Investor reporting pack for Lendwell
A monthly investor update with KPIs, financials and cash runway in one clear format. A case study by Ananya Iyer, Bookkeeper & Accountant (QuickBooks, Xero).
Challenge
The founders of Lendwell, an SME lending platform, spent two days every month building investor updates from scratch, with numbers that changed between versions.
Solution
I built a reporting template linked to the accounting system and their billing platform, with KPIs, financial statements, runway and commentary prompts.