Export & Sharing Center
Export your data and share reports with stakeholders, investors, and your team.
Export Options
Download your raw data or formatted reports in various formats.
Share Reports
Generate secure, shareable links to your reports.
AI-Powered Commentary
Automatically generate a natural-language summary to include with your shared reports.
Investor Reports
Generate professional, one-click reports with key metrics for your investors.
Pre-built Templates:
- Monthly KPI Summary
- Quarterly Growth Report
- Annual Investor Update
Key Metrics Included:
MRR, ARR, Churn, LTV, CAC, Growth Rate, and more.
Board Deck
Automatically generate a customizable board deck with your latest data.
Quarterly Board Deck Template:
Includes auto-populated slides for financial performance, customer metrics, and growth forecasts. Fully editable.
Accountant Package
One-click export of all tax-relevant data for your accountant.
Scheduled Delivery
Automate report delivery to key stakeholders on a recurring basis.
Monthly Investor Update
1st of every month
Sharing Audit Log
Track who has accessed your shared reports for security and compliance.
| Report | Recipient | Views |
|---|---|---|
| Monthly KPI Summary | investors@myfund.com | 5 |
| Quarterly Growth Report | board@mycorp.com | 12 |
| Accountant Package | cpa@taxpros.com | 1 |