Sample
See what you'd actually receive.
A full monthly board pack, built from realistic demo data. This is the same structure your reports will use. Nothing held back, no email required.
What's in it
- • Where you stand, at a glance Traffic-light cards for cash, runway, margin, debtor days and more, marked green, amber or red against the goals you set.
- • Last month's decisions, graded Every recommendation we made, checked against what the numbers actually did. We mark our own work.
- • What the numbers mean Plain-English commentary on profitability, working capital and how you compare to your industry.
- • Where the cash is heading Forecast scenarios computed by formula from your own data, not a number the AI made up.
- • Progress since day one Quarterly: how every key metric has moved since we started, plus a year-in-review each year.
- • The decisions for next month A short, specific list, each one sized in dollars, plus an agenda for the call.
The structure above is the same for every client. What changes is the calibration — the benchmarks, the operational measures and the language all follow your industry.
Bayside Constructions — August 2026
Retention and work-in-progress tracked as standard, job-level margin, progress-claim discipline, and the statutory payment exposure a builder actually carries.
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No email gate. Free to download and share.
Meridian Studio — August 2026
Revenue and gross profit per head, billable utilisation, proposal win rate, and the client-concentration risk that comes with a handful of large accounts.
Download this sample
No email gate. Free to download and share.
These two are examples, not the limit. We work with all industries. Your benchmarks, the operational measures we track and the language we use are all calibrated to the business you actually run. If your industry has a number that matters and these samples do not show it, that is a conversation, not an obstacle.