Board Deck Prep Workflow

Spend 2 hours on the discussion that matters, not 20 hours making the deck.

Updated 2026-04-18
Tycoon solution

Tycoon Agent + AI CFO run a structured board deck workflow. Metrics auto-pulled from source systems (no copy-paste), narrative drafted in your voice from the past 90 days of operational work, slides assembled in Notion or Pitch with your board's template, reviewed by you in 2 hours, and shipped to the board 48 hours in advance. You show up to the meeting with fresh eyes and a real discussion agenda.

How it runs

  1. Pull the metrics from source

    AI CFO connects to Stripe (revenue, churn), Mercury (burn, runway), Mixpanel/PostHog (product KPIs), HubSpot/Attio (pipeline), Gusto (headcount). Pulls the 8-12 metrics your board actually cares about. No manual copy-paste, no stale snapshot from 3 weeks ago.

  2. Compute the narrative arcs

    MoM and QoQ trends for each metric, with callouts on anything outside ±20% of trend. Cohort analysis (net dollar retention, churn by acquisition source). Runway calculation with 3 scenarios (current burn, +1 hire, -1 hire). Identifies 2-3 anomalies worth discussing with the board.

  3. Draft the narrative in your voice

    Tycoon Agent writes 'what happened since last board meeting' in your voice — pulled from your actual Slack/chat history, commits, shipped features, customer calls. No generic 'we're excited about our momentum' corp-speak. Real specifics: who you lost, what you learned, what you're doubling down on.

  4. Assemble the slides

    Slides generated in Pitch, Notion, or Google Slides using your board's template. Typical sections: headline metrics, wins, losses/learnings, product update, financials, team, strategic topics for discussion, asks. Charts rendered server-side so they look identical across viewers.

  5. Pre-write the discussion topics

    Tycoon Agent drafts the 2-3 topics you actually want board input on: a specific hiring question, a pricing decision, a market expansion trade-off. Each topic gets a 1-pager with options + your recommendation + specific questions you're asking the board to weigh in on.

  6. Founder review and edits

    Full deck + discussion docs land in Notion for your review. You spend 2 hours (not 14) tightening language, adding color, removing things you don't want to share yet. AI CFO incorporates edits and re-renders.

  7. Ship 48 hours in advance

    Final deck goes to the board 48 hours before the meeting with a 1-paragraph email summary. Board members read it on their own time, come to the meeting prepared, and you spend the meeting on discussion instead of presenting slides.

Who runs it

  • hire/ai-cfo
  • hire/ai-coo

What you get

  • Board deck prep drops from 14 hours to 2 hours of review
  • Zero stale metrics (all pulled same-day from source)
  • Deck ships 48 hours in advance, not 10 minutes before
  • Board meetings become discussions, not presentations
  • Year-over-year deck consistency (same structure, same metrics, easy trends)
  • Specific discussion topics with founder recommendation (not 'any questions?')
  • Founder sleeps Sunday night
FAQ

Frequently asked questions

Clear answers about wallet credit, usage, subscriptions, and how Tycoon charges for work.

Can the AI really write narrative in my voice?

After 30 days of learning from your Slack/email/chat output, it's indistinguishable for operational prose (metrics commentary, 'what happened', 'what's next'). For philosophical vision-setting and personal anecdotes, it drafts a structure and you fill in the specifics. Most founders find themselves editing 10-20% of the AI draft instead of writing from scratch, and the final version sounds more like them because Tycoon Agent starts from their actual communication patterns, not a generic 'founder voice' template.

My board wants a specific template with our brand fonts and investor logos. Does this work?

Yes. You upload your board template once (Pitch, Google Slides, or Keynote). Tycoon Agent generates slides that match the template — same fonts, same color system, same investor-logo slide, same section breaks. For Pitch specifically, the integration is deepest (we can generate and modify slides programmatically). For Google Slides and Keynote, Tycoon Agent generates the content + chart images, and the template lives unchanged.

What about the 'losses and learnings' slide — will AI paper over real problems?

Tycoon Agent writes operational honesty by default, not PR gloss. It surfaces: customers lost last quarter and why, features that didn't hit adoption targets, hiring misses, cash surprises. For most founders, the draft is actually MORE honest than what they'd write themselves (because they'd soften for the audience). You can edit to add nuance or defer specific topics, but the default is specifics with evidence — which is what good boards want.

How does this handle sensitive topics — a co-founder conflict, a legal issue, something that shouldn't be in writing?

Anything you flag as 'sensitive' gets a placeholder in the deck ('closed-session discussion topic') and the full context goes to a separate executive summary that Tycoon Agent delivers to specific board members directly. For legal/HR issues specifically, the workflow has a 'privileged' mode where the content routes to an isolated memory scope and gets purged after the meeting. You control what's in the formal record vs what's verbal-only.

My board meeting is every 6 weeks — does running this every time mean the deck looks repetitive?

Repetition of structure is GOOD for boards — same metrics in the same place every meeting lets them track trends without re-learning the layout. What varies is the content: the 2-3 strategic topics up for discussion, the customer stories, the hires, the losses. Tycoon Agent uses a consistent skeleton (headline metrics → wins → losses → product → financials → team → discussion → asks) and fills it with fresh content each cycle. Board members describe it as 'finally getting a deck I can actually compare to last quarter's'.

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