Turn your metrics and notes into investor-ready board reports with AI
Kona Business AI drafts the executive summary, GTM narrative, roadmap progress, and asks from the inputs you provide. You review the story, evidence, and figures before sharing.
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Board-ready narratives that explain revenue, product velocity, and customer health
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Metric callouts with trend lines, variance explanations, and next-quarter focus
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Product roadmap highlights with outcomes, risks, and hiring needs
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GTM updates with pipeline quality, sales cycle changes, and win-rate analysis
What you get
What the report package includes
Bring investor updates, leadership briefs, and advisory narratives into one structured package for review.
01
Board-ready narratives that explain revenue, product velocity, and customer health
02
Metric callouts with trend lines, variance explanations, and next-quarter focus
03
Product roadmap highlights with outcomes, risks, and hiring needs
04
GTM updates with pipeline quality, sales cycle changes, and win-rate analysis
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Customer stories, churn reasons, and adoption summaries tied to personas
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Decision and ask slides with owners, budgets, and expected impact
How it works
A repeatable workflow for every board cycle
Reuse a stable structure each quarter, review the risks Kona surfaces, and rerun the workflow manually when your inputs change.
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Provide the metrics, notes, and roadmap inputs you already have, or use configured read-only Stripe, HubSpot, Google Analytics 4, QuickBooks, and Google Workspace data.
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Choose an update format: monthly investor memo, quarterly board packet, or customer advisory briefing.
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Review the AI-generated narrative, edit any assumptions, and attach charts or links you prefer.
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Review, copy, and adapt the deck or memo, using a download format where that artifact supports one. Rerun the workflow when the inputs change.
Questions
Board report FAQs
The practical questions teams usually ask before they draft their next investor or board update with Kona.
01
What data sources can Kona summarize for board reports?
You can provide pipeline notes, win-loss feedback, feature releases, and certified KPIs you track today. Workspace connections can add relevant business context. Kona drafts a coherent story with deterministic variances, highlights, and risks for your review.
02
Can I control the tone and level of detail?
Yes. Choose concise executive-ready bullets or detailed appendices, then review the language and figures across slides before sharing.
03
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.
04
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.