Overview with tools, template, software, best practices and alternatives

Why do People do Reports for Investors?

Investors are people who put their funds on either small-scale or large-scale businesses, or both. They entrust their funds to these businesses to yield additional income stream.

Small businesses and corporations generate reports to provide information and updates to the team and the investors. This way, investors will be able to know the activities, performance, status, and progress of the team. In addition, the reports may also include information on the team’s plans, strategies, activities, and evaluations.

Reports for investors also contain pertinent financial information that will help the team and the investors to compare and contrast present and previous information, analyze data, make inferences and conclusions, as well as make rational decisions.

Business teams also inform the team and the investors the achievements and problems of the team. The achievements of the team may include the track record of the team in relation to the mission and vision of the company.

The report for investors also contains the trend in the growth of the funds entrusted by the investors to the companies or businesses they are affiliated with. Investors will be able to determine the potential income their money can achieve, allowing them to decide if they want to continue putting their money to the company.

Virtual teams also make reports for investors in order to update team members, team leaders, and investors on the team’s strengths and weaknesses. The team’s strengths may inspire or motivate other members of the team while the weaknesses can be eradicated by proper training conducted by team leaders.

How do Teams usually do Reports for Investors?

Reports for investors include information on the activities, performance, status, and progress of a small or starting business.

The report should contain factual and updated information because such information will serve as the foundation of the team’s plans, strategies, and actions. The team cannot afford to use falsified data, as this can be revealed later on and this can significantly affect the team’s performance and track record in a negative manner.

Completeness and accuracy are two ingredients in writing reports for investors. Since investment is part of finance and finance involves numbers and figures, the team should make sure that all entries, such as values, entered in the report should be complete and accurate. Missing information will not fully inform the team about the status of the group and the business while inaccurate report may lead to ineffective plans, strategies, and actions.

Organization is another key in writing the report. The team may use bullets to list down salient points in the report instead of mentioning the key points in a paragraph form. Also, bulleted information is easier to read and understand that its narrative counterpart.

Quantitative data can be included in the report to show the rise and fall of the invested funds within a specific time frame. While qualitative data can be indicated in the report document in bullets or paragraph form, quantitative data can be presented using tables, graphs, charts, and diagrams.

To further make the report readable and comprehensive, team members should use a kind of language that can be understood by all. As much as possible, the use of jargons should be limited or reduced, as these terms may not be easily understood by many.

Typical questions/metrics/topics that are usually covered in a Report for

  • How many transactions have you handled and made?
  • What are the available resources to the team?
  • What are the actual threats that you see? How are you going to solve them?
  • What are the potential problems that you foresee? How are you going to prevent them?
  • Do you have other concerns or issues?
  • What are your achievements for today?
  • What short and long term goals do you have in order to meet the company’s objectives?
  • What strategies and actions will you implement to meet the plans?
  • Were the strategies and actions previously implemented successful?
  • What are your strong and weak points when it comes to managing the team?
  • Do you see any open opportunities for improving your management skills?
  • What are the feedbacks of your subordinates on how you handle them?
  • What is the trend in your performance? What is its implication to your future performance?

Advantages & Best Practices of doing Reporting for Investors

Reporting for investors is beneficial to the team for the following reasons.

By doing reports for investors, teams will be able to communicate essential information on the status and progress of the team, business, and the funds entrusted by investors. Team members will be able to share the team’s activities and performance.

Writing reports for investors will also let them know financial trend, which involves increase and decline of the value of stocks in the market. Important factors on the increase and decrease of the value can also be included in the report, for the investors to understand the fluctuations in the values of their money.

Reports for investors include positive and negative points from the company or business where they kept their money. The company’s strengths and weakness can also be contributing factors to the success and failure of boosting the growth and return of the funds.

The achievements of the team or the project can also be included in the report. These may include increase in the values of stocks and increase in the return of income. These may inspire and motivate the team to do better and the investors to continue capitalizing their funds in the company or business.

Problems, which can be actual or potential, can be presented in the report. This will enable team members to prioritize the issues and discuss specific was to solve actual issues and prevent potential issues.

Disadvantages & Pitfalls at doing Reporting for Investors

Reporting for investors can be advantageous to the team in some ways, but there are also times in which it can be a disadvantage to the team.

Writing reports for investors can be time consuming as the reports should contain pertinent information about the status and progress of the team or project. Aside from doing a handful of regular tasks in the workplace, team members will have to create a report for the benefit of the team.

Another issue in writing reports for investors is the online aspect of writing the report. The investors will not be in the workplace all the time, which require team members to send information online. This needs a stable internet connection. However, poor or absent internet access will halt the team members from sending or receiving information to other members of the team, as well as to the investors.

Startup businesses may consider money as a potential issue in writing a report for investors. Generating reports may cost money for printing and shipping the document to the investor’s office. Starting businesses do not have large amount of money as they are just in their developmental phase and the cost from submitting reports will be added to their expenses.

How Teamreporter helps at doing Reporting for Investors

Teamreporter is a business application that aims to reduce the number of status meetings a team has by utilizing scheduled report mails to be sent to team members. teams with up to four team members can use the application for free and signing up for an account takes up to less than one minute.

Teamreporter can be used by team members in any kind of work flow or work environment as they can change the settings of the application, which includes the schedule of the report mails and the question Teamreporter will send to the team members. Additionally, the application can be integrated to existing applications used by the team and it can also be used with e-mails and websites.

Team members can easily send and receive information about the team’s status and progress to and from other members of the team. Teamreporter will send them e-mail notifications that ask them to submit report on their accomplishments, plans, and problems. Based on the users’ replies, Teamreporter will generate a data summary, which will be sent to the members of the team.

Team leaders can also benefit from Teamreporter as they can obtain the latest information about the status and progress of the team and the investment, giving them a great oversight of the group. Team leaders can also use the information from Teamreporter when they do their training module and team evaluation. The reports from the application also help team leaders determine the members who perform well and those who need assistance.

Learn more about Teamreporter

Teamreporter is free for small teams (up to 4 members)