We speak the language investors actually understand
Financial reporting shouldn't feel like decoding ancient manuscripts. We've spent years working with investors who just want straight answers about where their money's going and what it's doing.
How we think about financial clarity
Most reporting systems were built for accountants, not the people actually reading the reports. We started from scratch in 2019, asking investors what they wished they knew.
Context before numbers
A figure without context is just noise. We build narratives around data that explain what changed, why it matters, and what comes next. Your investors remember stories, not spreadsheets.
Patterns over single points
One quarter tells you almost nothing. We track movements across time periods, showing trends that reveal actual business health rather than isolated moments.
Visual hierarchy that works
Information architecture matters more than people think. We test layouts with real investors to see what catches attention and what gets ignored completely.
Different reporting needs require different approaches
Not everyone needs the same depth or frequency. We've built formats that adapt to how different stakeholders actually consume information.
Executive summaries
Board members scan reports in under five minutes. We distill quarterly performance into what changed materially and what decisions need attention now.
Detailed breakdowns
Some investors want every line item explained. These reports go deep into variance analysis, segment performance, and forward projections with supporting detail.
Visual dashboards
Live data feeds that update automatically. Great for investors who check in frequently and prefer charts to paragraphs when tracking ongoing metrics.
What's changing in investor expectations
The reporting standards that worked in 2020 don't meet current demands. Investors have gotten more sophisticated about what questions to ask and what red flags to watch for.
Sustainability metrics moving mainstream
ESG reporting used to be optional window dressing. Now institutional investors expect carbon accounting and social impact metrics alongside financial performance. Australian regulations are catching up to European standards faster than most companies anticipated.
Real-time expectations
Quarterly reports feel outdated by the time they're published. Investors want monthly updates at minimum, with key metrics available on demand. The technology exists, so patience for delays has evaporated.
Scenario planning as standard
Nobody wants just historical data anymore. Forward-looking scenario models showing best case, likely case, and stress scenarios have become table stakes for serious investors evaluating risk exposure.
Who's behind the reports
Small team, mostly former analysts who got tired of producing reports nobody read. We wanted to build something actually useful.
Freya Lindstrom
Chief Analytics Officer
Spent eight years at institutional funds watching companies produce terrible investor reports. Built our first reporting framework in late 2023 after one too many incomprehensible quarterly statements. Still reads every report we produce before it goes out, which probably says something about control issues but also about caring what we ship.