Growth without visibility is just noise. That’s why serious founders rely on one powerful tool: the Monthly MIS Report.

An MIS (Management Information System) report gives you a 360° view of your startup’s financial and operational health — so you can make smarter, faster decisions.

In this edition, let’s break down exactly what should go into it.

Why Every Startup Needs an MIS Report

• See where the money is going

• Track performance vs. budget

• Control costs before they snowball

• Get investor-ready anytime

• Build accountability with real numbers

What to Include in Your Monthly MIS

Here’s the structure we use for most early-stage clients at CFO Emeritus:

1. P&L Snapshot (Month + YTD)

• Revenue (with breakup by source/product/region)

• Direct costs (COGS)

• Gross profit

• Operating expenses (detailed)

• EBITDA / Net profit

✅ Keep it simple, but consistent every month

2. Cash Flow Summary

• Opening balance

• Cash inflows (collections, loans, capital)

• Cash outflows (expenses, salaries, taxes, repayments)

• Closing balance

• Cash runway

✅ Helps manage burn, runway, and plan for upcoming crunch

3. Budget vs. Actual Analysis

• Compare this month’s actuals against your forecast

• Highlight major variances (with reasons)

✅ Gives clarity on over/under performance

4. Key Metrics & Ratios

• Burn Rate

• CAC, LTV, Contribution Margin

• Monthly Active Users / Revenue per User (if SaaS or D2C)

• Customer churn or retention

• Collections cycle / debtor days

✅ Investors LOVE this section if you keep it clean and visual

5. Action Points / Commentary

• Quick takeaways from the founder/finance lead

• Any pending actions (e.g., cost reviews, overdue invoices, approvals)

✅ Turns raw data into actual decisions

📩 Just drop a message or email office@cfoemeritus.com.

🎯 Final Thought

An MIS report isn’t a “big company thing.” It’s a clarity thing — and clarity scales businesses faster than hustle.

At CFO Emeritus, we help startups build customized MIS dashboards that drive real decisions, not just reporting.

PS: Next week’s edition → “The Finance Stack Every Founder Needs (from Day 1 to Series A)” Subscribe now.!