Board decks without the Sunday night scramble
Revenue, pipeline, burn, and growth metrics pulled from your tools and formatted into board-ready sections with AI commentary. You add the narrative and send.
The quarterly deck assembly nobody looks forward to
Your week, before and after
- Sunday nights lost to pulling metrics and rebuilding slides.
- Commentary written from scratch every quarter.
- Stale numbers by the time the board sees the deck.
- Five people contributing data in five different formats.
- ✓Board sections auto-refresh from live data sources.
- ✓AI drafts the commentary. You add context and judgment.
- ✓Numbers stay current because they pull on demand.
- ✓One system assembles data from all teams into one view.
Board-ready sections from the tools you already use
Revenue and financial metrics
MRR, ARR, burn rate, runway, cash position — pulled from your accounting and billing tools. Formatted with period-over-period deltas.
Growth and pipeline
Pipeline value, deal flow, conversion rates, and customer acquisition from your CRM. Board-ready charts with trend lines.
AI-drafted board commentary
What grew, what's at risk, what changed — written in the measured, factual tone boards expect. You edit and add your perspective.
Product and engagement metrics
Active users, retention, feature adoption, NPS — from your analytics tools. Presented with context that helps the board understand trends.
Reusable deck sections
Define your board deck structure once. Each quarter, sections refresh with new data and new commentary. The format stays consistent.
Monthly and quarterly cadences
Set your board reporting schedule. Deck sections arrive pre-populated before your prep window even starts.
What a board deck looks like with Chartcastr
Financial overview
Revenue, burn, runway, and cash position with quarter-over-quarter and year-over-year comparisons. AI commentary on trajectory.
Growth and acquisition
New customers, pipeline, conversion rates, CAC, LTV. Trend charts with narrative on what drove changes.
Product and engagement
Active users, retention cohorts, feature adoption. Context on what the team shipped and how it performed.
Marketing and channel performance
Spend efficiency, channel mix, brand metrics. ROI by channel with commentary on strategic shifts.
Risks, opportunities, and asks
AI-surfaced risks from the data (churn signals, burn acceleration, conversion drops) and team-added strategic asks.
Frequently asked questions
Is this only for startups with investors?
No. Any organization that runs board meetings, leadership reviews, or quarterly operating reviews can use this. Works for startups, growth-stage companies, and internal operating reviews at larger organizations.
Can I customize the deck sections?
Yes. Define the sections that match your board's expectations — financial overview, product metrics, go-to-market, team updates, whatever your board wants to see. The system populates each section from your data sources.
Does it produce actual slides?
Chartcastr produces the data, charts, and commentary that go into your slides. You can use the output directly in Slack or email, or copy sections into your preferred deck format.
How current is the data?
Data pulls from your connected sources on demand or on schedule. You control when the refresh happens — right before a board meeting, weekly, or on a fixed calendar.
Already have an investor updates flow?
Great — check out the investor updates page for monthly email automation. Board decks and investor updates work together: same data sources, different output formats.
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Connect Google Sheets, pick a Slack channel, and get AI-powered metric updates with context your team can act on.
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