What’s inside the board deck template
| # | Slide | Built from |
|---|---|---|
| 1 | Title, agenda and pre-read note | Template |
| 2 | CEO summary: what we are proud of, what worries us | You (Kimo suggests the biggest metric changes) |
| 3 | KPI scorecard vs. plan | Revenue, pipeline and finance models |
| 4 | ARR bridge: new, expansion, contraction, churn | Recurring revenue model |
| 5 | Retention: NRR, GRR and cohort curves | Recurring revenue model |
| 6 | Pipeline created and closed-won | Sales pipeline model |
| 7 | Go-to-market efficiency: CAC payback by segment | Pipeline + finance models |
| 8 | P&L vs. budget | Finance model |
| 9 | Cash, net burn, runway and burn multiple | Finance + revenue models |
| 10 | Product milestones and usage | Product usage model |
| 11 | Team and hiring plan | Sheet or HR export |
| 12 | Deep dive: one topic you need help with | You |
| 13 | Decisions and approvals requested | You |
| 14 | Appendix: metric definitions, sources and owners | Semantic layer (generated) |
Charts follow the presentation rules investors expect. Values are monthly or quarterly, never cumulative, because cumulative curves rise for any active business and hide the trend1Source 1 · Andreessen Horowitz (a16z), 201516 Startup Metricsa16z.com. ARR excludes one-time and services fees1Source 1 · Andreessen Horowitz (a16z), 201516 Startup Metricsa16z.com. Each chart is labelled with its data freshness, so nobody has to ask whether a number is current.
Who it’s for
- Founders and CEOs preparing quarterly board meetings without a full finance team.
- CFOs and finance leads who want one source of truth for the deck, the investor update and the data room.
- Companies heading into a fundraise, where the same metrics will be scrutinized in diligence. See Prepare your data room for a fundraise.
Data it needs
Your product database can stay on your own infrastructure. With Kimo Bridge, queries run through an outbound-only tunnel and nothing has to be copied into Kimo’s cloud.
How to set it up
- Step 1:
Connect your sources
Add billing, CRM and accounting in Connectors. Kimo maps standard objects such as subscriptions, deals and general-ledger accounts automatically.
- Step 2:
Confirm the metric definitions
Review ARR, NRR, CAC payback and burn multiple in Models. The defaults follow the SaaS metrics definitions guide; change anything that differs from how your board already counts.
- Step 3:
Load your plan
Import the board-approved budget from a sheet so slides 3 and 8 can show actuals against plan.
- Step 4:
Generate the deck
Open Board decks, choose this template and the quarter, and Kimo builds all fourteen slides.
- Step 5:
Write, review, send
Add the CEO summary, deep dive and decisions. Export to PDF or slides and send it a few days ahead so the board can read before the meeting.
For a step-by-step walkthrough, read Build your board deck from live data. For the quarterly process around the deck, from close to minutes, see The Board Pack Playbook, and for what each metric should show, The metrics every Series A board will ask about.
Frequently asked questions
Can I change the slides?
Does the deck refresh after I export it?
What if some numbers live in a spreadsheet?
Do I need a data team to use it?
Sources
2 references- 16 Startup Metrics (opens in a new tab)Andreessen Horowitz (a16z)2015a16z.com
Avoid cumulative charts; ARR excludes one-time and services fees.
- The Secret to Making Board Meetings Suck Less (opens in a new tab)First Round Review2015review.firstround.com
Short written pack sent four days ahead; one 45-minute deep dive.
External sources were accessed at the time of writing. Kimo product details, customers and figures in examples are illustrative unless a source is cited.
