the group needs it.

See Investor Reporting Services → Book a free 30-min call →

Founders from global advisory firms, supported by an in-house trained team of finance professionals. Big Four-grade depth with our own standards for accuracy and data security.