Board MIS from numbers we already audited.
Monthly KPI pack, cash bridge, board MIS — generated from the same audited substrate the audit and reports run on. For founders, no more re-keying at 1am the night before. For investors, real numbers from portfolio companies, in a shape that's actually comparable.
Investor-ready, on the first of every month — without the spreadsheet.
The MIS your investors expect is mostly the same numbers you already track for the board. The problem is shaping them, every month, identically, with definitions that don't drift, while you're also running the business. Raven generates the pack from numbers it has already audited — the same ones you use for management reporting — so the MIS, the board deck and the books agree by construction.
- Monthly KPI pack
- Revenue, MoM growth, gross margin, contribution margin, net burn, runway, headcount cost — auto-generated, with definitions that don't drift between months.
- Cash bridge
- Opening cash → operating in → operating out → financing → closing cash. Pulled live from reconciled bank flows, not retyped.
- Period-over-period
- MoM, QoQ and YoY views on every measure. Same definitions across periods — because they're the same measures.
- Audit-grade flags
- Customer concentration, statutory exposure (MSMED §15, GST, TDS), collection-rate dips — surfaced as disclosures, not hidden.
Portfolio visibility that actually rolls up.
Investors get monthly numbers from portfolio companies in twenty different shapes — PDFs, Sheets, decks, sometimes nothing at all. When portfolio companies are on Raven, the numbers arrive in the same shape every time, generated the same way, with every KPI clickable down to the underlying invoices and bills.
- Standardised schema
- Every portfolio company uses the same measures (revenue_recognised, gross_margin, net_burn, runway_months). No more reconciling spreadsheets.
- Drill to source
- Every KPI on the MIS clicks through to the invoices, bills and bank lines behind it. No reformatted numbers, no hand-typed totals.
- Anomaly surfacing
- A margin drop, a customer-concentration breach, a runway shortening below 9 months — surfaced before the board call, not at it.
- Read-only, by invite
- Founders share with named investors. Read-only access. Revocable any time. No write path back to the books, ever.
Same engine. Same numbers. Same definitions.
The MIS isn't a separate report fed by a separate query against a separate copy of the books — it reads the same governed measures the audit, the P&L and the planning views read. So a founder can't accidentally send investors numbers that won't survive an audit, and an investor can trust that what's in the MIS is what's in the books.
Every change is logged with user, timestamp and reason. Every claim cites the records behind it. Investors aren't taking a number on trust — they can see where it came from.
Early access, shaped by design partners.
Investor reporting is in flight on top of the reporting and reconciliation layers. We're working with a small set of seed and Series-A funds + their portfolio companies to make sure the MIS, the schema and the drill-down behaviour match how investors actually read these numbers.
Roadmap · for founders raising and investors who want the data their portcos already keep.
Stop emailing PDFs. Start sharing real numbers.
Connect Zoho today for audit + reporting, and join the early list for investor reporting and portfolio dashboards.