Board-ready in an hour, not three days.

Executive summary, KPI callouts, cash runway, restricted-fund coverage. Surplus assembles it all from your source-of-truth files.

The problem

Board pack week eats the whole team. Three days of copy-paste from six spreadsheets into one deck that's out of date before it's signed off.

Nobody enjoys it. The board only reads the first two pages anyway.

What Surplus does

Surplus assembles the pack: exec summary, headline KPIs, variance commentary, cash and runway view, restricted funds table. You review, tweak, send.

Executive summary first
The two pages that actually get read, written to your board's tone.
KPI callouts
Cash runway, burn, restricted coverage, programme delivery — all live-linked.
One-click regenerate
Numbers move? Regenerate the whole pack in seconds. No manual reflow.

Example output

November board · Executive summary

Cash runway extends to 19 months at current burn.

"Restricted funds coverage is healthy at 84%. Two programmes are trending materially below plan — Advocacy (-40%) and Travel (-45%) — and warrant a Q4 reforecast at the December session."

"Headcount is on plan; the delayed Nairobi hire is scheduled for January. Full variance table on p.4, cash bridge on p.6, donor pipeline on p.9."

See it on your own numbers.

Free to start. No card. Connect a spreadsheet and get a draft in minutes.

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