Using AskBiz CFO Data to Prepare for a Fundraise
How to extract and present AskBiz CFO metrics to investors — what they look for, how to organise the data, and how to tell a compelling financial story.
Key Takeaways
- Investors focus on four key CFO metrics: monthly burn rate, cash runway, revenue growth trajectory, and the path to profitability.
- AskBiz CFO provides all four of these metrics in real time, giving you investor-ready data without a finance team.
- Presenting clean, consistent AskBiz data in a fundraise shows operational discipline and builds investor confidence.
What Investors Actually Want to See
When you walk into an investor conversation, the financial questions are predictable. How much are you spending per month? How much cash do you have left? How fast is revenue growing? When will you be profitable or cash-flow positive? These questions map directly to your AskBiz CFO cards: Daily Net Gain/Burn (monthly burn rate), Cash Runway (months of cash remaining), the 30-day and 90-day revenue trend (growth trajectory), and the Rolling Cash Forecast (projected path to sustainability). Having crisp, real-time answers to these questions — drawn from live data rather than a spreadsheet you updated last quarter — is a meaningful signal of operational maturity.
Step 1 — Compile the Four Core Metrics
Before any investor meeting, open your AskBiz CFO dashboard and record the current state of four metrics. First: your current monthly net burn rate from the Daily Net Gain/Burn card — state it in monthly terms (multiply the daily figure by 30). Second: your current cash runway in months from the Cash Runway card. Third: your month-on-month revenue growth rate — check the cash flow chart in 90-day view and calculate the percentage change from the first month to the last month shown. Fourth: the projected date of cash-flow breakeven from the Rolling Cash Forecast, if visible. Prepare a one-page summary or a slide with these four numbers prominently displayed.
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See this in action for your business
AskBiz tracks these metrics automatically — just connect your data and start asking questions.
Start for free →Step 2 — Build the Trend Story
Investors care as much about trajectory as they do about the current snapshot. A business burning $8,000 per month but with burn declining 10 percent month-on-month is a more attractive investment than one burning $4,000 per month with burn increasing 20 percent. Use the 90-day cash flow chart in AskBiz to show your trend. If burn is declining, highlight that. If revenue is growing, show the month-on-month percentage. If your runway has actually extended over the past three months (meaning you are burning less than new cash coming in), that is extremely compelling to early-stage investors.
Step 3 — Present the Use of Funds
Investors want to know exactly what you will do with the capital they provide. This is where the Cost Configuration tool in AskBiz becomes a presentation asset. Open Cost Configuration and model the new hires and investments you plan to make with the raise. Show the investor the forecast before and after funding: before, your runway might be 8 months; after the raise with the planned deployment, runway extends to 22 months and by month 14 the forecast shows cash-flow positive. This level of specificity — tied to real data rather than abstract projections — builds significant credibility.
Step 4 — Export and Present Your Data
To share AskBiz data externally, take screenshots of the key views: the four CFO cards, the 90-day cash flow chart, the Rolling Cash Forecast table, and the P&L summary from the Intelligence tab. Annotate each screenshot with a brief caption explaining what the investor is looking at and why the number matters. Compile these into your investor data room or financial appendix. If your AskBiz subscription includes export functionality, use it to generate a clean PDF summary. The goal is to make it effortless for an investor to verify the health of your business without you needing to explain every number in a meeting.