Investor (Read-Only) — Pre-seed SAFE holders → Series A → exit acquirers
I am
an investor in Flip360. I hold a SAFE ($500k @ $4M cap) or Series A equity. I expect a 62× return at the low exit scenario, 200×+ at the high. I read-only into the dashboards.
I need
a quarterly investor pack: trajectory actuals vs plan, unit economics (CAC, ARPU, churn), revenue + EBITDA + cash, deal volume, member count, partner count, vertical mix, the 4 stage-gate status, key risks.
So I can
monitor my investment, decide whether to participate in the next round, and prepare for exit.
So that (financial outcome)
Flip360 lands the FY31 exit at $42M revenue × multiple = the 62×+ return the SAFE was priced against.
Who fills this role
Pre-seed SAFE holders → Series A → exit acquirers · Investor · Read-only · SAFE / Series A / Exit · Human role · PHASE 2 — POST G4
The CRM screens I use
- Investor dashboard (read-only)
- Trajectory actuals vs plan
- Unit economics dashboard
- Quarterly investor pack download
- Stage gate progress (G1→G4)
- Key risks register
My KPIs (every one is linked to the FY31 trajectory)
| KPI | Target | Anchored to (financial source-of-truth) |
|---|---|---|
| FY31 revenue | $42M | investors.tsx ASSUMPTIONS |
| FY31 EBITDA margin | > 40% | investors.tsx ASSUMPTIONS |
| Exit multiple | ≥ 62× pre-seed | investors.tsx pre-seed return |
What good looks like
Investor logs in quarterly. Sees trajectory on plan. Member count 1,150 (target was 1,000). CAC $312 (target < $400). Quarterly report downloads with one click. Confidence to participate in Series A.
What bad looks like
Investor has to email Matt for an update. Update is a Powerpoint. No live actuals. Confidence wavers. Series A stalls. Trajectory wobbles.
Who I work with
Reports to: — (top of the chain)
Works with: Founder PMO Director / CFO