AI Board Reporting

Turn your metrics and notes into investor-ready board reports with AI

Kona Business AI composes the executive summary, GTM narrative, roadmap progress, and asks. You control the story while the AI ensures clarity, consistency, and on-time delivery for every meeting.

Draft my board reportView investor memo template
Board-ready narratives that explain revenue, product velocity, and customer health
Metric callouts with trend lines, variance explanations, and next-quarter focus
Product roadmap highlights with outcomes, risks, and hiring needs
GTM updates with pipeline quality, sales cycle changes, and win-rate analysis
Customer stories, churn reasons, and adoption summaries tied to personas
Decision and ask slides with owners, budgets, and expected impact

A repeatable workflow for every board cycle

Stop rewriting the same update each quarter. Kona keeps your structure, highlights new risks, and calls out progress so investors and advisors see the story behind the numbers.

1

Connect the metrics, notes, and roadmap inputs you already have inside Kona Business AI.

2

Choose an update format: monthly investor memo, quarterly board packet, or customer advisory briefing.

3

Review the AI-generated narrative, edit any assumptions, and attach charts or links you prefer.

4

Publish the deck or memo, then let Kona watch for data changes and refresh the story automatically.

Create an AI investor update

Board report FAQs

What data sources can Kona summarize for board reports?

You can pull in pipeline notes, win-loss feedback, feature releases, and KPIs you track today. Kona weaves them into a coherent story with highlights and risks.

Can I control the tone and level of detail?

Yes. Choose concise executive-ready bullets or detailed appendices. The AI respects your chosen tone and keeps numbers consistent across slides.

Does it work for both investor memos and customer advisory boards?

Kona supports multiple templates: investor updates, board decks, CAB briefs, and internal all-hands summaries, each tuned to the audience.

How are sensitive details handled?

Kona never invents numbers. It cites the sources you provide and highlights assumptions so you can approve before sharing externally.