Investor Relations

How to build a board meeting deck as Independent Clinic Owner-Operators

Investor RelationsFor Independent Clinic Owner-Operators2 apps10 steps~20 min to set up

You inherited a QuickBooks file your bookkeeper touches once a month, a Stripe account you check on your phone, and a Plaid-connected bank feed nobody has looked at systematically. When your silent investor or the SBA lender asks for a quarterly update, you spend a Sunday night copying numbers from three different tabs into a PowerPoint you last updated in 2023. You don't have a CFO, a deck designer, or an associate practice administrator who does this. You have forty-five minutes between your last patient and picking up your kids, and you need something that doesn't embarrass you in front of the people holding your capital.

Build this on Starch → See the apps used

Investor RelationsFor Independent Clinic Owner-Operators2 apps10 steps~20 min to set up

Outcome

What you'll set up

A live financial summary that pulls your actual burn, revenue, and cash position from Stripe and Plaid every day — so the numbers in your deck are never stale the moment you send it

A board-ready narrative update built from your real clinic metrics: patient volume trends, collections rate, no-show impact on revenue, and cash runway — described in plain language, not hospital-system jargon

A repeatable quarterly process that takes under two hours instead of a lost Sunday, and produces a consistent format your investor or lender can read in five minutes

The Starch recipe

Apps, data, and prompts

The combination of Starch apps, the data sources they pull from, and the prompts you use to drive them.

Apps used

Runway Analysis Investor Reporting

Data sources & config

Starch syncs your Stripe data on a schedule (charges, invoices, subscriptions) and syncs your Plaid bank feed on a schedule (categorized transactions, balances). QuickBooks entity-level data — bills, invoices, vendor payments, journal entries — also syncs on a schedule if you use it for your clinic books. Patient volume and collections data from your EHR (Jane App, SimplePractice, Kareo, or Dentrix) can be pulled in via browser automation through your browser — no API needed — or pasted directly into the Investor Reporting app as context the agent incorporates into the narrative.

Prompts to copy

Build me a runway dashboard pulling from my Plaid bank feed and Stripe payments. Show net burn by month for the last six months, projected runway at current pace, and break out expenses by category — payroll, rent, supplies, software. Flag any month where burn was more than 15% above the prior month.

Draft a Q2 2026 board update for my three-provider outpatient clinic. Highlight MRR from Stripe, net burn from Plaid, patient visit volume trend (I'll paste in the numbers from my EHR), collections rate, and our top three operational wins this quarter. Keep the tone direct — my investor is a physician himself and has no patience for fluff. Add a risks section that mentions our credentialing delay for the new provider.

Create a one-page financial summary slide showing: cash on hand today, monthly burn rate (6-month average), projected months of runway, and MRR growth quarter-over-quarter. Pull from Plaid and Stripe. Format it for a Google Slides export.

Run these in Starch → or paste them into your favorite agent

Walkthrough

Step-by-step

1 Connect your Plaid bank account and your Stripe account in Starch. Starch syncs both on a schedule — transactions, balances, charges, and invoices come in automatically without you touching a spreadsheet.

2 Open the Runway Analysis app from the Starch App Store. It calculates your real net burn using six months of Plaid transaction history and your Stripe revenue, then projects runway forward 24 months. Adjust the burn categories so 'payroll' captures your provider compensation correctly — this is the number your investor will ask about first.

3 Pull your patient visit volume and collections rate from your EHR. If your EHR (SimplePractice, Kareo, Jane App) has a web-facing reports tab, Starch can automate that data pull through your browser — no API needed. If not, export the summary CSV and paste the key figures into the Investor Reporting app as context.

4 Open the Investor Reporting app and describe what happened this quarter in one paragraph — new provider credentialing, a payer contract renewal, the no-show rate spike in February, whatever actually moved the needle. The agent uses your description plus the live financial data to draft the full narrative.

5 Review the draft update. The Investor Reporting app pulls competitive market context on the fly — regional outpatient clinic benchmarks, payer mix trends — so your narrative isn't just internal numbers but positioned against what's happening in independent practice more broadly.

6 Tell Starch which slides you need: typically a cover, a financial summary (burn, runway, MRR), a clinical operations summary (visit volume, collections rate, no-show rate), a wins and risks section, and a 90-day priorities slide. Starch assembles the deck structure from your confirmed content.

7 Export to PDF or a shareable link. If your investor wants PowerPoint, export to PPTX. The formatting is consistent with whatever template you set on the first run — you're not re-choosing fonts every quarter.

8 Set the Investor Reporting app to run on a quarterly cadence. When the next quarter closes, Starch pulls the updated Plaid and Stripe data automatically, drafts the new update pre-populated with the latest numbers, and flags you to add your qualitative commentary before it goes out.

9 If you have a QuickBooks file your bookkeeper maintains, connect it from Starch's integration catalog. Starch syncs bills, invoices, vendor payments, and journal entries on a schedule — note that QuickBooks report views like P&L are temporarily unavailable, but entity-level data comes through cleanly and feeds the financial summary.

10 After your first deck is done, save the prompt you used as a template in Starch. Next quarter, the setup time drops to under thirty minutes — you're editing a draft, not starting from zero.

See this running on Starch

Connect your tools, describe what you want, and the agent builds it. Closed beta is free.

Try it on Starch →

Worked example

Q2 2026 Board Update — Three-Provider Family Practice, April Close

Sample numbers from a real run

Cash on hand (Plaid, checking + operating reserve)	187,400
MRR from Stripe (direct-pay memberships + telehealth)	14,200
Monthly collections (insurance + self-pay, EHR export)	91,500
Monthly burn (Plaid categorized — payroll, rent, supplies, software)	103,800
Net burn (burn minus all revenue)	12,300
Projected runway at current pace	15

The clinic closed Q2 with $187,400 in the operating account — about 1.8 months of gross expenses sitting in cash, which is tighter than the board's 2-month floor. Starch pulled this automatically from the Plaid bank feed and calculated net burn at $12,300/month after accounting for $91,500 in monthly collections from insurance and the $14,200 in direct-pay membership revenue coming through Stripe. At that pace, runway is 15 months without any revenue change. The deck flags two risks the founder added manually: a credentialing delay pushing the third provider's start from May to July (roughly $22,000 in lost visit revenue over the gap) and a Blue Cross contract renewal that's been in negotiation for 11 weeks. The wins section highlights that no-show rate dropped from 14% to 9% after adding automated reminder outreach through Calendly — Starch syncs Calendly data on a schedule and surfaced the before/after comparison in the clinical operations slide. The investor asked two follow-up questions; both were answerable from the deck without a second meeting.

Measurement

How you'll know it's working

Net monthly burn (not gross expenses — actual cash leaving the account after all collections)

Cash runway in months at current pace

Collections rate as a percentage of charges billed (by payer and in aggregate)

Patient visit volume per provider per week, with no-show rate broken out

MRR from direct-pay or membership revenue (separate from insurance collections — this is the number that tells you how much of your revenue is predictable)

Comparison

What this replaces

The other ways teams handle this today, and how the Starch version compares.

QuickBooks + Google Slides (manual)

Most clinic owners already have QuickBooks, but the P&L to slide workflow is entirely manual — you're copying numbers by hand every quarter, and the deck is always one bookkeeper delay away from being wrong.

Kareo or Jane App built-in reports

Your EHR's financial reports are built for billing teams tracking claims, not for investor-facing narratives — they show AR aging and denial rates but won't give you a burn-and-runway view across your bank account and payment processor.

Hiring a fractional CFO for board prep

A fractional CFO can build a beautiful deck, but at $150-300/hour for a clinic your size the quarterly engagement cost is real, and they're not available at 9pm the night before your investor call.

Notion or Airtable DIY dashboard

Notion and Airtable are reachable from Starch's integration catalog if you already track operational data there, but building a board deck on top of them still requires manual slide assembly — Starch closes that last step.

On Starch RECOMMENDED

One platform — runway analysis, investor reporting all running on connected data. Setup in plain English; numbers stay current via scheduled syncs and live agent queries.

Try it on Starch →

FAQ

Frequently asked questions

My EHR (SimplePractice, Jane App, Kareo, Dentrix) isn't in your list of direct connections. Can I still use patient volume data in the deck?

Yes, two ways. If your EHR has a web-based reports view you can log into, Starch can pull data through browser automation — no API needed. Alternatively, export your visit summary as a CSV and paste the key figures (total visits, visits per provider, no-show rate, collections) directly into the Investor Reporting app when you're drafting the narrative. The agent incorporates whatever context you give it.

My bookkeeper uses QuickBooks but closes the books 3-4 weeks after month end. Will the deck numbers be stale?

The Runway Analysis app pulls directly from your Plaid bank feed and Stripe on a schedule, so your cash position and burn are current regardless of when QuickBooks closes. QuickBooks entity-level data (bills, invoices, vendor payments) also syncs on a schedule in Starch. One honest note: QuickBooks report views like the P&L summary are temporarily unavailable due to an upstream fix in progress — entity-level data comes through cleanly and is usually enough for a board-level financial summary.

Is this SOC 2 certified? My investor asked about data security before I connect my bank feed.

Starch is not SOC 2 Type II certified today — that's worth knowing before you connect sensitive financial accounts. Plaid and Stripe connections use standard OAuth; Starch doesn't store your banking credentials. If your investor or a lender has a formal vendor security review process, that's a conversation to have before connecting.

Can Starch actually build the slide deck itself, or does it just give me numbers to paste into PowerPoint?

The Investor Reporting app produces a narrative update with financial data and qualitative commentary — think a polished investor memo rather than a raw data dump. A full slide-deck builder (the Presentation Agent) is currently in development; you can request beta access to get notified when it launches. In the meantime, the narrative output from Investor Reporting is formatted so that dropping it into a simple Google Slides template takes under 20 minutes.

I only have one silent investor and update them twice a year. Is this overkill?

The setup is worth it even for a twice-a-year cadence because the hard part isn't sending the update — it's finding the numbers when you need them. Once Plaid and Stripe are connected, your burn and runway are always current. The first deck takes the most time; the second one mostly involves you adding your qualitative commentary to a pre-populated draft.

I don't have Stripe — my patients pay through my EHR's billing module or by check. Can I still use Runway Analysis?

Runway Analysis works best when Stripe is the revenue source, but the burn-side calculation from Plaid stands on its own and is often the more important number for a small clinic. You can add your collections figures manually as context in the Investor Reporting app narrative. If you use Square or another payment processor, connect it from Starch's integration catalog — the agent queries it live when your app runs.