Founder's Overview

Your executive command centre — health score, KPIs, runway, and alerts

Your Executive Command Centre

Founder's Overview is a centralised command centre that aggregates your startup's health score, key KPIs, funding runway, and real-time alerts into a single executive dashboard. Instead of chasing numbers across spreadsheets, emails, and accounting tools, you get a complete, real-time picture of your business health — financial, product, team, and legal — in one place.

Research from CB Insights shows that 38% of startups fail due to running out of cash — typically because founders lack visibility into their burn rate and runway until it's too late. Founder's Overview solves this with real-time alerts, configurable thresholds, and scenario modelling so you always know exactly where you stand.

  • Startup health score benchmarked against similar-stage startups in the Corpfy ecosystem
  • Runway calculator with alerts when cash drops below your configured threshold
  • KPI dashboard with MRR, ARR, CAC, LTV, NPS, headcount, and product engagement
  • Critical alerts for compliance deadlines, funding milestones, and operational red flags
  • AI-powered strategic insights on fundraising readiness, unit economics, and team gaps

Core Dashboard Modules

Module What It Tracks Key Signals Alert Threshold
Startup Health Score
Composite
Quantitative scoring across financial health, operational efficiency, legal compliance, product maturity, and team completeness. Refreshes dynamically as you update data. Overall score out of 100; per-dimension breakdown; benchmark vs. similar-stage startups Alert when overall score drops below 60; dimension-specific warnings below 50
Funding Runway
Financial
Cash balance, monthly burn rate, projected months of runway. Auto-calculated from your banking and accounting integrations. Scenario modelling: "What if we reduce burn by 20%?" Months of runway remaining; burn rate trend (increasing/decreasing); cash balance history Alert at 18 months (plan fundraising); urgent alert at 12 months; critical at 6 months
KPI Dashboard
Revenue & Growth
MRR, ARR, revenue growth rate, customer count, churn rate, NPS, CAC, LTV, headcount, product engagement. Customisable widgets; supports manual entry and accounting integrations. Period-over-period comparisons; trend lines; anomaly alerts when metrics deviate from forecast Alert on churn spikes, CAC increases above 20% month-over-month, NPS drops below 30
Critical Alerts
Compliance & Ops
Compliance deadlines (ROC filings, GST returns, TDS deposits), board meeting schedules, investor update reminders, hiring milestones, product roadmap risks. Upcoming deadlines with priority levels; overdue items with escalating alerts; next 30/60/90 day calendar 30-day advance warning for all compliance deadlines; 7-day urgent alerts; same-day critical alerts
Strategic Insights
AI-Powered
AI-generated analysis on fundraising readiness, unit economics trajectory, team gap identification, product-market fit signals, and competitive positioning. Fundraising readiness score; unit economics health (LTV:CAC ratio); PMF signal strength; team completeness index Weekly insight digests; investor-readiness report generated on demand

How to Use Founder's Overview — Daily, Weekly, Monthly

Daily (5 minutes)

  • Check the Critical Alerts panel — are there any compliance deadlines or operational red flags requiring action today?
  • Review overnight metric anomalies — did churn spike, did a large payment come in or go out?
  • Check the Quick Actions panel for any investor replies or board action items pending

Weekly (15 minutes — recommended: Sunday evening)

  • Update your MRR and customer count — manually enter if not integrated, or verify auto-sync accuracy
  • Review your burn rate against last week — is it trending up or down?
  • Update team headcount and open roles — feeds into the health score team dimension
  • Check the runway projection — has it changed materially from last week?
  • Log any significant events: new customer signed, key hire joined, investor meeting held

Monthly (30 minutes — on the 1st of each month)

  • Review the full KPI Dashboard — period-over-period comparisons across all metrics
  • Read the AI-generated Strategic Insights report — identify the top 3 actions for the month ahead
  • Check your Startup Health Score — which dimension improved? Which declined?
  • Generate the investor update report from the dashboard — share with your board and angel investors
  • Review the next 90 days compliance calendar — schedule any board meetings or filing deadlines

Founder's Overview as an Investor Communication Tool

  • Export a one-page Founder's Dashboard Report — pre-formatted for investor updates
  • Share a read-only investor view with board members and angels — no manual updates needed
  • Generate a fundraising readiness scorecard before approaching new investors — know your gaps in advance
  • Track investor commitments and conversations directly in the dashboard

Startup Health Score — The Five Dimensions

Financial Health (25% weight)

Evaluates your cash position, revenue trajectory, and path to sustainability:

  • Cash Runway: 18+ months scores highest; below 6 months is critical
  • Revenue Growth: Month-over-month MRR growth rate vs. industry benchmark
  • Burn Multiple: Net burn divided by net new ARR — below 1.5x is healthy for early stage
  • Gross Margin: Target 60%+ for SaaS; 40%+ for marketplace; 20%+ for commerce

Legal Compliance (20% weight)

Tracks your regulatory standing across Indian company law, tax, and IP:

  • ROC Filings: AOC-4 and MGT-7 filed on time with zero penalties
  • Tax Compliance: GST returns, TDS deposits, income tax advance payments current
  • IP Protection: Trademark registered, IP assignments executed for all founders
  • DPIIT Recognition: Active recognition for 80-IAC tax exemption eligibility

Product Maturity (20% weight)

Measures how well your product resonates with customers and how fast you ship:

  • PMF Score: Sean Ellis test — 40%+ "very disappointed" threshold signals strong PMF
  • Retention: D30 retention above 40% for consumer; above 80% for B2B SaaS
  • NPS: Net Promoter Score above 50 signals strong product-customer fit
  • Roadmap Velocity: Percentage of quarterly roadmap delivered on time

Team Completeness (20% weight)

Assesses whether you have the right people to execute your plan:

  • Critical Roles Filled: Does every key function (product, engineering, sales, finance) have a leader?
  • Retention Rate: Monthly voluntary turnover below 2% is healthy
  • ESOP Setup: Employee equity programme in place to attract and retain top talent
  • Founder Alignment: Vesting schedules and SHA clauses protect against co-founder conflict

Operational Efficiency (15% weight)

Evaluates whether your processes and infrastructure can scale:

  • Process Documentation: Key SOPs documented in Knowledge Hub
  • Vendor Management: All critical vendor contracts active and MSAs in place
  • Infrastructure: Cloud architecture reviewed, security posture assessed
  • Compliance Automation: Payroll, GST, and filing reminders automated

Frequently Asked Questions

How is Founder's Overview different from the KPI Dashboard? +

The KPI Dashboard tracks specific numerical metrics (MRR, burn rate, CAC, etc.). Founder's Overview is the top-level command centre that pulls from KPI Dashboard, Compliance Calendar, Health Score, and all other Corpfy modules into a single daily view. Think of KPI Dashboard as one instrument in the cockpit; Founder's Overview is the entire cockpit.

Does this replace my investor update spreadsheet? +

Yes. The Founder's Dashboard Report export generates a pre-formatted investor update with your key metrics, health score, runway, and strategic highlights. You can set up a shared read-only investor view so your angels and board members can check metrics in real time — eliminating the monthly manual update cycle entirely.

How does the runway calculator work? +

Runway = current cash balance ÷ average monthly net burn rate. The calculator uses your last 3-month average burn to smooth out anomalies. If you connect your bank account or accounting tool (Razorpay, Zoho Books), burn rate updates automatically. You can also run scenarios: "If I cut payroll by ₹5L/month, how much does my runway extend?" Alerts trigger when runway drops below your configured thresholds (default: 18, 12, and 6 months).

What accounting tools does Founder's Overview integrate with? +

Corpfy integrates with Zoho Books, Tally, QuickBooks, and Razorpay for financial data. Bank statement imports (CSV/PDF) are also supported for manual data ingestion. CRM integrations with Corpfy CRM Pipeline and HubSpot feed revenue pipeline data into MRR projections. Payroll integrations with RazorpayX Payroll, Corpfy HR & Payroll, and Keka feed headcount and payroll cost data.

How is the health score benchmarked? +

Your score is benchmarked against startups in the Corpfy ecosystem with similar: funding stage (pre-seed, seed, Series A), sector (SaaS, D2C, fintech, etc.), and revenue range (₹0–₹1Cr, ₹1–₹10Cr, ₹10Cr+). A score of 75+ in your cohort means you're well-positioned for the next funding round. Below 60 means there are material gaps investors will flag in due diligence.

Key Takeaways for Founder's Overview

Your runway is your single most important metric — monitor it weekly, not monthly:

Most founders discover their runway is critically short when it's already too late to fundraise in time. A typical Series A process takes 6–9 months in India. You need to begin fundraising conversations at 18+ months of runway — which means you need to know your exact runway number every week. The Founder's Overview runway calculator with 18-month and 12-month alert thresholds ensures you never get caught off guard.

A composite health score gives you a board-ready view in 30 seconds:

Before every investor meeting, board call, or team all-hands, you should be able to answer five questions in under a minute: How healthy is our cash position? Are we legally compliant? Is our product resonating? Do we have the right team? Are our operations scaling? The five-dimension health score gives you that snapshot instantly — and flags which dimension needs attention before investors point it out.

Compliance alerts eliminate the single biggest non-revenue reason startups get penalised:

Under the Companies Act 2013, missing ROC filing deadlines incurs penalties of ₹100–₹500 per day per director, compounding. Under GST, late GSTR-3B filings attract ₹50/day interest plus 18% annual interest on outstanding tax. These penalties are entirely avoidable with a calendar-driven alert system. The Founder's Overview compliance calendar pre-loads every deadline based on your incorporation date and entity type — no manual calendar management required.

Investor-ready reporting should take minutes, not days:

Many founders spend 4–8 hours each month compiling investor updates from multiple systems. With Founder's Overview, your investor update report is generated in one click — it pulls your health score, KPI trends, runway status, compliance standing, and strategic highlights into a pre-formatted document. Board members can also access a live read-only view so they're always informed between formal meetings, reducing the frequency of ad hoc update requests.

Strategic insights close the gap between data and decisions:

Collecting metrics is worthless without acting on them. The AI-generated insights layer on top of your data to surface non-obvious patterns — for example, identifying that your CAC has increased 30% over three months before it shows up as a crisis, or flagging that your LTV:CAC ratio is below the 3:1 minimum that Series A investors expect. These insights translate raw numbers into specific recommended actions, making Founder's Overview a decision-support tool rather than just a reporting dashboard.

Inside Corpfy Founder Overview

Corpfy Founder Overview is your daily cockpit — the 8 metrics every founder checks first thing each morning (MRR, Runway, Pipeline, NPS, Headcount, Cash Balance, Open Actions, Health Score) in a single view, with direct module access and a consolidated alert feed so nothing urgent slips through across your 15+ Corpfy dashboards.

What you get in the dashboard

FeatureWhat it doesFounder benefit
8-KPI Founder CockpitMRR, Runway, Pipeline Value, NPS Score, Headcount, Cash Balance, Open Action Items, and Company Health Score — all in one viewStart every morning with full context in 60 seconds instead of opening 5 different dashboards
Weekly Delta HighlightsShows biggest changes since last visit with colour-coded delta (positive green, negative red)Know immediately what changed — which metrics improved and which need a conversation today
Cross-Module Alert CentreConsolidates all Red and Amber alerts from every Corpfy module into one feedNothing urgent goes unnoticed — a contract expiring, a vendor going critical, a team member at attrition risk all surface here
Open Action Items TrackerAggregates board action items, investor follow-ups, and compliance deadlines from across Corpfy into a to-do feedNo more missed follow-ups because the action item was buried inside a meeting notes page
Milestone TrackerTracks fundraising milestones, product launch milestones, and hiring milestones with status and target dateMilestone progress visible to the whole founding team — alignment without a weekly all-hands
Corpfy

Simplify your entrepreneurial journey with our unified startup enablement platform. We streamline compliance, operations, and growth—so you can move faster, reduce friction, and focus on building your client base and product features.

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