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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Manual report generation, PDF exports, and individual email distribution to each VC is time-consuming and doesn’t provide VCs with interactive data access for follow-up questions.
Here’s how to create an automated system that distributes monthly reports to multiple VCs while eliminating the manual export process entirely.
Streamline VC distribution using Coefficient
Coefficient streamlines monthly QuickBooks report distribution to multiple VCs through automated data refresh and secure sharing in QuickBooks spreadsheets, eliminating manual export and email processes.
How to make it work
Step 1. Set up standardized VC report packages.
Import core VC reports like Profit & Loss, Balance Sheet, Cash Flow Statement, and key operational metrics using the “From QuickBooks Report” method. Create consistent monthly reporting templates that automatically populate with fresh QuickBooks data. Build executive summary dashboards with VC-specific KPIs like burn rate, runway, and growth metrics.
Step 2. Configure automated monthly refresh.
Schedule imports to refresh automatically 2-3 days before monthly VC calls. Set up monthly refresh schedules timed to your accounting close process. Use timezone-based scheduling to ensure updates occur during business hours without manual intervention.
Step 3. Implement multi-VC sharing strategy.
Create separate Google Sheets for different VC groups (lead investors, board members, syndicate participants). Share sheets with view-only permissions to specific VC email addresses. Customize data visibility based on VC information rights and investment levels.
Step 4. Set up notification systems.
Configure Google Sheets to notify VCs when monthly reports are updated. Include brief email summaries highlighting key monthly changes or variances. Enable VC commenting for questions directly within the reports.
Step 5. Create VC-specific views.
Create VC-specific views showing only relevant portfolio metrics. Set up comparative analysis across multiple time periods automatically. Enable drill-down capabilities for VCs to explore specific expense categories or revenue streams.
Eliminate monthly VC reporting admin work
This automated approach eliminates 4-6 hours of monthly manual report preparation and distribution while reducing email back-and-forth by 60% as VCs can access detailed data directly. Automate your VC reporting process with Coefficient today.
