ClariFi · Board Pack Generator
Board packs built from your books, signed off before they go out
Most finance tools show you charts. Your board wants a narrative. ClariFi builds your board pack from actuals and plan, explains what moved, flags the variances that matter, and our experts check every section before an investor sees it.
Part of the Growth plan, from $799/mo.
See the output
What a ClariFi board pack actually contains
Sample output
Board Pack, Month Ended March 2026
1. Executive narrative
From your reviewed CFO memo
- Revenue grew 11% month over month to $1.44M ARR, the third consecutive month above plan.
- Net burn held at $186K as two senior engineers started, leaving 14 months of runway.
- The board asked last month about CAC payback: it improved from 19 to 16 months.
2. KPI summary
Pulled from the 48-KPI dictionary
- ARR $1.44M · MRR $120K · Net new ARR $143K
- Gross margin 78% · Net revenue retention 112% · Logo churn 1.4%
- Net burn $186K/mo · Runway 14 months · Burn multiple 1.3x
3. Variance analysis
Plan vs actual, with the reason
- Revenue $120K vs $116K plan, ahead by 4% on faster enterprise close rates.
- Headcount spend $214K vs $180K plan, over by 19%: two hires landed a month early.
- Marketing $31K vs $45K plan, under by 31% as a paid pilot was deferred to Q2.
4. Cash and forecast
13-week rolling view
- Cash on hand $2.6M across operating and treasury accounts.
- 13-week forecast shows a low point of $2.21M in week 9, before the Q2 collections cycle.
- Base case reaches the next raise window with 6 months of buffer.
5. Risks and recommendations
What the board should watch
- Burn multiple holds at 1.3x through the next two hires on plan, then drifts to 1.6x in Q3.
- Concentration stays low: 84 accounts, and the largest is 9% of ARR.
- Base case puts the next raise in Q1 2027; the downside case pulls it into Q4 2026.
The figures above describe a fictional company and are shown only to illustrate the format. Your pack is generated from your own ledger.
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How every pack is built
From your books and your plan
Actuals come from your reconciled ledger, synced daily. Plan figures come from your budget, with locked budget versions and reforecasts kept as they were approved.
A narrative you have already reviewed
The executive summary is drawn from your monthly CFO memo after it has been reviewed, and ClariFi explains exactly what moved each headline number.
Variances that matter, and who explained them
One materiality threshold, set for your business, decides which variances are flagged. Each variance note shows who wrote it and when.
Checked before it goes out
Our team generates the pack and our experts review every section before it reaches an investor. Every number traces back to its source.
Everything a raise asks for, from the same numbers
Investor updates
Send updates built from the same numbers, with a record of every update sent: what, to whom and when.
Due-diligence data room
A seven-section due-diligence data room, built on demand, ready before an investor asks.
Fundraising readiness
A 0 to 100 readiness score against your industry and stage, so you know what to fix before you raise.
New to board packs? Read what a board pack is.
Frequently asked questions
What does a ClariFi board pack contain?
A PDF built from your actuals and plan, with sections your team can turn on or off: executive summary, financial highlights, revenue analysis, key metrics, budget variance, cash position, and risks and recommendations. The narrative comes from your reviewed CFO memo, and the figures are presented as tables.
Who builds the board pack, and who checks it?
Our team generates it in ClariFi from your reconciled books and your plan, and our experts review every section before it goes to your board.
Which plan includes the Board Pack Generator?
Board packs, investor updates, the data room and fundraising readiness are part of the Growth plan, from $799/mo, alongside full fractional CFO support.
Where do the variance explanations come from?
Budget against actual uses your budget and its locked versions and reforecasts. One materiality threshold, set for your business, decides which variances are flagged as material, and each variance note records who wrote it and when.
Your next board meeting, prepared
30 minutes with our team. We'll show you a board pack built from your own ledger.
