Welcome to Chapter 5 of Open Source Startup: Investor Reports. For a table of contents, head over to the Introduction here . You've got investors and shareholders. Now you need to keep them in the loop and leverage them to grow your business. If you start with the simple premise that most investors simply don't have the time to read all your detailed information - then you're on the right track. Less is more. Start by asking investors what information they'd like to receive and how often. If you don't get good guidelines, I've always found the following approach works well. And in the spirit of keeping this brief (which you should do) - this will be the shortest post in the Open Source Startup series. Investor Reports should usually include: Management Accounts Aged Payables (who you owe money to) Aged Receivables (who owes you money) Balance Sheet Cash flow Summary (preferably nicely categorised) Profit and Loss (Monthly and/or Year to Date)