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Investor Reports
Last Updated: March 2026
Overview
The Investor Reports feature lets you generate a shareable web link that gives investors a professional, read-only view of your company's financial KPIs — no login required on their end.
The shared report includes live charts, headline metrics, P&L summary, cash runway, management commentary, and an outlook section. It can also be printed or saved as a PDF directly from the report view.
How It Works
- You upload your monthly/yearly financial data
- AHQ calculates KPIs from your account mappings
- You generate a shareable link on the Reports page
- You send the link to investors — they open it in any browser
- Investors can optionally print it to PDF from within the report
Generating a Shareable Link
- Navigate to Reports from the main menu
- Click "Create Shareable Link"
- A dialog appears with the link and its expiration date
- Click "Copy Link" and paste it into an email, Slack, or data room
Example link:
https://app.ahqfinancials.com/shared-report/a1b2c3d4-e5f6-7890-abcd-ef1234567890Links expire after 30 days. Once expired, recipients see an "expired" message. You can regenerate a fresh link at any time from the report history.
What the Shared Report Contains
When an investor opens the link they see a clean, branded report page with these sections (sections only appear when data is available):
Key Metrics
Headline KPI cards at the top:
- Revenue — period total with MoM growth %
- Gross Margin — colour-coded (green ≥ 60%, amber ≥ 40%, red below)
- Net Income — period total, green if positive
- MRR — latest month, with ARPU and MoM delta if subscription data exists
- Active Customers — latest month count
- Runway — months of cash remaining, colour-coded (green ≥ 6 mo, amber ≥ 3 mo, red < 3 mo)
Revenue & Net Income Chart
Bar + line chart showing monthly revenue and net income over the trend window (up to 6 months of context, even if the report period is shorter).
MRR Trend
Monthly MRR with new MRR and churned MRR bars — only shown when subscription/MRR data is available.
MRR Waterfall
Waterfall chart showing how MRR moved from starting to ending MRR in the latest month (new, churn components).
Burn Rate & Cash Balance
Monthly burn rate bars with optional cash balance area chart overlay — only shown when burn rate data is calculable.
Customer Growth
Active customers trend with new and churned customer bars — only shown when customer data exists.
P&L Summary
Full income statement table: Revenue → COGS → Gross Profit → Gross Margin → OpEx → EBITDA → Net Income. Includes a note if figures are calculated from account mappings (no AI estimation).
Cash Runway
Cash on hand, monthly burn, runway months, and burn trend (improving / stable / declining). Includes any alerts (e.g. low runway warnings).
Revenue Bridge (MRR)
Starting MRR, + New MRR, + Expansion, − Contraction, − Churn, = Ending MRR — shown when MRR bridge data is available.
Management Commentary
Free-text narrative written by you in the Reports section. Appears formatted below the financial data.
Outlook
Forward-looking narrative written by you. Same format as commentary.
Printing or Saving as PDF
The shared report has a "Print / PDF" button in the top-right corner (only visible to you, not to investors — it is hidden when printing).
How to use:
- Open the shared report link
- Click "Print / PDF" in the top-right
- Your browser's print dialog opens immediately
- Choose "Save as PDF" (or your printer) and confirm
The PDF is generated client-side from the live report data. Charts are rendered at A4 size with appropriately scaled bars — no layout issues, no cut-off columns.
Tips:
- Use Chrome or Edge for best PDF output quality
- In the print dialog, set paper size to A4 and margins to "Default"
- Disable "Headers and footers" in the print dialog for a cleaner result
Report History
The Reports page shows all previously generated links with their status:
| Format | Created | Status | Actions |
|---|---|---|---|
| Web Link | Mar 15, 10:23 | Active | [Copy Link] |
| Web Link | Feb 3, 14:30 | Expired | [Regenerate] |
- Active — link is valid, investors can open it
- Expired — link is past its 30-day window; click Regenerate to create a fresh one
Security & Privacy
- Links use UUID v4 tokens (128-bit entropy) — impossible to guess
- No login required for recipients — the token is the access mechanism
- Links expire automatically after 30 days
- Only share via private channels (email, Slack DM) — not public posts
If a link is accidentally shared publicly: generate a new link. The old token remains valid until its expiry date, so treat it like a password — regenerate if compromised.
Typical Workflows
Monthly investor update
- Upload the latest month's financial files
- Wait for KPIs to recalculate (or click "Refresh KPIs" on the dashboard)
- Go to Reports → Create Shareable Link
- Copy link, paste into investor email with a short summary of highlights
Board meeting PDF
- Open the shareable link in Chrome
- Click "Print / PDF" → Save as PDF
- Attach to board pack or upload to board portal
Fundraising data room
- Generate a shareable link
- Add it to your data room alongside other documents
- Regenerate weekly with fresh data during the fundraise process
Common Questions
Does the report update automatically when I upload new data? No. Each link is a snapshot at generation time. Generate a new link after uploading fresh data to share updated metrics.
Can I customise what sections appear? Sections appear automatically based on available data. If a section is missing, it means the required data (e.g. MRR, customer counts) hasn't been uploaded or mapped yet.
Can I add my company logo? Not currently. Custom branding (logo, colours) is planned for a future release.
Can investors interact with the charts? Yes — the web view has interactive tooltips on all charts. They cannot edit anything.
What if a metric shows "—"? This means the value couldn't be calculated from the available data. Check that the relevant financial files have been uploaded and the corresponding accounts are mapped under Account Mappings.