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Guide

Quarterly investor reporting: one place your shareholders always know to look.

Once a private company takes on outside shareholders, whether angel investors, a venture fund, staff with shares or family members, it takes on the job of keeping them informed. Good reporting builds the trust a company needs when it next raises money. Erratic reporting, sent from different inboxes in different formats, wears it down.

This guide sets out what a quarterly update usually covers and how to run it from a single room.

What investors usually expect each quarter

The shareholders' agreement or the terms of an investment often say what information investors are entitled to and when. Beyond that, most investors look for the same things.

  • A short letter from the founder or chief executive: what went well, what did not, and what is next.
  • Key numbers: revenue, gross margin, cash on hand and how many months it lasts.
  • Management accounts for the quarter and year to date, against budget.
  • Progress against the milestones set at the last raise.
  • Hiring, departures and changes to the leadership team.
  • Any asks: introductions, advice or help with a particular customer.

Annually, add the audited or reviewed financial statements, the annual shareholder meeting papers and the updated share register.

Running reports from a room

  1. 1

    An investor room

    Create one room for shareholders with a folder for each quarter and a folder for standing documents such as the constitution and shareholders' agreement.

  2. 2

    Groups by investor type

    Some investors are entitled to more than others. A lead investor's group can see board papers; a staff shareholder group can see the quarterly letter and annual accounts.

  3. 3

    Read, not forwarded

    Make sensitive folders view-only. Pages are rendered on our side and watermarked with each reader's name, email and the date.

  4. 4

    Know it was read

    Insights show who opened each quarter's update and what they read.

Why a room beats an email update

An emailed update is a copy you cannot recall. It can be forwarded to a competitor, a journalist or another founder, and if the numbers are corrected later there are two versions in circulation. In a room there is one copy of each report. If the accountant corrects the management accounts, upload them as a new version: investors see the current file and the earlier one stays in the history.

A room also gives new investors the history in one place. When someone joins at the next raise, add them to the right group and they can read past updates without anyone digging through sent mail. When a shareholder sells out, revoke their invitation and the room closes for them.

Investors can ask questions inside the room. Questions can be assigned to the founder or the finance lead, with categories and priorities, and owners can get an AI-drafted answer to review before posting. Answers stay with the report, so the next investor with the same question can read it.

When it is time to raise again, the investor room gives you a running start on due diligence: the accounts, the register and the record of what investors have already been told are all there.

Frequently asked questions

Do investors need an account?
No. Investors confirm their email with a six-digit code and go straight in. A password link is available if an investor prefers one.
Can I put my company's branding on the invitations?
Yes. Your logo and company name appear on invitations, so investors see who the update is from.
Can investors use an AI assistant to read the reports?
That is your choice. Owners can connect Claude or ChatGPT to the workspace, and each room decides separately whether an AI assistant may read it. ShareAndGo also summarises documents itself.

Related guides

Board packs

Papers for directors, on the same principles.

Preparing a share sale

When investors want an exit.

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