Important elements of an Investor Report
What is inside an Investor Report?
Whether you are presenting your success to the existing investors or pitching to new ones, there are several KPIs that SageData team is often asked to put together for the investors of our clients. One of them is the Debt-To-Equity ratio, which points to how leveraged your company is. ROE and ROA track the profitability of the company and are an important indicator to the investors. The ROA shows how efficiently the company is using its resources to generate revenue. The ROE is similar to ROA but factoring out the debt. That way it shows the return to the equity holders. The profit margins (gross and net) show the financial success of the company in terms of profitability. They could be used for benchmarking against competitors, or for validating the business model of the company.
Another important set of metrics are the comparisons between target and actual values. Reaching targets shows that the company is living up to the standards set by the management. Targets also serve as a good guiding point for employees.
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Other KPIs often found in Investor Reports
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