Your board pack and investor update, drafted every month
AppDeck keeps one metric library for your company. Deckster AI drafts the update from it. You review, send once, and your board, investors, and leadership each open it in a portal that carries your brand. Unlimited stakeholders, from $149/mo.
Built for founders, executive directors, and the advisors who report for them
Board Update
September 2026
MRR
$38.2K
+13.7% MoM
Runway
8.2 mo
Target >6 mo
Net retention
112%
+4 pts QoQ
Cash
$1.65M
-$201K burn
Summary. MRR grew 13.7% to $38.2K, the third consecutive month above plan. Net revenue retention reached 112% as two enterprise accounts expanded. Burn held at $201K, keeping runway above eight months.
Ask of the board. Approval to open the Series A process in Q4; the data room is prepared and linked below.
Read by 6 of 7 directors · 2 questions in Q&A
The Monthly Update, Without the Monthly Scramble
Most small companies rebuild the board deck by hand every month, then forward a version to investors and answer the same questions three times. AppDeck turns that into a four-step cycle you run in an afternoon.
- 01
Update the numbers once
Your metric library holds every KPI your stakeholders ask about: MRR, burn, runway, retention, pipeline, headcount. Enter the month, paste from a spreadsheet, or start from one of our free Excel templates.
Browse the free templates→ - 02
Deckster drafts the update
The AI analyst reads the library, computes the trends, writes the narrative, and builds the charts. The board pack and the investor update come from the same numbers, so they never disagree.
See Deckster at work→ - 03
Review, then send once
Edit the draft, add the ask of the board, and publish. Directors, investors, and leadership each open it in a portal that carries your logo, colors, and domain. Unlimited stakeholders on every plan.
See the three portals→ - 04
Know who read it and what they asked
Engagement analytics show who opened the update, which sections held attention, and which questions came in through Q&A. The archive becomes the record your next board meeting starts from.
Explore engagement analytics→
Next month, the library is already there. Update the numbers and the cycle runs again in a fraction of the time.
Everything Around the Monthly Update
Branded portals for each audience, secure documents, and engagement analytics, with one metric library behind all three products: Investor Data Rooms, Board Portals, and Executive Dashboards.
Meet Deckster, the AI that drafts your update
Every AppDeck workspace comes with an AI analyst that knows your metrics. It drafts the monthly update, answers questions about the numbers, and explains the trend — then you share it with investors, your board, or your leadership team.
Drafts the update from your numbers
One click turns this month's metrics into a board or investor update: narrative, trends, and charts, ready for you to review and publish to your portals.
Ask in plain English
Type a question about your KPIs — MRR, burn, churn, runway — and get an answer in seconds, not a spreadsheet session.
Analysis, not just numbers
Deckster pulls the underlying data, computes the trend, and explains what it means — with a chart to back it up.
Strong growth momentum. MRR grew from $33.6K (March) to $38.2K (April) — a +13.7% increase in the most recent month.
Over the quarter, that's a cumulative gain of 28.2%, roughly ~$2,800/month of average growth.
MRR Trend — Last Quarter
Three Products, One Platform
One metric library feeds an investor data room, a board portal, and an executive dashboard, so every audience sees the same current numbers. All three included on every plan, from $149/mo, with unlimited external users.
Investor Data Room
Share metrics and documents with investors. Secure due diligence, cap tables, and financial metrics with granular access controls and e-signature support.
- Secure file sharing
- Access analytics
- Version control
- E-signature ready
Board Portal
Board packages, meeting materials, and resolutions. Give directors secure access to governance documents and real-time company metrics.
- Board packages
- Live metrics
- Meeting management
- Document library
Executive Dashboard
Live KPIs feeding into investor and board views. Real-time financial metrics for CFOs, CROs, and leadership teams.
- Live KPI tracking
- Multi-source data
- Custom layouts
- Smart alerts
One Set of Numbers, Three Audiences
See how a board, an investor group, and a leadership team each get a branded portal built from the same metric library
Every Audience Gets Its Own Portal, Every Portal Gets the Same Numbers
Directors open the board pack, resolutions, and metrics. Investors see the data room and the monthly update. Leadership tracks the dashboard between meetings. One library behind all three, so nobody is reading a stale PDF.
- White-labeled with your brand — directors and investors see your company, not AppDeck
- Unlimited external users on every plan — no per-seat fees for committee members, observers, or investors
- Three products at GA — investor data room, board portal, executive dashboard
Real-Time Dashboards That Drive Decisions
Give leadership live visibility into the KPIs that matter. Board members check financial dashboards between meetings. Investors track the metrics they care about on demand. No more static PDF reports.
- Enter or import metrics once; every portal shows the current value
- Role-specific views for CEO, CFO, CRO, and board
- Security-first architecture for confidential data
Built for the People Who Send the Update
Whether you report to one board or run reporting for a dozen organizations, the cycle is the same
Founders and CEOs
A monthly investor update and a quarterly board pack, from the same numbers, without rebuilding the deck. The data room is ready when the next round starts.
AppDeck for startups →Executive directors and board chairs
Volunteer boards, committees, and observers all included at one flat price. Board packs, resolutions, and minutes in a portal that carries your mission, not ours.
AppDeck for nonprofits →Fractional CFOs and advisors
You produce the board report for several organizations every month. Give each client a branded portal and Deckster a metric library to draft from. Reporting for more than a few organizations? Talk to us about practitioner pricing.
AppDeck for finance leaders →Learn from Our Guides
Long-form guides on board reporting, investor updates, and executive dashboards
Frequently Asked Questions
How does AppDeck draft my board or investor update?
Deckster, the AI analyst built into every workspace, reads your metric library, computes the month-over-month and quarter-over-quarter trends, writes the narrative, and builds the charts. You review and edit the draft before it is published to your board portal, investor data room, or executive dashboard.
Do I need integrations to use AppDeck?
No. You can enter metrics directly, paste them from a spreadsheet, or start from one of our free Excel templates, and every portal shows the current value. Integrations with QuickBooks, Stripe, Google Drive, Salesforce, HubSpot, and NetSuite are on the roadmap and prioritized by customer votes inside the app.
Who counts as a user, and what do extra stakeholders cost?
Nothing. Every plan includes unlimited external users: directors, committee members, observers, investors, and your leadership team. Plans are priced per workspace and differ by number of portals, features, and storage, never by seats.
How quickly can I send my first update?
Under 30 minutes for most teams. Create a workspace, add your metrics or upload a filled-in template, let Deckster draft the update, apply your branding, and invite your stakeholders. No technical setup is required.
Can I white-label the portals?
Yes. Add your logo, brand colors, and custom domain, and choose from four external themes. Directors and investors see your company, not AppDeck.
Is my data secure?
Security is foundational to how we are building AppDeck. The platform uses encryption in transit and at rest, granular permissions, two-factor authentication, and role-based access controls, and we are designing for SOC 2 Type II audit readiness ahead of our first enterprise customer. See our security approach for details.
What products does AppDeck offer?
Three, all included on every plan: Investor Data Rooms for sharing metrics and documents with investors, Board Portals for board packs, meetings, and resolutions, and Executive Dashboards for live KPIs. One metric library feeds all three.
Is AppDeck available today?
Yes. AppDeck is in public beta. Start a free trial at app.appdeck.com and have a workspace running in minutes, or request a demo and we will walk you through it with your own numbers. Start your free trial or request a demo.
Ready to Send Next Month's Update in an Afternoon?
Set up your metric library, let Deckster draft the update, and deliver it to your board, investors, and leadership in a portal that carries your brand. Unlimited stakeholders, from $149/mo.