Board Pack & Executive Summary — Narrative, Finance Framing

Name: Board Pack & Executive Summary — Narrative, Finance Framing
Price: 19 USD
Availability: InStock
Author: Agensi

by Vivek K

Uncomfortable facts—concentration risk, burn over plan, delayed mega-deals—get softened until Q&A goes badly.

$19

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You say

Company: HelioGrid — Series B climate-tech VPP platform for utilities Period: Q2 2026 board Board: growth VC, climate fund, ex-utility operator, financial director

Metrics: 420 MW (target 500), ARR $12.6M (target $14M), GM 61% (target 65%), NRR 112%, burn $890k/mo (ceiling $800k), cash $18.4M, pipeline $7.1M vs $9M Progress: optimizer shipped; ERCOT connector 70% / 5 wks late Risks: MidwestCo ~90 MW stuck on PUC docket; River Municipal SLA escalation Draft ask: approve +4 field FTEs

Compose pack: tension, red flags, finance, decidable options, Q&A. No invented metrics.

Your agent does

Board Pack & Executive Summary

1. Pack Summary

Mode: Compose · Series B climate/VPP · Q2 2026 Verdict: NEEDS-STRENGTHENING

2. Executive Summary

420 MW (+60 QoQ) and $12.6M ARR (+18% QoQ) but under plan. Burn $890k above $800k ceiling; ~20.7 mo base runway on $18.4M cash (heuristic). Elephant: MidwestCo PUC delay while asking for more FTEs. Recommend phased hire (Option B), not blanket +4.

3. Narrative arc

Headline: real growth; regulatory timing + burn discipline are the story. Tension addressed head-on with controllable actions (ERCOT, River war-room, phased spend).

4. Red flags (framed)

Plan miss on MW/ARR · burn over ceiling · GM mix · MidwestCo binary · River escalation

5–6. KPIs + financial intelligence

Dashboard with target/actual/so-what; burn multiple heuristic; base/downside runway; unit economics marked incomplete (data gaps).

7–8. Progress & risks

Optimizer shipped; ERCOT late; CS automation blocked. Risks owned with mitigations.

9. Decidable ask

A full +4 · B phased 2 now + gate · C freeze → recommend B

10. Q&A rehearsal

MidwestCo real? · Hire into miss? · Services company (GM)? · River churn? · True runway?

11–14. Appendix, trajectory N/A, data gaps, path to BOARD-READY

Not financial advice. JSON includes full structure + not_financial_advice: true

What you get

Compose a quarterly board pack from ops and finance inputsCritique a draft deck before directors see itRehearse tough board questions with ranked answersTurn a messy metric dump into an executive one-pagerMake a hire or budget ask decidable (options + recommendation)Track narrative trajectory vs a prior pack (Track mode)

About this skill

The problem

Board packs often bury the only thing directors care about under operational noise.
Uncomfortable facts—concentration risk, burn over plan, delayed mega-deals—get softened until Q&A goes badly.
Asks like “approve more headcount” arrive without options, recommendation, or capital context.
Founders under-rehearse the questions a VC, operator, or financial director will actually ask.

What it does

Adapts to company stage and board composition (VC, climate/impact, operator, financial).
Builds a narrative arc with the elephant in the room named and addressed.
Surfaces red flags with pre-emptive honest framing and a plan.
Runs financial intelligence on your numbers: burn multiple heuristics, base/downside runway, unit-economics coherence checks, gross margin context.
Contextualizes every KPI (target, actual, trend, variance, “so what”).
Rewrites vague asks into decidable decisions with options and a recommendation.
Produces a ranked Q&A rehearsal with answers and data to have ready.
Issues BOARD-READY / NEEDS-STRENGTHENING / NEEDS-DATA with a clear path.

Frameworks & tools

Modes: Compose, Critique, Rehearse, Track.
Works for SaaS, climate-tech, marketplaces, and other venture-backed or growth companies—stack-agnostic.
Compatible with Claude Code, Cursor, Codex CLI, OpenClaw; no live board portal integration required.