CFO PLAYBOOK · BOARD AND INVESTOR READINESS

Board Pack Health Check^™

Ten checks to see whether your board pack builds investor confidence, or creates more questions.

Most board packs do not fail because the numbers are wrong. They fail because the story is unclear, production is unsustainable, and the KPIs do not connect to the value creation plan. This scores where yours stands before your next board meeting.

What you get

• Ten scored checks

  Investment thesis alignment, one version of the truth, variance clarity, forward visibility and cash insight.

• A number you can act on

  Score each item nought to three for a total out of thirty, so you can see which two things to fix first.

• Written for the board conversation

  Each check is phrased as the question a sponsor would ask, not as an internal finance standard.

For CFOs, Finance Directors and Heads of FP&A in PE-backed and founder-led businesses

10 checks · scored out of 30 · PDF