You raised the round — now investors expect reports your team isn’t built to produce. EasePro delivers the investor reporting cadence funded early-stage and expansion-stage US businesses need: the board packs, KPIs, and updates investors actually ask for.
The team that closed the round is rarely the team that can report to the investors who funded it. The board pack, the KPIs, and the monthly cadence all land at once — and every number has to hold up.
Which of these signs is your investor reporting showing right now?
30 minutes. We map the reports your investors actually expect.
A brief note on the gaps in your current reporting.
Agreed deliverables, cadence, and fee. No minimum term.
Your first deliverable, built and passed through our four-eye review.
Monthly MIS and board packs, delivered by the 5th, every cycle.
Real engagements from our reporting team.
A pharma group with more than 20 entities ran its consolidation manually every month — intercompany elimination in spreadsheets on individual laptops, FX translation redone each cycle, and the pack delayed whenever anyone was away. We rebuilt it in Excel 365 with structured automation: a single source of truth for intercompany, audit-standard FX documentation, and entity-level plus consolidated packs in one cycle. Manual effort and reporting timelines dropped sharply.
A client's audit had become a six-month annual ordeal — friction over working-paper formats, undocumented consolidation memos, and FX translation queries nobody could answer. We restructured the entire audit documentation set: working papers indexed and referenced, consolidation memos prepared in advance to tier-1 audit-firm standard, and FX documented with currency, rate, and basis — and took over auditor query management. The audit closed on time with minimal escalation.
Not every engagement needs all six. A VC-backed Series A business typically needs the monthly MIS pack, the board pack, and the KPI dashboard. A PE-backed multi-entity business adds consolidation and audit readiness. An angel-backed business may only need a quarterly update deck. We scope the deliverables to your actual investor mix and reporting obligations.
Management accounts by the 5th, in the format investors expect.
A board pack that builds confidence, not more questions.
Consolidated and entity-level packs, produced in one cycle.
Everything the auditors need, ready before they arrive.
Consistent investor updates that hold confidence between meetings.
One standardised format — same structure, every cycle.
The pre-linked investor-pack template our team builds on.
Download Free Template →“Anant is one of the few people I trust to tackle complex financial challenges, because he consistently delivers high-quality results. His expertise in FP&A, financial modeling, and Excel is exceptional.”
“I've personally used EasePro for financial modeling, valuation analysis, and beautifully designed decks. The work is always first class, very detail-oriented and highly professional — and most of all, they're just really great people to work with.”
“It's been a good addition to our firm. My recommendation to anyone is that this is a trusted relationship you can build — and you'll be pleasantly surprised.”
A generic playbook doesn't work across industries. We tailor every engagement to your sector's dynamics.
A real investor reporting service delivers six things:
Most providers deliver only the first two. EasePro covers all six, on a single retainer. More about our team →
Five practical tests that work regardless of who you’re evaluating:
Most providers cannot pass all five. We welcome every one of these tests in our discovery process. Book a free 30-minute call to test us →
Formal investor reporting becomes necessary at four points:
Typical revenue threshold: Most US SMEs reach this point at $5M–$10M revenue, sometimes earlier. Many EasePro engagements start the month after a fundraise closes, when the team realises the investor cadence is now real.
FP&A and investor reporting are two distinct functions. FP&A is the analytical function — it produces the underlying numbers (budget, forecast, variance commentary, scenario modeling, unit economics) and is internal-facing. Investor reporting is the communication function — it packages those numbers and the surrounding business narrative for external stakeholders on a defined cadence, and is external-facing.
Most businesses need both. The investor reporting layer sits on top of FP&A. At EasePro we deliver them as an integrated engagement — same team, same data, no consistency drift between internal MIS and the investor pack. See how FP&A fits with investor reporting →
Yes. Multi-entity consolidation is a core capability — we build and maintain consolidation models that eliminate intercompany transactions, translate foreign currency balances, and produce a single consolidated reporting pack alongside entity-level reporting. For a pharma group with more than 20 entities, we built this using Excel 365 automation, reducing manual effort and reporting timelines significantly. Audit readiness is the parallel deliverable — working papers indexed and referenced, consolidation memos prepared in advance, FX translation documentation produced to the standard a major audit firm requires. We managed audit documentation for one client whose US CPA firm was creating friction with a tier-1 audit team — and transformed the audit cycle from a six-month ordeal into a fast, structured process with minimal queries. See the consolidation case study →
Four differences:
Pricing context: Scope-based — typically materially below the $3,000–$8,000/month comparable US firms charge for equivalent depth. More about EasePro →
Book a free 30-minute finance clarity call. No pitch. We review your investor mix, your current reporting cadence, and the deliverables your investors actually expect — then tell you the scope your business needs. If we’re not the right fit, we point you somewhere better.