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.
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.
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.
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.
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.
We determine which information is relevant for your investors and use this to determine the scope of your individual reports.
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.
We create informative investor reports based on the data collected. We send these to investors on time.
We ensure that the investor reporting process always meets the current requirements of the company and investors.
Benefit from the experience we have gained with our clients and take your business to the next level.
GET IN TOUCH →Roman Finke, Managing Partner