Board reports for innovation portfolios

What the report contains

Executive summary

Three to five key figures and what changed since the previous report.

Pipeline value

Weighted value in total and by stage, with a low–high range.

Funnel

Ideas in, advanced, discarded and gates passed in the period, with conversion rates.

Portfolio mix

Ideas and projects by stage and business type, against the ambition you set.

Projects

Two to three pages each: situation and milestones, monthly numbers, risks and experiments.

Risks and decisions

Kill criteria triggered or under watch, items on hold coming due, decisions waiting for a person.

Method appendix

Definitions, assumptions, probabilities used and their origin, and sources.

How the weighted pipeline value is calculated

Weighted value = possible revenue × probability of reaching first revenue from the current status or stage.

• Possible revenue is the revenue of year three, not the sum of three years, with a low, central and high estimate. An agent proposes it; a person confirms it.
• An idea without an estimate shows as “not estimated”. Values are never imputed.
• Once a status or stage has at least five cases with an outcome, the probability comes from your own history, shown with its sample size and interval.
• Until then, the reference probability of your incubator profile is used and labeled as an assumption.
• Projects that already earn revenue enter with their actual revenue, on a separate line.

• Run the same calculation on your own portfolio

Two layouts from one snapshot

• Report · A4 portrait

  To read and file: contents with page numbers, fuller text and the complete appendix.

• Board · A4 landscape

  To project or hand out: one idea per page, a headline that states the conclusion, a large chart and few figures.

A full report for each project

Each project can also have its own report, with its thesis and market, lifecycle, traction, scenarios and benchmarks.

• Scenarios: low, central and high over 36 months, with every assumption and its origin declared. Drawn as a dashed line and a band, never confused with actuals.
• Benchmarks: read from a reviewed reference file in which every value has a source and date. If no reference exists, the report says so.
• No projection is drawn until a person confirms the assumptions.

Traceable by design

• Each report is built on a frozen snapshot with its cut-off date and the portfolio version.
• The footer of every page shows the cut-off date, the version and the page number.
• An automatic reviewer holds a report back as a draft if figures do not reconcile, a section is empty without explanation, text overflows or an assumption is missing from the appendix.
• Text and figures come from rules on your data. Generating a report uses no AI and no credits.

On demand or on schedule

Generate a report whenever you need it, or schedule it monthly or quarterly. Members of your organization get an email with a link to FounderFold; the PDF is never attached, so data does not leave without a signed-in session.

• Board reports for corporate innovation teams
• Partner reports for venture studios