CFO & Strategy
Board Meeting Financial Prep
Collated by Harry Prabandham
Curated by Rubric Financial
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What to Present
- P&L vs budget with variance explanations for any line item deviating more than 10-15% — board members want to understand the why, not just the what.
- Cash position, burn rate, and runway projection — include both the current runway and a scenario showing runway under different hiring and revenue assumptions.
- Key KPIs and operating metrics: ARR, MRR growth, NRR, CAC, LTV, headcount vs plan — present trends over the last 3-6 months, not just the current period.
- Hiring update: actual headcount vs plan, open roles, time-to-fill, and any changes to the hiring plan with rationale.
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