Found cheaper? We match it — see conditions. Incorporation and secretary transfer also carry a 30-day money-back guarantee.
The board meeting's booked. The numbers aren't anywhere yet. Same as last quarter. And the quarter before that.
A board, or an investor who's already in, doesn't ask once. They ask on a rhythm — monthly, quarterly — for as long as the stake exists.
4
the same four things a reporting pack has to show — every cycle, indefinitely
What a board or investor pack actually has to show, every single cycle
Four things, checked every cycle, not built fresh each time
FINANCIALS
Financial performance, reconciled to the books
Revenue, costs, margin — the same figures already filed, not a separate set pulled together the night before the meeting.
CASH
Cash position and runway
What's in the bank, what's committed, and how long it lasts at the current burn — the number a board actually watches first.
PROGRESS
Progress against the plan
What was promised last cycle, set against what actually happened since — the comparison a board or investor is really in the room to see.
NARRATIVE
The story behind the numbers
Why they moved the way they did, and the answer ready before someone in the room asks — the part a spreadsheet alone never does.
+ none of it is optional once someone outside the company has a stake in it — a board or an investor doesn't skip a cycle because it was a busy quarter
+ the four don't change, cycle to cycle. What changes is whether they get rebuilt from nothing or pulled from where they already live
What a rebuild-from-scratch actually costs, on repeat
Nobody pulls all four together from a live account by default — most founders assemble the pack by hand, from memory and whatever spreadsheet was open last time, the night before. That's a fine way to spend one evening. Reporting doesn't happen once:
It's not any one pack that's the problem. It's that the same afternoon comes back due, on a schedule that isn't the founder's to set.
The numbers are still yours to answer for
Whoever helps assemble the pack, the figures presented to a board or an investor are the company's own — and it's the directors who answer if they later turn out to be wrong, not whoever helped format the slide.
Malaysian company law places responsibility for the accuracy of a company's financial position, and for keeping proper accounting records, on the company and its directors — regardless of who helps prepare a report from those records for a board or an investor. The precise statutory basis is being confirmed with legal before this page cites a specific provision.
The one question that decides this
Anyone can build you a board pack. Almost nobody can promise this quarter's was pulled together the same way as the last one.
What happens once the same numbers get asked for twice
On the pack itself, a reporting consultant and OCTIS do the same job. The difference shows up the second time the numbers get asked for:
Why the pack doesn't get rebuilt from nothing each cycle
The company's bookkeeping and ledger already live in this account
not exported to a spreadsheet once a quarter and then set aside
The pack reads the same figures already reconciled and filed
the same revenue and cash numbers, not a second version pulled together for the board
It's assembled from that record each cycle
formatted the same way every time, because it starts from the same source every time
The next cycle starts from where this one left off
not rebuilt from memory, or from whatever spreadsheet happened to be open
An advisor engaged only to prepare the pack doesn't hold the company's books before the engagement and won't after it. Each cycle, it has to ask for the numbers again — and 'ask again' is exactly how this quarter's pack ends up assembled a little differently from last quarter's. Only a firm already holding the ledger can hand the same figures to the narrative, cycle after cycle, without asking first.
The one thing that decides whether the pack holds up
There's no partial credit on this one. The pack either reconciles to the books, or someone — a board member with their own read on the numbers, an investor's own accountant — eventually asks why it doesn't.
What drift actually looks like, cycle to cycle
This is an illustrative example, not one company's real figures — but it's the shape of what happens when a pack is rebuilt from memory instead of pulled from the ledger:
Neither figure has to be a mistake for this to cost trust — a board that catches one inconsistency starts re-checking everything else in the pack too.
What reporting adds to your books
0
extra sets of books kept just for board or investor reporting — the pack draws from the same ledger already being kept for everything else.
The actual cycle, not a one-off deliverable
There's no tier to pick and no price to show on this page — this is the real shape of it, and it's a loop, not a line:
You tell us your cadence
monthly board, quarterly investor update, or both — and who's actually asking
The pack is assembled from the ledger
the same figures already reconciled and filed — not re-collected for the meeting
Your advisor shapes the narrative
the story behind the numbers, and the answers ready before the questions come
Next cycle
the same pack, from the same ledger — not rebuilt from scratch
Pulling the numbers from the ledger removes the hunting, cycle after cycle. It doesn't remove the thinking — the narrative still gets built fresh each time, because the story is different each time even when the format isn't.
Who does the work
Your OCTIS advisor
Reporting and narrative prep are handled by your advisor, working from whatever bookkeeping and filings already sit in your account.
Pricing
Quote-based on your reporting cadence
Monthly board reporting and quarterly investor updates aren't the same amount of work — the quote reflects which, and how much narrative prep you want, agreed before the first cycle starts.
What this actually is
Reporting, not introductions
This is reporting and narrative support. It does not include introductions to investors, a warm network, or any claim about how likely you are to raise money — said plainly now, not after you've paid for something else.
Not covered
- The 30-day money-back guarantee covers only new company incorporation and transfer of company secretary — not this service. There's no fixed price here to guarantee against either; what's quoted is agreed with you before the first cycle, and you can cancel any cycle.
- This is not a licensed fundraising, securities or investment advisory service. It does not include introductions to investors, a warm network, or any claim about how likely you are to raise money — it's reporting and narrative support, not access.
- A company with no outside shareholders and no board doesn't need this yet. There's no cadence to build for if nobody outside the company is owed an update on one — reporting to yourself isn't a standing appointment.
Does this help me raise money, or get introduced to investors?
No — this is reporting and narrative support, not access. We don't introduce you to investors, promise a warm network, or make any claim about how likely you are to raise. What we do is make sure the numbers you're already reporting hold up, and are told clearly, cycle after cycle.
Is there a fixed price for this?
No — it's quoted on your reporting cadence and how much narrative prep you want. Monthly board reporting and quarterly investor updates aren't the same amount of work, so we quote once we know which, before the first cycle starts.
What if my bookkeeping isn't already with OCTIS?
We can still build the pack — you'll just need to supply the figures directly each cycle, the same as with any outside consultant. The advantage of the pack pulling straight from the ledger, with nothing re-collected, applies once your bookkeeping already runs through the same account.
We don't have outside shareholders or a board yet — do we need this?
Not yet. This exists for the point where someone outside the company — a board, an investor who's already in — is owed an update on a schedule. If nobody outside the company is asking yet, there's no cadence to build for.
Does the 30-day money-back guarantee apply here?
No — it covers exactly two services: new company incorporation and transferring your company secretary to us. This is a recurring engagement, quoted per cadence rather than sold as a one-time purchase, and you can cancel any cycle.
Once someone else owns part of it, telling them how it's going stops being a favour. It becomes a standing appointment.
Tell us your cadence — monthly board, quarterly investor update, or both. We build the first pack from what's already in your ledger, and the next one starts from there.