AI-readable board packs and investor updates
Board packs and investor updates that AI summarizes correctly
Monthly investor updates and quarterly board packs as verified AI Versions: KPIs with periods, actual vs plan, and caveats kept with the numbers.
The problem
Board members and investors increasingly ask AI to summarize updates. KPI tables lose their periods, plan and actual columns get swapped, and “unaudited” disappears.
Comparing this quarter to last quarter requires both documents to be read the same way.
How The Papers handles it
- Publish each update as a new version of the same document, or each quarter as its own document in the room.
- Metrics keep period, currency and classification (actual, forecast, target), each with its source page.
- The change manifest shows what changed between versions.
Checked against the source
- actual vs plan vs forecast
- period on every KPI
- qualifiers such as unaudited or preliminary
Where to put the link
The update email footer and the board portal.
Not a converter
The Papers is not a PDF-to-Markdown converter. Conversion is the first step. Before an AI Version is published, its figures, currencies, dates, periods, qualifiers and formulas are checked against the original document, each value keeps a reference to its source page or cell, and anything the source does not settle is put to the document owner instead of guessed.
Other use cases
- AI-readable pitch decks for investors
- AI-readable financial models (Excel)
- AI-readable research reports
- AI-readable contracts and term sheets
- AI-readable data rooms for fundraising
- AI-ready documents for M&A and due diligence
- AI-readable investor relations materials
- AI-readable proposals, RFP responses and price sheets
- AI-readable product specs, policies and documentation
- AI-readable grant applications and public reports
- AI-readable offering memorandums and real estate packages