Funded companies

Make the closing record usable

After a funding round, reconcile the signed agreements, money received, allotments and cap table. Keep the evidence for each investor and instrument together so the next report or diligence exercise does not start from conflicting spreadsheets.

Separate statutory and investor reporting

Board materials, management information and contractual investor reports may follow different schedules from statutory filings. Assign an owner to each deliverable and identify the financial source used to prepare it. An investor spreadsheet should reconcile to the books.

Watch the rights and event triggers

• Reserved matters and consent requirements before major decisions.
• Option grants, new issues and secondary transfers affecting ownership.
• Foreign-investment reporting where the transaction requires it.
• Changes in directors, authorised signatories and group arrangements.

An operating example

A new borrowing may be commercially agreed but still require consent under an investment agreement. Put that check before signing rather than discovering it during the next investor review.

Prepare for the next round

Keep a living diligence index and a log of unresolved issues. Kosha can coordinate the reporting calendar, corporate evidence and remediation work; legal interpretation, valuation and regulated professional opinions are separately scoped.

Choose support after the round

Use fundraising compliance for the agreed transaction work and outstanding closing actions. Provide the executed agreements, instrument details, receipts and closing checklist so the assignment can distinguish completed steps from promises still requiring action.

For recurring investor packs, management reporting helps organise the financial inputs, agreed measures and reporting timetable. Identify the audience and definitions used in existing reports before changing a measure or presentation.

For the next round, investor diligence readiness turns document gaps into a tracked preparation list. Keep a named owner and evidence of resolution for each issue instead of treating an uploaded draft as a completed action.

Explain changes in the investor pack

For example, a sales dashboard may report bookings while the accounts record recognised revenue. Define both measures and show how they relate before presenting them together. If a definition changes, retain the earlier basis and explain the effect so readers can compare periods meaningfully.

Maintain the approved reporting version with its underlying schedules and the questions raised by recipients. This gives the next reporting cycle a reliable starting point and helps separate a data correction from a change in the business itself.