
Prepare investor metrics with evidence
Separate simulation, manual, verified and audited metrics before sharing an investor update.
Evidence first
A polished dashboard is not proof. Revenue must reconcile with payments, customer counts with workspaces and retention with cohort records.
Before distribution
Review every metric and narrative statement.
- Replace demo values
- Attach source evidence
- Reconcile financial figures
- Confirm customer permissions
- Approve the final update