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MIS Reporting.

Once you have raised, your investors expect regular reporting. Accto produces your monthly or quarterly MIS, the management information report investors require, so the numbers reaching your board and your cap table are accurate, consistent, and on time.

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After a funding round, reporting stops being optional. Most investment agreements require the company to send a management information report, an MIS, every month or every quarter, depending on what the investor prefers. The MIS is how investors track performance between board meetings: revenue, burn, runway, and the metrics that matter for your business.

For a founder, producing this every cycle is a recurring task that has to be right, late or inconsistent MIS erodes investor confidence. Accto produces your MIS as a focused, recurring service: we take your books and operating data and turn them into a clean, investor-ready report on the schedule your investors expect. It can run on its own, or as part of a wider Virtual CFO engagement.

Who this is for.

Funded startups with investor reporting obligations
Companies that have closed a seed or Series A round and whose investment agreement requires periodic MIS to investors.
Founders without a full finance team
Startups that need accurate, investor-grade reporting but do not yet have an in-house finance function to produce it.
Companies that need consistency every cycle
Founders who want the same clean report, on the same schedule, every month or quarter, without it becoming a recurring scramble.

What's included.

Performance reporting
Revenue, gross margin, expenses, and the operating metrics relevant to your business, presented clearly for an investor audience.
Burn & runway
Monthly cash burn and runway tracking, so you and your investors always know how much time the current balance buys.
On your investors’ schedule
Monthly or quarterly, whichever your investment agreement or investor prefers. Delivered on a consistent cycle, every cycle.
Investor-ready format
A consistent, professional report format that investors can read quickly, the same structure every period so trends are easy to follow.
Built from your books
The MIS is built from your actual bookkeeping, so the numbers reconcile with your accounts rather than being a separate, disconnected spreadsheet.
Standalone or with Virtual CFO
Take MIS reporting as a focused service on its own, or as part of a broader Virtual CFO engagement if you need deeper finance support.

What you get.

A monthly or quarterly MIS in a consistent, investor-ready format
Revenue, margin, and operating-metric reporting
Cash burn and runway tracking each period
Numbers reconciled to your actual bookkeeping
Delivery on a fixed schedule your investors expect
The option to run it standalone or within a Virtual CFO engagement

How it works.

01
Setup
Define the report
We agree the metrics, format, and reporting frequency your investors expect, and confirm what your investment agreement requires.
02
Each cycle
Collect & reconcile
Each period, we pull from your bookkeeping and operating data, and reconcile the numbers so the MIS ties back to your accounts.
03
Each cycle
Prepare the MIS
We produce the report in the agreed format: performance, burn, runway, and your key metrics, ready for board and investors.
04
Each cycle
Deliver on schedule
The finished MIS reaches you on a consistent date each cycle, ready for you to review and send on to your investors.

Why Accto.

One coordinated team
The same team that knows your company handles the work, not a chain of separate vendors re-learning your business each time.
Chartered accountant backing
The work is done with chartered accountant oversight, so the output holds up to investor and regulatory scrutiny.
Scope that scales
Start with one service and add more as the company grows. Accto already has the context when you need the next thing.
Built for startup timelines
Engagement models and turnaround built for early-stage companies, not retrofitted from corporate-scale processes.

Frequently Asked Questions.

MIS stands for Management Information System report. It is a periodic summary of company performance, revenue, expenses, burn, runway, and key metrics, used by management and investors to track how the business is doing between board meetings.
Most investment agreements include a reporting obligation: the company must send investors an MIS every month or quarter. It is how investors monitor their investment, and consistent, timely MIS is part of maintaining a healthy investor relationship.
It depends on your investment agreement and your investors’ preference. Some investors want monthly MIS, others quarterly. We set the service up to whatever your agreements require.
MIS reporting is a focused service, producing the periodic report. Virtual CFO is broader: financial strategy, planning, and ongoing finance leadership. MIS reporting can be taken on its own, or it can be one part of a Virtual CFO engagement.
We work from your bookkeeping and operating data. If Accto already handles your bookkeeping, the MIS flows directly from that. If your books are elsewhere, we agree a clean handover of the data we need each cycle.

You might also need.

Virtual CFO Bookkeeping CMA Reports Cap Table Management

Report With Confidence.

Monthly or quarterly MIS, built from your books, delivered on your investors’ schedule. Standalone or as part of Virtual CFO. Talk to us in 15 minutes.