The monthly board pack,
without the monthly scramble.

AssetCool’s board reporting portal keeps financials, projects, risks, team, customers, and go-to-market in one consistent format — so management reports in minutes and the board sees the same picture every month.

Financials from a spreadsheet

Upload the monthly Excel and get summaries, charts, and runway scenarios — no re-keying.

Key projects & milestones

Write-ups per initiative, tracked month over month, with milestone status the board can scan.

Living risk register

Risks carry over meeting to meeting with a review trail — nothing falls off the radar.

Team & customer updates

Hires, departures, open roles, and key-account health in a consistent monthly format.

Sales & go-to-market

Pipeline, wins, and new ARR alongside the GTM narrative, period over period.

Meetings, minutes & decisions

Agendas, minutes, votes, and action items linked to the monthly board pack.