Resources · Template

Quarterly board pack

A twelve-slide board pack for a seed-stage company: numbers first, decisions asked for, the same format every quarter.

Download the template ↓PPTX · Building the company
01What it is

A board pack to send as a PDF five working days before the meeting. The same tables, in the same order, every quarter, with decisions asked for and a recommendation, and runway always shown with the date the next raise must open.

What’s inside

  • Cover
  • Dashboard: the quarter in seventeen lines
  • Summary and decisions
  • Commercial
  • Pipeline
  • Product and technology
  • Customers
  • People
  • Finance
  • Risks and the plan for each
  • Next quarter
  • Appendix

Start here. The dashboard (slide 2), decisions (slide 3) and finance (slide 9) first, then the rest.

Blue boxes are yours: overwrite the bracketed text. Tables and grey boxes show a worked example for Northlight AI Ltd, a fictional company; overwrite every number and delete the grey boxes once your own content is in.

03What's included
Slide 2, the dashboard: the quarter in seventeen lines
Slide 2, the dashboard: the quarter in seventeen lines
Slide 5, pipeline: qualified pipeline by stage and coverage
Slide 5, pipeline: qualified pipeline by stage and coverage
Quarterly board packTemplate · PPTX
Download the template ↓← All resources