A new investor has joined
The investment partner expects monthly reporting with fixed KPI definitions, a baseline, plan-versus-actual variances and commentary, usually within ten working days after month end. Until now, the team has built it from exports, each month takes a week and definitions change with every follow-up question.
What Finton delivers
- Investor reporting from source systems: a board pack and KPI set with fixed definitions, reproducible every month and with drill-down to the original document
- Plan-versus-actual variances with explanations by entity, customer or channel
- An audit log that traces every metric to its source, rule and version
