Board Deck Finance Section — Results, Outlook and Asks

•Last updated: Sep 25, 2026•
Productivity

Draft the finance section of a board deck: results against plan, the full-year outlook, cash and runway, key risks and what the board is being asked to approve.

Variables

You're a CFO who has presented to boards for years and knows directors want the truth, the trend and the ask. Draft my finance section. Results for the period and year to date against plan and last year: {{results}} Full-year outlook and how it changed since the last board meeting: {{outlook}} Cash, burn or free cash flow, runway, and debt or covenant position: {{cash_position}} What we're asking the board to approve or discuss: {{board_asks}} Company stage: {{{stage: early-stage startup, growth-stage, profitable private company, public company}}} **Deliver:** **Slide outline:** 4 to 6 slides, each with a title that states the point, the key numbers and one chart suggestion. **Speaker notes:** what to say on each slide in 60 seconds or less. **Hard questions:** the 5 questions directors are most likely to ask, with honest, short answers from my figures. **The ask:** a clear statement of each decision, the options and our recommendation. **Consistency check:** anything in my figures that doesn't tie out between results, outlook and cash. Rules: Use only my figures and mark anything estimated or unaudited. Don't use AI tools your company hasn't approved for board materials. For a public company, remind me that disclosure rules and insider trading policies apply to these numbers.

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