FINANCE & PORTFOLIO TEAMS
The monthly board pack,on autopilot
Sponsors expect a consistent, on-time report every month, and finance teams burn days rebuilding it by hand. Fundrev assembles the board pack automatically from one source of truth, so every cycle ships accurate, in the sponsor's format, and on schedule.
The Problem
7 weeks from data to decision
Manual workflows trap finance teams in a cycle of overlapping deadlines and stale data. By the time the board acts, the numbers are nearly two months old.
And the December close has already started before the November pack is discussed, so the team is forever reporting on numbers that are weeks out of date, with no time left to actually move them.
What Fundrev does
Sponsor-ready templates, pre-built
Packs generated automatically each month
Drill-down from any figure on demand
How We Work
Reporting, on rails
A board pack the sponsor trusts takes one agreed set of numbers, a consistent format, and a process that runs the same way every month, without a fire drill before each meeting.
That is why we built Fundrev: we wire your reporting to a single source of truth, then automate the assembly so the pack ships itself.
Our AI-native platform keeps every figure traceable, so when the sponsor asks “why,” the answer is one click away.
01
Lock the numbers to one source
We connect your systems to a single warehoused model and agree the definitions the sponsor cares about (revenue, EBITDA, KPIs) so every figure has one canonical value.
From then on, the pack draws from that model, not from a patchwork of exports that drift apart between months.
02
Template the pack once
We build the sponsor's preferred layout, sections, commentary, charts, and variance views, as a reusable template wired directly to the model.
The structure is set once and reused every cycle, so formatting stops being a monthly task.
03
Ship it automatically
Each period, Fundrev refreshes the data, regenerates the pack, and flags anything that moved, ready for review instead of assembly.
The report lands on time, ties out to the source, and every number can be drilled into the moment the sponsor asks.