Generate Board Summary (PDF)
Export professional financial intelligence reports for board meetings and executive reviews
Executive Summary (PDF)
3 pages • Concise overview for time-constrained executives
Executive-ready summary suitable for board/investor review
Includes key financial metrics snapshot, top 3 priority exposures, and 90-day outlook summary. Ideal for quick executive briefings.
Includes:
- •Key financial metrics snapshot
- •Top 3 priority exposures
- •90-day outlook summary
Board Packet (PDF)
5 pages • Comprehensive board-ready presentation
Executive-ready summary suitable for board/investor review
Full advisory synthesis with detailed exposure analysis, forward outlook scenarios, and discussion agenda. Designed for board meetings and strategic reviews.
Includes:
- •Executive summary
- •Detailed exposure analysis
- •Forward outlook with scenarios
- •Advisory discussion agenda
- •Appendix with supporting charts
Full Intelligence Report (PDF)
8 pages • Complete financial intelligence analysis
Executive-ready summary suitable for board/investor review
Comprehensive report with all board packet content plus detailed metric trends, anomaly detection findings, vendor analysis, and strategic recommendations. Complete intelligence package.
Includes:
- •All board packet content
- •Detailed metric trends (12 months)
- •Anomaly detection findings
- •Vendor and AR aging analysis
- •Strategic recommendations
- •Risk mitigation roadmap
Cover Design
Ridge Retail Group logo + FIntel branding on professional cover page
Layout Style
Clean white background with navy/black headers and teal accent lines
Footer
"Prepared in collaboration with FIntel Advisory Intelligence"
Format
Letter size (8.5" × 11"), print-ready, with page numbers
All reports are generated with current data and reflect the most recent advisory synthesis.