Additional Obligations: The Importance of Reporting for Startups

Startups seeking investment often encounter requirements from funds regarding reporting, compliance with key performance indicators (KPIs), and conducting regular meetings with investors. These additional obligations can create a significant burden on teams, diverting attention from key business processes. In this article, we will explore the types of reporting that must be provided to investors, the important metrics to track, and how specialized companies can assist in this process.

Types of Reporting

1. Quarterly Reports: Typically include financial metrics, cost analysis, operational results, and achievements for the quarter.

2. Annual Reports: Summarize financial results for the year, strategies, future plans, and major achievements.

3. KPI Reports: These may include growth metrics, customer retention rates, profitability, and other critical business metrics.

4. Investor Presentations: Regular meetings with investors are often required, during which updates on key metrics and development strategies are presented.

Key Metrics for Reporting

It is important for investors to receive information on the following metrics:

- Revenue: The total income generated during the reporting period.

- Net Profit: The difference between income and expenses.

- Customer Base: The number of new and existing customers.

- KPIs: This may include growth indicators (e.g., user growth, revenue per user, etc.).

- Financial Forecasts: Expected results for the upcoming quarters.

Burden on Startups

Meeting all these requirements can be a significant burden for startup teams, diverting them from their core activities. Here, specialized companies can come to the rescue, offering a comprehensive suite of services for collecting performance metrics and maintaining investor reporting.

We can also offer this specialized support for startup reporting to investors at invests.ch/start

How We Can Support You with Post-Investment Reporting:

- Quarterly Reports: Detailed and structured reports on key metrics.

- Annual Reports: A complete summary of results and analyses for the year.

Moreover, investors also benefit from this support, as they receive startups that can provide the necessary transparency and reporting in their development. This not only facilitates the collaboration process but also enhances trust in the startup.

Conclusion

Working with a fund can be effective and productive if startups are prepared to meet all reporting requirements. However, this process should not become burdensome.

We are ready to take on these obligations, allowing startups to focus on their growth and development while we ensure high-quality reporting and support.

Feel free to reach out at hello(@)invests.ch