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Controlling and FP&A

Investor Reporting

Individual, professional reporting to investors

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Good communication with investors is essential to promote long-term partnerships and company growth. Thanks to our many years of experience, we understand the expectations of investors and can provide high-quality reporting that meets the highest standards.

We offer effective solutions for your challenges

Lack of time

Compiling all the necessary information takes time. In addition to the day-to-day tasks, employees usually have little capacity for meaningful investor reporting. By taking on this task, we take the pressure off your team.

Determination of the scope

In addition to the profit and loss account, there are numerous other reports that provide information about a company's financial situation. It is not always easy to estimate how transparent you should be in your communication. Thanks to our many years of experience, we can adapt the scope of your investor reports precisely to individual requirements.

Contractual requirements

Investor reports are not required by law, but are contractually stipulated for some investors. If there are many investors, individual agreements can easily be forgotten. We gain an overview of all contracts and ensure that all requirements are fully implemented.

Root cause analysis

Investors expect more than just the mere presentation of figures - an explanation is also required, especially in the case of significant deviations. A lack of understanding on the part of employees as to the causes of deviations can affect investor confidence. We analyze your financial data in detail and find the reasons for irregularities.

Delayed data receipt

The basic requirement for investor reporting is that all relevant financial data is available on time, in full and correctly. If your accounting department is overloaded, errors or delays can occur. We structure the process to ensure that the reports are prepared on time.

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That's why so many companies choose us for their investor reporting

We adapt the structure of investor reporting to the interests of investors.
We communicate all data transparently and ensure that it is up to date.
We improve the efficiency of reporting processes through automation.
We guarantee professional preparation of the company's financial developments.
We are familiar with dealing with investors from a wide range of sectors.
We support strategic decision-making by generating insights.
We respond quickly to queries from investors.
We ensure that all investor reports are available on time.
We take the pressure off the finance department.

A selection of our services

  • Requirements analysis
  • Identification of data sources
  • Data analysis
  • Creation of individual reports
  • Preparation of budgets
  • Communication with investors
  • Implementation of reporting systems
  • Continuous optimization of reporting processes
  • Due Diligence Services

This is how we proceed

1. definition of the requirements

We determine which information is relevant for your investors and use this to determine the scope of your individual reports.

2. data collection and analysis

In preparation, we collect and analyze all the necessary financial data. In doing so, we ensure that all data is available on time, in full and correctly.

3. preparation and provision of reports

We create informative investor reports based on the data collected. We send these to investors on time.

4. continuous adaptation

We ensure that the investor reporting process always meets the current requirements of the company and investors.

Book a non-binding initial consultation

A selection of clients for whom we have established high-quality reporting

Roman Finke
torq.partners figurative mark

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Benefit from the experience we have gained with our clients and take your business to the next level.

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Roman Finke, Managing Partner