CFO AI AGENT
Walk into the boardroom with the recommendation, trade-offs, and answers already prepared.
Board Decision Pack
Convert messy financial analysis into an executive decision pack with recommendation, options, risks, sensitivities, and likely board questions.
- Interactive working session with the CFO AI Agent — bring your analysis, leave with the narrative
- executive summary recommendation
- 1 pageexecutive summary recommendationcontext, decision, and rationale — not every spreadsheet tab
- board-ready deliverables
- 3board-ready deliverablesexecutive summary, decision pack outline, risk register
- things every pack pressure-tests
- 2things every pack pressure-teststhe assumptions that matter most, and the questions directors will ask
How it works — and what you walk away with
Finance teams often have the analysis, but not the decision narrative. Boards do not need every spreadsheet tab. They need the recommendation, the trade-offs, the assumptions, the risks, and the questions management has already considered.
This service turns a strategic finance issue into a board-ready decision pack. We clarify the decision required, identify the viable options, build the case for the recommended path, and prepare the CFO for the questions most likely to come.
Use it for capital allocation, acquisitions, cash constraints, AI investment, refinancing, budget resets, or any decision where finance must guide leadership through uncertainty.
The process
Decision Framing
Define the actual decision required — not just the analysis topic.
Options and Sensitivities
Compare viable paths and surface which assumptions matter most to the outcome.
Pack Build
Executive summary, board-ready slide structure with talking points, and a risk register with mitigants.
Board Q&A Prep
Anticipate investor and director objections before the meeting, with prepared responses.
What you get
Executive Summary
One-page recommendation with context, decision, and rationale
Decision Pack Outline
Board-ready slide structure and talking points
Risk Register
Key downside risks, mitigants, and monitoring indicators
What's included
Decision Framing
Defines the actual decision, not just the analysis topic
Options and Sensitivities
Compares viable paths and shows what assumptions matter most
Board Q&A Prep
Anticipates investor and director objections before the meeting
Who this is for
Finance Leaders
CFOs, finance directors, and founders preparing for high-stakes board conversations
Portfolio Operators
Management teams that need sharper decision narratives for sponsors and boards
Fixed-scope project
Scoped to your situation
- Format
- Interactive working session with the CFO AI Agent — bring your analysis, leave with the narrative
Frequently asked questions
Related topics
Related services
Walk into the boardroom with the recommendation, trade-offs, and answers already prepared.
Share your situation and CFO AI Agent will scope it with you — takes about two minutes.