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Investor and Board Reporting Software

Bring the board, on board

Strengthen one of your most critical partnerships. Easily share your growth plans, develop a fundraising strategy, and automate investor reporting packages.
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Trusted Partners

Increase transparency and trust with your advisors

Board meetings are a chance to review company performance and align on strategy. They are vital for addressing issues affecting growth and helping bring the future of a company to light. They also require weeks of grueling preparation — often at the expense of other strategic priorities.
Take one step closer to the next round of venture capital without all the stress. Streamline financial analysis and easily manage tough investor questions so you can lean on the board for what matters most — high-quality advice.

investor communications

Keep investors up to date

Keep stakeholders informed and excited with insightful quarterly reports and regular updates that highlight progress. Use real-time data to answer second and third-level questions and maximize investor confidence without hours of manual work.

Three statement financials

Ad hoc performance reports

Custom SaaS metrics

due diligence

Knock out fundraising requests in minutes

Transform the grueling due diligence process into a seamless exercise. Automate calculation and consolidation of financial projections and KPIs to deliver what investors and potential investors need to drive funding decisions.

Cash flow projections

Sales projections

Financial and operational metrics

Cohort and customer metrics

meeting prep

Streamline board deck creation

Save hours of prep time with Mosaic’s metric catalog. Easily present visually optimized KPIs and dashboards or load them directly into your investor materials.
Download Mosaic's Board Deck Template

Highly recommend Mosaic for analysis and board reporting.

Matt DoughertyFinance and Strategy Director

Frequently asked questions

How does Mosaic help me improve investor relations?

Mosaic integrates data from your most important source systems — CRM, HRIS, ERP, and billing systems — to eliminate the tedious, manual, error-prone headaches of board deck prep in spreadsheets. Intuitive data visualization and collaboration tools make it easy to create a self-service investor portal that the board can use to get up to speed on company performance quickly.

What do VCs and private equity firms expect from a pitch deck or board report?

Who are the typical users of Mosaic?

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