Investor reporting & governance intelligence
Turn company signals into investor confidence.
Boardroom by Stellaris transforms investor updates, KPI sheets and founder context into board-ready narratives, risks, asks and KPI commentary.
Built for founders who need investor updates they can defend.
Source-backed by default. Founder-approved before anything ships.
Live signals
Boardroom Workflow
From raw inputs to an investor-ready memo
Inputs
Investor Update
Previous quarter
KPI Sheet
Revenue · burn · retention
Founder Notes
Context & priorities
Investor Narrative
Founder review
Net revenue grew 24% QoQ, led by enterprise expansion, while burn held flat. Retention improved to 94% as onboarding shipped in August.
Narrative
Risks
Asks
KPI Commentary
Every claim linked to a source · Founder-approved before it ships
The problem
Investor reporting breaks because the truth of the company is scattered.
By the time an update is due, the real story is spread across dashboards, documents, and conversations. Assembling it is slow, and every gap quietly erodes investor confidence.
Metrics live in spreadsheets
KPI sheets, billing exports, and models drift apart. No one is sure which number is the current source of truth.
Context lives in your head
The why behind every movement — the wins, the misses, the judgment calls — never makes it out of the founder’s mind.
The narrative is rebuilt every quarter
Each board cycle starts from a blank page, stitching updates together by hand under deadline pressure.
How it works
From scattered inputs to an investor-ready narrative.
A guided workflow that keeps you in control while doing the heavy lifting of assembly, drafting, and evidence.
01
Upload
inputs
Drop in investor updates, KPI sheets, and exports. Boardroom reads and structures them.
02
Add founder context
Capture the why in your words — the calls, caveats, and color behind the numbers.
03
Generate
narrative
Boardroom drafts a board-ready story: highlights, risks, asks, and KPI commentary.
04
Review
evidence
Every claim links back to its source metric, note, or explicit inference for review.
05
Review and
send
Ship a polished investor update or board summary, ready to send with confidence.
What you get
Board-ready outputs, generated from your own signals.
Every deliverable is assembled from your inputs and grounded in evidence — so what you present is both fast to produce and defensible in the room.
Investor updates
A ready-to-send update in your voice, structured the way investors expect.
Q3 Investor Update
Draft
Narrative
Board summaries
A concise board-ready summary that leads with what matters and holds up to scrutiny.
Board Pack
4 pages
Risks, blockers & asks
A clear register of risks, blockers, and specific asks, surfaced instead of buried.
Runway tightening
Risk
Intro to 2 enterprise leads
Ask
KPI commentary
Plain-language commentary on every metric. What moved, why, & what it means
Retention improved to 94%
Source-backed claims
Each important claim carries a link to the metric, note, or document it came from.
Revenue grew 24% QoQ
Stripe
Burn held flat
Ledger
Confirmation flags
Anything uncertain or inferred is flagged for your confirmation before it ships.
Founder approved
Aug 30
Needs founder review
Example output
See a sample Boardroom memo
A fictional example — AtlasAI, a Series A B2B SaaS — taken from raw inputs to an investor-ready memo.
Generated by Boardroom
AtlasAI
Series A · B2B SaaS
Inputs
KPI Sheet
Revenue · burn · retention
Founder Notes
Context & priorities
Previous Update
Q2 recap
Investor Narrative
AtlasAI grew net revenue 31% QoQ to $1.4M ARR, driven by three enterprise expansions. Burn held flat at $210k per month, extending runway to 17 months. Net retention reached 118% after the new onboarding flow shipped in August.
Risks
Pipeline concentrated in 4 enterprise accounts.
Senior engineering hiring behind plan.
Asks
Warm intros to 2 fintech design partners.
Feedback on the Series B narrative this month.
Source-backed claims
Net revenue $1.4M ARR
Stripe
Net retention 118%
Product DB
Trust layer
Every important claim is grounded in evidence.
Source document
A specific export, sheet, or file.
Metric
A tracked value from your data.
Founder note
Context you provided directly.
Explicit inference
A reasoned link, clearly labeled.
Confirmation flag
Held for your sign-off before sending.
Source-backed claim
Verified
“ARR grew 18% quarter over quarter, driven by 27 net new logos and expansion in the mid-market segment.”
Metric · ARR
Stripe export
Founder note
Confirmation flag: mid-market attribution is an inference — confirm before sending.
Founder truths
What we keep hearing from founders
The hardest part of investor updates isn’t the numbers. It’s explaining what changed and why it matters.
Investors don’t just want metrics. They want judgment.
Most founders already have the data. They struggle to tell the story.
Get started
Book a founder demo
Bring your latest investor update, KPI sheet, and founder notes. We’ll show how Boardroom turns them into an investor-ready narrative.
Book a founder demo