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This template is used by startups and investors to communicate key financial figures. Startups can create reports and send PDFs to investors on a regular basis, while investors can use Octoboard's ChartMogul integration to directly check the status and performance of companies.

For VCs, it's very important to protect their investments and monitor the health of companies without overloading them with unnecessary reporting work. Instead of calling more frequent meetings, angel investors and VCs ask startups to log into Octoboard and add ChartMogul, Stripe, Xero and other connections. As soon as these connections are created, investors can use Octoboard to check financial, marketing and sales metrics whenever they need them, without inconveniencing startups CEOs and CFOs.

Octoboard works with thousands of businesses to provide online dashboards and accurate, timely reporting for investors. Our ChartMogul integration offers another great way to track revenue and performance data — all in one place.