Assemble a report from blocks and deliver it to your investors.
A Vein report is built from blocks rather than typed into a document. Each block
pulls from your connected sources, so the numbers are current when you build the
report and traceable when an investor reads it.
A table of metrics you select from your connected sources
Graph
A line, bar, or area chart of one or more metrics over a date range
Qualitative
Written sections: key hires, milestones, risks, asks
Documents
Files from your Vault, shown with their category
Metrics and graphs come from your connections and refresh as those connections
sync. Qualitative sections are the part only you can write, and they are usually
what an investor reads first.
Open Reporting and create a new report. If you send something similar every
quarter, start from a template instead of an empty canvas; templates carry
their block layout and metric selection with them.
Press Create Report on the Reports tab. Templates, beside it, starts from a saved layout instead.
2
Title it and set the period
Create Report opens the editor. Before adding anything, give the report a
title and a start and end date. The period is not decoration: it is what
the metric blocks pull against, so setting it first saves reselecting data
later.
The editor: title and date range at the top, Add Block below, Save Draft and Send Report at the top right.
3
Add and arrange blocks
Add Block builds the report up a section at a time. Order them the way you
want them read: most reports open with a short qualitative summary, then the
metrics that back it up, then the documents. Save Draft parks an unfinished
report on the Reports tab rather than sending it.
Select fewer metrics than you think you need. A report with eight numbers
an investor actually reads beats one with forty they skim.
4
Write the qualitative sections
These are prompts, not required fields. Say what changed, what you learned,
and what you need; the numbers already say what happened.
5
Preview before sending
Preview shows the report as its recipient will see it, including the
verification stamp that records the report ID, generation time, and how many
sources contributed. Check that stamp: it is what tells an investor the
figures came from connected systems rather than a spreadsheet.
6
Send it
Send delivers the report to the investors you choose. They receive it in
Vein and by email, and the copy they hold is frozen at send time.
A sent report does not update when your metrics later change. That is
deliberate, since an investor’s copy should not move under them, but it means a
correction requires sending a new report rather than editing the old one.
Most companies send the same shape of report every quarter: the same metrics, the
same written sections, in the same order. Saving that shape as a template means
you build it once instead of every time.
A template stores the block structure, not the numbers. Reusing one gives
you an identically laid-out report whose figures are pulled fresh from your
connected systems for the new period. You are never at risk of re-sending last
quarter’s values.
Templates are saved from the editor rather than created from scratch, so the
sequence is always: build a report you are happy with, then keep its shape.
Choose Save as Template and name it after the occasion rather than the date.
“Q1 Board Update” stays accurate forever, “March 2026” is wrong by April.Starting a new report then offers your saved templates. Picking one lays out the
blocks immediately, with the current period’s figures already filled in. From
there it is an ordinary draft, and changing it does not alter the template it
came from. Deleting a template has no effect on reports already built from it.
Templates are shared across your company, not private to you. A colleague can
start from the layout you saved, which is the point: it keeps successive
reports comparable even when a different person assembles them.If an investor mentions their own templates, they mean something different:
theirs save what to ask for, yours save how to answer. The two never
interact.
If you report on a fixed cadence, set up a schedule instead of rebuilding the
report each period. A schedule regenerates the report against current data and
sends it to the same recipients, which is usually what a monthly investor update
actually is.
