Finance workflow for Tallyfy

Keep investors informed without the scramble

Investors hate surprises. When board communications are ad-hoc and updates are inconsistent, trust erodes and future funding gets harder. This workflow ensures regular communication, proper documentation, and proactive relationship management.

9 steps

1 fields

Import into Tallyfy Preview steps

Financial Services companyrelated communication

Run this workflow in Tallyfy

Import this template into Tallyfy and assign finance leads and executive assistants to handle investor communications

Upload your investor contact list using Tallyfy's file field and configure deadlines for regular update cycles and board meeting prep

Track information releases, inquiry handling, and crisis communication steps in Tallyfy so nothing falls through the cracks

Import this template into Tallyfy

Process steps

Release information

5 days from previous step

task

*insert template* Investor list: {{list-of-investors-and-contact-7783049}}

Handle inquires and meetings

5 days from previous step

task

*insert template* Investor list: {{list-of-investors-and-contact-7783049}}

Provide feedback to management

5 days from previous step

task

*insert template* Investor list: {{list-of-investors-and-contact-7783049}}

Crisis management

5 days from previous step

task

*insert template* Investor list: {{list-of-investors-and-contact-7783049}}

Prepare regular updates

1 day from previous step

task

Create consistent communications for your investors - monthly or quarterly depending on stage. Include key metrics, progress on milestones, challenges you are facing, and how you are addressing them. Investors hate surprises. Proactive communication builds trust even when news is not all positive.

Manage board communications

1 day from previous step

task

Keep your board informed and engaged without overwhelming them. Send materials before meetings so they can prepare. Make meetings strategic discussions, not just status updates. Know what decisions need board approval and get them scheduled appropriately.

Handle investor requests

1 day from previous step

task

Respond to information requests promptly. Know what you can share and what is confidential. Have standard documents ready - cap table, financial statements, legal docs. Good investors try to help - make it easy for them to make introductions or provide advice.

Plan for next round

1 day from previous step

task

Think ahead about future funding needs. Keep investors informed about runway and when you will need to raise again. Maintain relationships with potential future investors even when you are not actively raising. Build the relationship before you need the money.

Track and fulfill obligations

1 day from previous step

task

Stay on top of legal and reporting requirements. Rights of information, board consent items, shareholder approvals. Missing these creates problems during due diligence for future rounds. Keep your corporate records clean and current.