New product coming up soon — investor dashboard and startup reports

We are testing our new product that gives investors an overview of Startups activity and helps Startups engaging VCs and business angels by sharing vital business performance data.

A unified view of financial metrics that show a startup’s performance help investors see how the business is doing. The data is always available and always real-time.

To keep up-to-date with startup activity, all investors need to do is to give Octoboard login to startups and ask them to connect applications they already use — any of them, such as Quickbooks, Stripe, Salesforce or Google Analytics and Octoboard will start collecting data and updating investors on Finances, Online Marketing Activity, Sales and so on. The whole process will not take more than a minute, you do it once and start getting these updates either on your office TV screen or as reports.

Investors can monitor any number of startups in one account.

This is how an investor dashboard with Stripe data looks like:

Here you track revenue, client growth, fees and latest purchases. If you notice a dip — monitor the situation for some time. If things get out of hand — call a meeting, intervene and help startups when it is necessary. You will save a lot of time by going to meetings when it is really needed.

Another example of SaaS revenue metrics dashboard for investors using ChartMogul data:

Here you will see Monthly Recurring Revenue, Annual Run Rate for projections, Customer Growth and Revenue per account figures. Data comes from Stripe via ChartMogul. If your startups are not using ChartMogul — send them a link. It is free (up to 10K monthly revenue).

How to add stats to an investor dashboard

To add the necessary, follow these simple steps:

1. Send an Octoboard link to your startups
2. Ask them to connect finance or sales apps — this is done only once
3. Use Octoboard templates for Finance, Sales and Marketing to look at the data
4. That’s it. Setup once — Get constant updates from all your Startups

The release is out in a few weeks! Log into Octoboard for Business product today and get an update on this release. Happy dashboarding!

Originally published at www.octoboard.com on August 6, 2018.