Transform your investor relations with a best-in-class board reporting software

Automatically update investors and key stakeholders, create your fundraising strategy, and easily report and track all your financial and operational metrics.

Automated Strategic Finance for Business Performance

Automate your BvA reporting, approve and control budget changes, build scenarios, and share reports with 1-click

FP&A teams sharing investor reports in Abacum

Focus on building trust and support with your investors

In today's fast-paced business environment, it is crucial to keep your board members well-informed. Abacum allows you to share real-time financial and operational data, ensuring your investors consistently have the answers they need. By efficiently streamlining board reporting, you can focus on cultivating trust, building investor confidence, and tackling the most pressing questions for your business. Abacum empowers you to effectively engage with your investors, guaranteeing they are always informed and prepared to offer the operational support your business requires.

”With Abacum, I have all the tools I need to answer the questions that would go unexplored before. I can understand the trends, write my analysis, build my graphs, and inform our leadership team with recomendations”

Pieter Hugo

Revenue Manager

Your board reporting made easy with Abacum

Making sure your investors are up to date should not demand hours of manual work. Abacum enables you to automate and create custom reporting templates. With best-in-class integrations, you can automatically report and visualize financial, operational, or workforce metrics. Robust user permissions allow you to securely manage and share reports with both investors and board members. Crafting an engaging investor update has never been this fast, Abacum allows you to concentrate on the discussion rather than the preparation.

”With Abacum, we integrated our ERP, CRM and data-warehouse. Giving us a real-time overview into our performance, without the manual tasks of aggregating all that data”

Xavier Castellana


Your fundraising due-diligence on autopilot

When it comes to fundraising, a clear and compelling financial story and business strategy makes all the difference. Abacum streamlines your fundraising process, turning it into a smooth exercise. By always having up-to-date metrics, you can confidently respond to investor questions, due diligence requests, and more importantly deliver the answers needed to secure your next funding round. 

”With Abacum, I have all the tools I need to answer the questions that would go unexplored before. I can understand the trends, write my analysis, build my graphs, and inform our leadership team with recomendations”

Pieter Hugo

Revenue Manager

Effectively deliver personalized board reports everywhere

Abacum provides multi-platform accessibility, allowing investors to access your latest board update via their preferred devices such as laptops or tablets. A direct integration with Google automatically syncs Abacum and your slide decks, and investors can export your last report in various formats such as PDF or Excel. With features such as in-app comments, and notifications, Abacum streamlines the collaboration between your finance team and board members. Making sure feedback and discussions always lead to more effective board meetings and decision-making. 

”With Abacum, we stopped budgeting by emailing spreadsheets. Our 30+ Budget Owners became collaborators, understood their performance, and gave us the visibility to plan with clarity”

Maria Lapucci

Senior FP&A Analyst

Forecast and manage your sales

Forecasting your company’s future performance doesn't have to be a tedious task. With the help of financial modeling software, you can make precise financial predictions based on historical performance and current trends. Your team will be able to forecast and manage sales more accurately than ever before by adopting cutting-edge technologies. Advanced software will provide you with valuable information and a greater understanding of how changes in the market will impact your company in real-time. Abacum will serve as your greatest ally, enabling you to measure success against KPIs and making sure your business is always on top of its game.

”With Abacum, I have all the tools I need to answer the questions that would go unexplored before. I can understand the trends, write my analysis, build my graphs, and inform our leadership team with recomendations”

Pieter Hugo

Revenue Manager

Automate board reporting with direct integrations

Abacum integrates with your existing financial and operational systems to automatically gather and consolidate your metrics and create an insightful performance overview.

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Sage Intacct

Sage Intacct



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Track all your metrics

Build custom and share ready dashboards that centralize all your data for easy sharing with investors

Update with just one click

Share investor updates with just one click and easily manage access with custom user permissions

Build better investor relationships

Start having productive board meetings that focus on the discussion not the reporting

Transform your board meeting into your most impactful conversation

With limited resources and an ever-changing market landscape, having an automated board reporting software will significantly impact your decision-making and investor relationships. By leveraging Abacum’s board reporting software, you can start fostering trust, transparency, and execution while accelerating your fundraising efforts. Do not let time-consuming investor reporting processes hold your startup back, start running productive board meetings today.

What makes Abacum unique?

Our vision is to make every Finance team a hero in their organization.

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Excel /Gsheet
Other modern tools

Reporting, performance analysis, and rolling forecast in 1-click


Complete visibility in financial planning and forecasting


No barriers in communication around Finance information


Total flexibility in how data is inputted or displayed


Customized control for specific users with access to the necessary data

Still have questions? We’ve got answers.

How can you bring your DCF model into Abacum from Excel?

A Discounted Cash Flow (DCF) model is a valuation method used to estimate the value of an investment by projecting its future cash flows and then discounting them back to their present value. This is a powerful method that takes into account both the timing and size of future cash flows, making it an effective way to analyze investments.

If you have been using Excel to create your DCF model and want to move it to a financial modeling software like Abacum, you are in luck. Abacum is a cloud-based business planning platform that allows you to quickly and easily import your existing Excel-based DCF model, while adjusting and improving it natively. Simply upload your Excel file as a CSV, and Abacum will automatically convert it into an interactive web-based model. With just a few clicks, Abacum will generate visuals, such as graphs and charts, to help you better analyze your business’s insights and move from data to execution faster.

What are the benefits of using financial modeling software?

Financial modeling software offers precise and current information about a company's financial position in real-time, enabling firms and investors to make well-informed decisions in a fraction of the time.

You may integrate financial modeling solutions to eliminate time-consuming processes, generate reports that can be used for financial planning, automate operations that would otherwise be done manually, and analyze data from a variety of data sets. Financial modeling tools may also be used to build financial statements, including income statements, balance sheets, and cash flow statements, as well as to help you identify opportunities and risks that might not be obvious to the human eye.

Which software is used for financial modeling?

Microsoft Excel is the most widely used financial modeling software. Excel-based models allow users to create models with formulas, charts, and graphs. However, for more advanced and detailed predictions, larger businesses are increasingly adopting specialized financial modeling software, such as FP&A or business planning software.

Financial modeling software allows you to build more complex models and provides an in-depth view in real-time of a company's financial situation. This allows SaaS businesses and investors to make decisions about investments, budgeting, and financial forecasting more accurately and faster.

What does a financial model show?

A financial model is a tool used to project the future performance of a company or investment. It typically includes detailed assumptions about revenue, expenses, capital investments, and other factors that affect the company’s financial performance.

A model can be used to perform scenario analysis and make decisions about how to best allocate resources. Financial models are often used by investors and analysts to assess the potential return on investment of a project or initiative.

Can you use Excel for financial modeling?

Yes, Excel is the most popular tool used by financial analysts and other corporate finance professionals in the industry for financial modeling. It is a versatile spreadsheet program that has a wide range of features that allow users to store and analyze large amounts of data, build business models, create charts and graphs, and perform complex calculations. However, while Excel is certainly a useful tool, integrating it with powerful financial modelling software can take your business planning to the next level.

By using such software, you can unlock even more advanced features and capabilities that Excel alone cannot provide. For instance, you can use historical performance and market data to improve the accuracy of your financial forecasts or use advanced analytics tools to uncover hidden insights in the data from various functions of your business. Additionally, financial modeling software can help you automate tedious tasks, such as data entry or report generation, freeing up time for more strategic activities.

In short, while Excel is a great starting point for financial modelling, it is important to consider integrating it with more advanced software to stay ahead of the curve. Doing so can help you unlock new insights, save time, and make more informed decisions.

What is financial modeling?

Financial modeling is the process of creating a mathematical representation of a financial situation or system. It is used to analyze and forecast potential outcomes, such as future profits, cash flows, and other financial metrics.

Financial models are typically created using software programs such as Microsoft Excel or specialized financial modeling software. They can be used to evaluate the performance of a company, assess the risks associated with an investment decision, or project future cash flows.

Still have questions? We’ve got answers.

What is Board Management Software?

Board management software is designed to help you streamline and improve the reporting overview and effectiveness of your board meetings and investor relations. It helps startups manage their board members and other stakeholders in an efficient and secure manner using a single platform.

What is Board Reporting Software and how does it benefit tech companies?

Board reporting software is specialized in helping venture backed companies prepare, organize, and present their quarterly or annual meeting materials. Startups can benefit from using a board reporting software thanks to the automation of board meeting preparation, ensuring accurate and up-to-date financial and operational metrics, and enabling effective decision-making for investors.

What is a board intelligence platform?

A board intelligence platform is a comprehensive software solution designed to empower a board of directors with the necessary tools, processes, insights, and data to make informed management decisions. A board intelligence platform has several features such as a board portal, board books, native collaboration features, document management, and data analytics, to create a centralized board portal for all board-related activities and information.

How can board reporting software improve decision-making during your investor meetings?

Investor reporting software will improve decision-making by providing a real-time overview of the relevant information, allowing board members to make informed decisions. This type of product offers real-time company updates, and ensures that investors have access to the latest data. Additionally, it also promotes the collaboration between founders and investors by offering various communication features, such as comments, agendas, calendar management, which enable board members to share insights and feedback.

What are the key features to look for in top-quality board reporting software?

The key features you can look for in a reporting software include:

a. An intuitive user interface: An easy-to-use platform that enables board members to quickly access and navigate essential documents, tasks, agenda items, and resources.

b. Document management: A centralized system to access board materials. Including managing, organizing, and distributing board materials, while supporting version control and access permissions.

c. Collaboration tools: Features that promote communication and collaboration, such as chat functions, annotation capabilities, and secure document sharing.

d. Security: Robust data encryption and user authentication measures to protect your company’s financial performance.

e. Customization: The ability to tailor the software to your organization's specific needs, including custom reports, templates, and workflows. 

f. Integration: Compatibility with your existing business systems such as QuickBooks, Netsuite, Salesforce, Tableau, Snowflake, and others.

How does board reporting software streamline the board meeting process?

Board reporting software streamlines the board meeting process by automating the consolidation of your operational and financial data. Immediately reducing the time and effort spent on reporting preparation, allowing you to focus on strategic decision-making with your board.

Can board reporting software help improve corporate governance and compliance?

Board reporting software can help improve corporate governance and compliance by providing a transparent and efficient system for managing board-related tasks. This includes tracking important deadlines, maintaining records of meeting minutes and board decisions, and ensuring that all required documentation is readily available for review. By centralizing these processes, board reporting software reduces the risk of non-compliance and helps organizations adhere to regulatory requirements.

How do I measure the ROI of investing in board reporting software for my organization?

To measure the ROI of investing in board reporting software, consider the following factors:

a. Time savings: Assess the reduction in time spent on administrative tasks related to investor or board meetings, such as data preparation, report formatting, performance commentary, and distribution.

b. Improved decision-making: Evaluate the impact of more informed decision-making on the organization's performance and strategic direction.

c. Compliance and governance: Determine the value of reduced risk and increased adherence to regulatory requirements.

d. Cost savings: Compare the cost of the software to potential savings in reduced headcount as a result of board reporting automation

How can I ensure a successful implementation of board reporting software within my organization?

Ensuring a successful implementation of board reporting software within your organization involves several key steps:

a. Clearly define your objectives and requirements for the software, taking into consideration the needs of your board members and the specific challenges your organization faces.

b. Research and select a software provider that aligns with your organization's needs and budget.

c. Engage key stakeholders, including board members and administrative staff, to gain buy-in and support for the implementation process.

d. Establish a timeline for implementation, including milestones for training, data migration, and system customization.

e. Provide comprehensive training for all users to ensure they understand the software's features and can effectively use.

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