What Is the Free Board Pack Template?

CFOTechStack's free Board Pack Template produces a board-ready 13-slide deck from a five-input form — monthly revenue, current ARR, runway in months, team headcount, and three KPI targets. The 13 slides follow the standard structure recommended for series A and series B boards: Cover, Executive Summary, P&L summary, Cash & Runway, KPI Dashboard, ARR & Growth, Burn Rate Breakdown, Key Wins, Key Risks, Asks of the Board, Strategic Narrative, Appendix Metrics, and Q&A Anticipation. Each slide has per-slide speaker notes drafted in neutral CFO-voice, so a board member can read the deck in 5 minutes and walk into the meeting briefed. The output exports to PDF for email or print, and to PPTX for editing in PowerPoint or Keynote. No signup, no account creation, no spreadsheet upload — open the form, fill in the five inputs, and the 13-slide deck is on screen in under 60 seconds.

How the Board Pack Template Works

Enter the four headline numbers from your most recent monthly financials (monthly revenue, current ARR, runway in months, team headcount), pick your stage from the dropdown (pre-seed through series C+), and add the three KPI targets that matter most for your board this quarter — typically named metrics (NRR, gross margin, logo retention, ACV, etc.) each paired with a value or benchmark. The tool runs the inputs through a stage-calibrated narrative engine that auto-generates content for all 13 slides from the data: runway is computed from the months-of-cash input, the KPI dashboard renders the three KPI inputs as a 3-column grid, and the ARR & Growth chart text-renders a five-quarter growth snapshot to keep the printable PDF clean. The strategic narrative slide is generated from the runway / KPI / stage combination in CFO-voice — three sentences on where you stand, where you are going, and the one decision the board needs to make.

Who Should Use the Board Pack Template

Pre-seed and seed-stage founders who are about to run their first board meeting. Seed and series A operators who are closing out a quarter and need a draft deck to send to the board lead 48 hours ahead of the meeting. Series B+ CFOs who want a standardized template that the rest of the finance team can fill in consistently without dragging in a slide-design hire. Fractional-CFO shops that manage dozens of board decks at once and want to standardize the format across their client base. The free template is the right starting point — once you have run it twice and have a feel for the structure, the paid $99/mo product at /products/board-pack-template adds live QuickBooks and Xero wiring so the deck auto-refreshes from your books before every meeting.

What You Get in the 13-Slide Output

Cover slide (company-name placeholder + quarter + date), Executive Summary (three-bullet auto-generated from your runway / stage / KPI combo), Financial Summary P&L (revenue, ARR, growth, gross margin placeholder), Cash & Runway (cash runway computed from your inputs with a text-rendered runway bar), KPI Dashboard (the three KPI inputs as a 3-column grid), ARR & Growth (text-rendered chart of your monthly revenue trajectory), Burn Rate Breakdown (computed from revenue / team-size), Key Wins (three auto-generated bullets from your KPI inputs), Key Risks (CFO-voice risk statements drawn from low KPIs), Asks of the Board (three placeholder asks tied to your inputs), Strategic Narrative (four-sentence AI narrative from KPIs and runway), Appendix Metrics (table of all inputs), and Q&A Anticipation (three likely board questions derived from low KPIs). Each slide has speaker notes drafted in neutral CFO-voice: cover slide 30 seconds, executive summary 90 seconds, P&L and runway slides 2 minutes each, KPI dashboard 90 seconds, wins/risks/asks/narrative slides 90 seconds each, Q&A 5 minutes.

Free vs Paid, and What To Do Next

The free Board Pack Template outputs a standardized draft deck in under 60 seconds from your four headline inputs plus three KPI targets, with PDF and PPTX export. The paid $99/mo Board Pack Template product adds custom branding, live data wiring (the deck auto-refreshes from your books before every meeting), speaker-note tone tuning, version history, and Google Slides export. For teams that want unlimited automated board decks across recurring board cycles, the Scale ($749/mo) tier of CFO Tech Stack bundles the Board Pack Template product inside a broader FP&A platform with real-time dashboards, AI variance analysis, and a dedicated AI CFO agent.

If you maintain a board-led startup and want a depth-comparison generator for live-quarter decks (when you have detailed monthly financials to feed in rather than the five headline inputs of a blank-quarter kickoff), see the Board Deck Generator tool — it sits one row below the Board Pack Template in our free tools list and is the natural next step once a quarter is closed and your P&L is finalized.