ShipsAt launchWave 2Wave 3Wave 4
Strategic Finance · Board & leadership reporting

The board pack builds itself. You press send.

Leadership, board and investor packs assembled on your cadence from live sealed figures — forward risk beside actuals, every number traceable in the room. The week that used to build the deck simply disappears.

The trouble with board reporting

A week a month, assembling numbers you're not sure agree.

Manual

A week a month, gone

Every cycle, someone exports, pastes and reconciles the pack by hand. A week of senior finance time spent assembling, not deciding.

Disagrees

Exports that don't match

Sales' number, Finance's number, the board's number. Three exports, three answers, and a meeting to argue which one is right.

Untraceable

Can't answer it later

A figure gets challenged months on. Why did it move, what drove it? A folder of old decks can't say.

So the report the whole company is judged on is built by hand, from numbers that disagree, that no one can explain later.

The pack builds itself

Not a deck to assemble. A live pack to open.

The pack is made of live dashboards, not pasted screenshots. Open a section — here, Revenue — and it's already current: the trajectory, what moved it, and where it's heading, each drawn against target. Every section of the pack works the same way.

Latitude$24.3M ARR · whole company · Q3 FY26Live · sealed figures
$RevenueOn screen
RRetention
CCash & runway
PPipeline
FForecast
Commentary
RevenueQ3 FY26 · sealed · fresh to today
ARR$M · quarterly
$24.3M Q1Q2Q3Q4Q1 F
ARR changesadded ↑ · lost ↓
Q1Q2Q3Q4 F
NewExpansionContractionChurn
ARPAper account
$1,420
ActualForecast
Forecast → actualthis quarter
ForecastChurnExponActual

Illustrative — Latitude, on its sealed plan. Every figure is drawn against its target and traces back to its source.

Any cadence, any audience

One engine. Multiple audiences.

Leadership, the board and investors read the same sealed figures — the pack changes with the audience, the numbers never do. Set each one's recipients, metrics and rhythm once; it runs on schedule from then on.

ReportFrequencyNext reportingStatus
Leadership Weekly Mon, 27 Jul Ready
Board reporting Quarterly 18 Sep Scheduled
Investor reporting Monthly Resumes when you turn it on Paused
Sales standup Weekly Mon, 27 Jul Ready

Investor packs send from here. The round and the investor's own live seat live in Capital & funding and For investors.

Every number, answered

Any "why did this change?" — answered in the room.

What is this number? Why did revenue move versus last year? Give me the breakdown — can we do it again? Ask Beacon answers from the sealed figures: the drivers behind the number, and what to do next.

Beacon.Live · governed figures
Why is ARR up $6.3M this year — and can we repeat it?
Growth was expansion-led, on the back of a strong new-logo year. Mid-market churn was the one drag. Here's the bridge:
New business+$8.1M
Expansion+$3.2M
Churn — mid-market−$3.2M
Contraction−$1.8M
Net ARR added+$6.3M
Can we repeat it?
Yes — lead with expansion again.
Fixing mid-market churn adds back ~$1.5M next year on the same motion.
In the room
The breakdown
Instant
Every dollar
Traced
Commentary
Drafted

And because the figures are sealed, the same question replays the same answer months later — the number won't move under you when a decision is reviewed.

What the board member sees

Every company you serve, in one place.

Board members and investors back many companies, not one. On Beacon they're all in a single home — each pack the moment it arrives, each history intact, each read on published figures.

LatitudeBoard
$24.3M▲ 34%
Q3 board pack · arrived, sealed
Meridian HealthBoard
$61M▲ 22%
Q3 board pack · arrived, sealed
Harbor RoboticsInvestor
$12M▲ 58%
May investor update · arrived

Each in its own currency — never rolled into a fake group total. Every company's reporting history intact and comparable over time, inside a sealed, published-figures ceiling.

Reporting, off your plate

Reporting used to be a job. Now it's a property.

Retire

The reconciliation week. The deck assembly. The board tab someone rebuilds from exports the night before, and the version everyone argues about.

Keep

Your accounting, billing and CRM stay the source of truth. Beacon reads them, assembles the pack, and links every figure back to the record.

Above ~$100M ARR, a dedicated reporting stack still earns its place. Below it, this is your reporting. Steer the same figures day to day in Track & re-steer; model the scenarios behind them in Forecasting.

Next

The board pack, off your plate for good.

Assembled from sealed figures, answerable in the room, delivered on your cadence — the reporting week, gone.