DWDana WhitfieldFractional CFO
Board Reporting

Board & Investor Reporting

A board package investors respect — and a CFO in the room.

Board & Investor Reporting

I build the reporting cadence, write the board deck’s finance section, and (when you want) present it — so your board meetings build confidence instead of burning it.

For: Founders dreading the next board meeting or scaling investor comms.

You probably need this if…

  • Board decks are a fire drill
  • Investors ask the same questions twice
  • No consistent KPI reporting
  • You present numbers you don’t fully trust
  • New board members joined post-raise

What I deliver

  • Board deck — finance section
  • Monthly investor update template
  • KPI dashboard & reporting cadence
  • Board-meeting prep & rehearsal
  • I present, if you’d like me to
Questions

Common questions

Often paired with

Related workstreams

Fundraising

Walk into the room with numbers your lead will believe.

I build the model, the data room, and the financial narrative — then sit beside you through diligence so the round closes on your terms.

How this works →

FP&A

A single source of truth you can actually steer by.

I build real FP&A from whatever you have today: a driver-based model, a clean monthly close, and dashboards that answer “how are we doing?” in one glance.

How this works →
Let’s talk

Bring me in before the round.

A 30-minute discovery call — direct, no pitch. We’ll talk through where you are, what hurts, and whether I’m the right fit. If I’m not, I’ll tell you who is.