EN
EnglishEspañolFrançais
 Book a call

Sample handover report

What the fund sees every month.

One page per company: how much of the founder's know-how is captured, what is still missing and what to ask next.

Sample · Illustrative data

Example Co. · Handover report, month 4

Business Industrial distributor, 42 peopleKey person Founder and technical directorTransition Month 4 of 12

Overall coverage

61%

Up from 48% last month.

0%50%100%61%M1M2M3M4

Coverage by area

Customers78%
Suppliers70%
Technical support64%
Operations55%
Finance41%
People38%

212

questions asked by the team this month

83%

answered without calling the founder

51/64

founder questions answered this month

Open gaps

  • Pricing exceptions for the top ten accountsHigh priority
  • Warranty process with the German supplierHigh priority
  • Who approves credit above €20,000Medium priority
  • Month-end close: which reports the bank expectsMedium priority

Next questions for the founder

  • When a customer disputes an invoice, who calls them and when?
  • Which three suppliers would you never replace, and why?
  • What do you check before approving a discount above 10%?

Remaining risk

Medium

Customers and suppliers are well covered. Finance and people still depend on the founder. Next month's focus: credit decisions and month-end close.

This is a sample with illustrative data. Example Co. is not a real company.

Grab the baton.

Want this report for one of your companies? Thirty minutes to see where it would start.

Book a call

Pick a time that suits you. 30 minutes on video.