GallanDigital™

PE QBR board reporting pack

Quarterly board review content checklist for PE-backed platforms. 34 reporting items across financial performance, operational KPIs, strategic initiatives, risks, and M&A pipeline — structured so the sponsor expects the same format every quarter.

Consistency builds sponsor confidence. Miss the format once, and the next QBR is evaluated in the context of the miss.
Board reporting items34 items
SectionItemsCovers
Financial Performance8Revenue, EBITDA, cash flow, margins, capex
Operational KPIs7Safety, production, quality, workforce
Strategic Initiatives7Value creation plan, milestones, ROI tracking
Risks & Issues6Top risks, mitigation, regulatory, litigation
M&A / Growth Pipeline4Pipeline status, LOIs, integration progress
Board / Sponsor Asks2Approvals, decisions, resource requests
34 reporting items 6 sections PDF checklist Quarterly cadence

6 reporting domains

Every section a PE sponsor expects in a quarterly board review

Financial performance (8)
Revenue vs. budget, EBITDA bridge, margin trends, cash flow, capex tracking, and working capital.
Operational KPIs (7)
Safety metrics, production output, quality rates, workforce utilization, and customer satisfaction.
Strategic initiatives (7)
Value creation plan progress, milestone tracking, initiative ROI, and resource deployment.
Risks & issues (6)
Top enterprise risks, mitigation status, regulatory exposure, and litigation updates.
M&A / growth pipeline (4)
Active pipeline, LOI status, integration progress for closed deals, and pipeline valuation.
Board / sponsor asks (2)
Approvals needed, resource requests, and strategic decisions requiring board input.

Is this for you?

Built for

  • COOs and CFOs preparing quarterly board packages
  • PE operating partners standardizing QBR format across portfolio companies
  • Chiefs of Staff assembling board materials
  • FP&A teams building the data behind the board deck

Not designed for

  • Monthly operating reviews (see the Investor Reporting System)
  • Public company board reporting (different disclosure requirements)
  • Venture-stage companies without PE board oversight

What you walk away with

Pricing

Most common
Internal Use License
$199
Use within one PE firm or portfolio company.
  • Complete 34-item QBR checklist (PDF)
  • 6 reporting sections
  • Status and owner tracking columns
  • 14-day refund window
Request Access
Consulting License
$749
Deploy at client sites. White-label permitted.
  • Everything in Internal Use
  • Deploy at up to 10 client sites
  • White-label rights
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Frequently asked questions

No. This is the content checklist that defines what goes into the deck. It tells you what to include, not how to format it. Use it alongside your existing deck template to ensure completeness.

The Investor Reporting System covers monthly LP reporting — the ongoing monthly cadence. This QBR Pack covers the quarterly board review — a deeper, more comprehensive review that happens 4 times per year.

The checklist provides the standard PE QBR structure. Add, remove, or reorder items to match your sponsor preferences. Most operators use 80% as-is.

A former Big-4 consultant and Managing Director who prepared and delivered quarterly board presentations under PE sponsor oversight.

Never scramble to assemble a board deck again.

34 items. 6 sections. Quarterly cadence. Sponsor-consistent format.

Request Access — $199 Back to Systems Catalog