How does the reporting feature work on Funderbeam?

The purpose of submitting standardised reports is to provide investors with objective, relevant and timely information, reported in a transparent manner. 

An Issuer must provide an update no later than 30 days after the end of the previous quarter.Official results for the previous financial year must be submitted no later than 6 months after the end of the financial year.

Please note: once published, the report can no longer be edited or deleted. To issue corrections, post a new company update.

How to create a report?

There are two ways you can publish your report:

  • Your own format, at the bottom of the reporting page you can find an “add file” button. Which allows you to upload your pre-made PDF report. When using your own report, you may design it with your company style while making sure you showcase the following mandatory KPIs: Number of Employees, Revenue, Runway, Website visits. (Navigate to Step 4)
  • The Funderbeam format, with which you simply need to fill in the box directly from our website.

Step 1

On the left sidebar, find the company you wish to publish a report for and navigate to the “Updates” tab.

On the right hand side, you will be able to see the “Updates”, choose the characteristics of your report and press “Create”.

Step 2

Add summary from the company on what has happened since the last update. What are the highlights and lowlights? What has been achieved during the reporting period?

Note the “add section” option, with which you can elaborate further with additional sections. Each “section” is built the same, a header used as a title and a dialogue box to elaborate with more details.

Step 3 

Through this report you also need to fill in the mandatory KPIs (Key Performance Indicators) through this table. You are of course encouraged to add more (optional) metrics to inform your investors of your development by clicking on the “Add Row” button right under the table.

Mandatory KPIs

The following are mandatory KPIs for companies to report on a monthly or quarterly basis:

  • Revenue – total value of all goods and services during the reporting period.
  • Number of employees – the number of employees calculated based on the full-time equivalent hours (160 hours per month).
  • Runway (months) – number of months that the company can operate with current funds. If the company is profitable, the “Runway” section should be filled with “N/A”.
  • Traction – web visits/app users/subscribes/active users etc (which metric suits best for your company).
  • Users/clients – how many new users/clients during the reporting period? How many in total?
  • Outstanding debts – currently outstanding loans. It is important to point out (for example in the comments) whether it is a loan from a credit institution, an investor, or a related party. In the case of repayments based on an annuity schedule, theshort-term and long-term components could be shown separately.

Recommended KPIs

It is also strongly recommended to implement some sector-specific KPIs, depending on the company’s business. These KPIs will be communicated with every company individually.

  • Business development – any new major contracts? Are there any structural changes in the company? Are there any major plans to be disclosed? etc.
  • Team – Notable changes in the team. Any vacancies?
  • Market – What kind of new trends and changes have been happening in the market in which the company is engaged in?

Step 4 

What are the mandatory requirements in reporting?

  • The listed KPIs and subtopics are mandatory to report.
  • “N/A” is acceptable as a valid entry if any KPI should be irrelevant or a subtopic does not contain information.
  • For all topics that do not contain information or are not reported (filled with the symbol “N/A”), the company is obliged to provide an explanation on why they have not provided the KPI in accordance with the marketplace rules.
  • Monthly and/or quarterly reports must be submitted in English. In case the annual report is in the company’s local language (which is not English) then there has to be a summary provided in English.
  • Reports must be submitted following the structure of “Company reporting standards” on the Funderbeam platform. It is important to keep in mind that the structure of the reports is not changed over time.
  • Any advertisement or promotion in the report that the company publishes on the Funderbeam platform is not allowed
  • Please note: once published, the report can no longer be edited or deleted. To issue corrections, post a new company update.
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