What is the best way to get custom reports for outside investors without revealing the details?

Want to customize some management and annual reports for outside investors.
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Chris E.
CE
President and Founder at Eustace Consulting
0
Frank, we can help you build any custom reports you need - we've been a Salesforce Partner for 15 years and also can assist with reporting data from any objects within Salesforce and Accounting Seed. Feel free to reach out to us here: www.eustaceconsulting.com Thanks! Chris
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