Opening decisions
Name the approvals, choices, and advice required before reviewing the materials.
Reporting architect / 4 minutes
Build the board conversation before building the slides.
Choose the company context and the decisions that matter now. The builder recommends a concise agenda, evidence set, and KPI spine that keeps reporting connected to action.
What should the board see, discuss, and decide at the next meeting?Nothing entered here is stored or transmitted.Recommended board architecture
Seed / Recurring revenue
Lead with the decisions. Put recurring evidence behind them and move reference material to an appendix.
Performance and learning
Explain plan versus actual for the recurring revenue model and what leadership learned.
Cash and operating plan
Connect runway, forecast changes, and the decisions expected before the next quarterly review.
Growth plan
Frame the current position, evidence, alternatives, and decision requested from the board.
Actions and owners
Confirm decisions, owners, dates, and the evidence that will return at the next meeting.
Suggested KPI spine
ARR / MRR movementNet revenue retentionGross retentionGross marginCAC payback
Use only measures with an owner, stable definition, trusted source, and a decision they can influence.Next meeting
Discuss board reportingTurn this architecture into a consistent reporting cadence.
How to use the result
A prompt for a better decision—not a verdict.
The output reflects only the information selected in the tool. Use it to identify questions, gather source evidence, assign ownership, and decide where professional judgment is warranted.
Startup conditions change quickly. Revisit the assessment when the operating plan, team, financing path, or underlying evidence changes materially.