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What’s inside the Board Report.

14 pages with real content in place. Rewrite them, reorder them, or add your own.

  1. 1Page 1Cover: stone grey with the quarter's verdict as the title, the quarter as a large tonal figure and the meeting details
  2. 2Page 2Quarter at a glance: the headline, three KPIs with change and status, cash against the board's floor and the decisions requested
  3. 3Page 3Agenda: timings, items, presenters, papers, whether each is for decision or noting, and the items for noting
  4. 4Page 4CEO letter: the quarter in the CEO's words and three Q4 priorities with owners and dates
  5. 5Page 5KPI scorecard: eight board metrics against plan and last quarter, with status
  6. 6Page 6ARR bridge: a waterfall from last quarter's ARR through new logos, expansion, contraction and churn
  7. 7Page 7Pipeline: open pipeline by stage, coverage of next quarter's plan and the deals that slipped
  8. 8Page 8Customers and product: net revenue retention by quarter, customers, what shipped and the roadmap
  9. 9Page 9Financials: the quarter's P&L against budget and last year, and next year's budget by function
  10. 10Page 10Cash and runway: months of runway above the floor in three scenarios, with cash and burn today
  11. 11Page 11People: headcount against plan by team, attrition, engagement and planned hires
  12. 12Page 12Risks and Series C readiness: the top risks scored with owners and mitigations, and investor milestones
  13. 13Page 13Resolutions: three resolutions in full with papers, decision boxes and sign-off
  14. 14Page 14Appendix: fully diluted ownership, actions from the last meeting, terms used and the next meeting

When to use it.

Board Report is a 14-page quarterly board pack for a venture-backed startup's CEO and finance lead. It runs from the quarter at a glance and the agenda through a CEO letter, an eight-metric KPI scorecard, an ARR bridge, pipeline, customers and product, the P&L against budget, runway in three scenarios, people, and risks with fundraising milestones. It closes with three resolutions in full with decision boxes, and an appendix with ownership and actions from the last meeting. A stone-grey cover, graphite type and monochrome charts keep it quiet.

Made for

  • Agencies reporting to clients
  • Consultants and freelancers
  • Founders updating a board
  • Teams sharing results

Make it yours in four steps.

Open it in Reports and work through it, or let Docsiv AI do the first pass with your details.

  1. Step 1

    Replace the company, the quarter, the meeting date and the verdict on the cover.

  2. Step 2

    Update the agenda, then enter your KPIs, ARR movements, P&L and cash for the quarter.

  3. Step 3

    Rewrite the CEO letter, risks and runway scenarios with your own numbers and plans.

  4. Step 4

    Draft the resolutions and update the ownership table, then send the pack to directors as a link or PDF.

Start from the Board Report now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Board Report template free?

Yes. Create a free account and it opens in Docsiv's Reports app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Instrument Sans with #e4e4e1, #ffffff, #2a2c2f, #d3d3cf, #f3f3f1, and you can change any of them, rewrite every word and add or remove pages.

What can I export it as?

Reports in Docsiv offers: Report pages with charts, PDF and HTML exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the board report for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

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