Principal Investor Reporting Director — Consumer Cohort Evidence

The mandate

Consumer acquisition and repeat-purchase measures in a venture's investor materials change when analysts switch between account, order and delivery records. The board needs one reproducible evidence pack, not another optimistic growth presentation. This three-month project begins on 26 October 2026 and will define cohort membership, substantiate selected growth claims and transfer a controlled reporting method. It does not operate the finance function, decide inventory purchases or promise a fundraising outcome.

The first milestone on 23 November 2026 delivers a claims register and a reconciled customer/order population. The 21 December 2026 milestone produces the cohort definition set, evidence tables and corrections to selected presentation claims. Final delivery on 26 January 2027 is an internally reproduced reporting pack and maintenance guide. Particular care is needed where returns arrive after the reporting cut, guest purchases share incomplete identities, or an acquisition campaign is credited with customers who had previously bought through another channel. Unresolved identity links must remain visible rather than artificially improve repeat behaviour.

The chief executive and head of finance jointly accept each artifact. Population acceptance requires orders and adjustments to reconcile to agreed source totals, with explicit exclusions. The definition set must correctly handle unseen examples of repeat purchases, cancelled first orders, late returns and ambiguous identities. Final acceptance requires an internal finance analyst to refresh two selected cohort views and trace a changed claim back to its evidence without consultant intervention. Payments of 30%, 30% and 40% follow accepted outputs; investor endorsement, capital raised and subsequent marketing performance are not acceptance criteria.

Three days weekly are reserved, primarily remote, with two Bengaluru workshops included. The sponsor supplies pseudonymised customer and order histories, acquisition-spend records, settlement data, existing investor materials and six named contributors. Source-system replacement, predictive customer models and legal fundraising advice are excluded. Additional brands, channels or historical periods need a written adjustment to fee and timetable. The final pack should tell management what its current evidence can substantiate, what remains uncertain and which definitions must remain consistent when the business updates its growth narrative.

What you will own

• Catalogue selected investor growth claims against their exact definitions and supporting records, distinguishing a claim that can be reproduced from one that only survives within a particular analyst's spreadsheet.
• Reconcile customer and order populations using controlled inclusion rules, exposing cancelled orders, identity ambiguity and channel overlaps rather than silently removing difficult cases to strengthen the growth picture.
• Define cohort membership and repeat events with worked edge cases, specifying how late returns and incomplete customer linkage affect interpretation without pretending source uncertainty has been eliminated.
• Construct claim-specific evidence tables that retain acquisition cost and realised cash recovery where relevant, separating directly observed performance from extrapolation or an untested lifetime-value assumption.
• Test the definition set on unseen consumer cases selected by internal contributors, recording classification disagreements and revising the method only through a reviewed change with a visible reporting effect.
• Prepare a corrected investor reporting pack that reconciles charts to maintained evidence, showing meaningful uncertainty and comparable periods rather than redesigning presentation solely to maximise an attractive headline.
• Transfer refresh procedures and definition-change governance through two internally reproduced cohort views, preserving traceability from amended claims to source changes and agreed reporting decisions.

Candidate qualifications

• Demonstrate investor or board reporting work for consumer commerce, D2C or a comparable customer platform where cohort definitions materially changed the story. Explain a disputed acquisition or repeat-purchase measure, the evidence you reconstructed and the correction you recommended. The required expertise is informed finance interpretation and source traceability, not merely the ability to produce attractive charts from supplied marketing tables.
• Show practical knowledge of return timing, channel identity and acquisition attribution sufficient to distinguish observed customer behaviour from unresolved linkage. Describe an edge case your first definition mishandled and how the amended rule affected comparability. You should be comfortable preserving uncertainty in an investor pack and explaining why a less impressive but supportable claim is preferable to a precise number whose population cannot be reproduced.
• Bring 12–18 years in finance with senior startup, head-of-finance or fractional CFO exposure, including stakeholder responsibility for externally shared performance measures. Accounting and analytical grounding may come through ACCA, relevant finance qualifications or equivalent applied practice. Evidence should include constructive challenge of founders or growth leaders and clear separation between reporting assurance, business judgement and professional fundraising advice.
• Reserve three days weekly for three months and two agreed Bengaluru workshops. Demonstrate a previous analytical transfer in which an internal owner could refresh the work and resolve ordinary definition changes. Careful handling of pseudonymised records, auditable scope decisions and artifact-based acceptance are essential. The specialist must leave maintainable reporting evidence rather than proprietary calculations that require another retainer whenever management updates its materials.

Application

Applications for this mandate are received in one way only: through the India Board Terminal's application process. It is automated end to end. Your Executive Passport travels to the mandate holder in its confidential form, your answers to the three questions below are read before anything else in your file, and every stage that follows is recorded on your applications page.

There is no address to write to and no intermediary to call. The mandate holder reads what the Terminal delivers and nothing else, which is what keeps the process the same for every applicant and keeps your name out of it until you release it. Applications close on 11 October 2026. Mandate reference CVU-CON-2026-IND-148.