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Present to Your Board Like a Fortune 500 CFO

Investor-ready monthly reporting template with executive summary, financial highlights, KPI scorecard, cash position analysis, and strategic narrative sections. Everything your board needs to see — nothing they don’t.

✓ Executive summary template with key highlights
✓ Financial dashboard with month-over-month trends
✓ KPI scorecard with red/yellow/green indicators
✓ Cash flow and runway analysis section
✓ Strategic narrative framework for context and outlook

Board Reporting

Package

Executive Summary

Financial Highlights

KPI Scorecard

Cash Position

DMW Advisory

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Built by Mike Wang, CFA | MBA, USC Marshall | Former Wells Fargo Securities & Morgan Stanley