Raise on numbers you can prove. Report on numbers you can trace.
Excellent Partner is our investor-relations product. Raise the money for your next location, then keep the people who backed you informed — on your own real numbers.
The whole investor relationship in one place — starting with the part owners actually want: getting the next location funded.
Raise
Model it on the locations you already run
Your history sets the baselines. You set the plan.
Average event value and plate-cost margin are traced from your records. They stay read-only — history is edited by running the restaurant, not in a form.
What the new location will do is yours to set: events per month, the ramp, the build-out, the fixed costs. Each one is labeled an assumption.
Report
Lead with a story the quarter can support
You choose which story to lead with. The figures stay as the quarter left them.
Pick a quarter. Partner offers only the focuses its own numbers support, each one shown with the figures behind it.
AI writes the words. Every number in a table comes from your records — AI never writes a figure of its own.
Distribute
Do the arithmetic before you write anything down
The split first, the notice second.
Enter the total you're paying out and every stake's share appears — split by ownership, rounded to the cent, adding back up to the total exactly.
Record it, read the notice an investor will read, and send it. The money itself moves on your own rails.
Partner · Pro forma · Lumière Old TownSample data
Lumière Old Town — Pro Forma
Model inputs
Average event valueTraced actualTraced from 84 invoices — Σ totals ÷ invoiced events$8,100.00
Gross marginTraced actualTraced from 148 costed menu items — price-weighted plate margin61%
Steady-state events per monthAssumptionWhat the room can hold once the calendar fills — the group's four rooms average five.6
Build-out investmentAssumptionContractor bid plus furniture, fixtures and equipment.$260,000.00
Monthly fixed costsAssumptionRent, the salaried team, and overhead.$16,000.00
Steady-state monthly revenue$48,600Monthly break-evenMonth 3Build-out paybackMonth 24Net at horizon, after build-out$168,999.40
Average monthly revenue by periodEach period's revenue divided by its months, on one scale — with room above for a scenario up to twice the published case.
Chart values are rounded — the figures below are exact.
View as table
Category
Published base case
Q1
$21,870.00
Q2
$41,310.00
Q3
$48,600.00
Q4
$48,600.00
Yr 2
$48,600.00
Yr 3
$48,600.00
This model is interactive in the shared view — figures shown here are the published base case. A scenario, not a forecast: derived figures follow mechanically from the assumptions you set; traced actuals stay fixed.
The model a new location gets funded on, in the shape an investor receives it.The two figures at the top are traced from the group's own operating records, and locked.Every other input is labeled an assumption.The outcomes below are computed from them, not typed in.
What the numbers describe
The room is the business. The numbers only describe it.
Everything the raise needs
Every figure in a table is traced or labeled.
From the first pro forma to the distribution notice — the tools to raise with confidence and report without dread.
Pro formas an investor can argue with
Model the next location from the performance of the ones you already run.
Every assumption is labeled as an assumption. Every actual traces to your real operation.
An investor can try their own assumptions on the model you shared and see where they land. Nothing they try changes the numbers you published.
Pitch decks from real track record
The raise narrative over your actual numbers — drafted by AI, reviewed by you, shared by private link.
Locations, completed events, booked and collected — all from your own records.
Market claims are the exception. The deck can only cite a fact you added yourself, printed with your source and date — anything else never reaches the page.
The ownership registry
Each investment entity and who owns what share of it — capital in, capital out, in one clean place.
Built for how restaurant deals are actually papered: an LLC per location, a dozen investors.
Investor updates, drafted around your story
The quarterly note owners dread, drafted around the story you choose to lead with.
Review, adjust, publish — investors get a private link to exactly what you released.
Distribution notices
Your share, your stake, the quarter that earned it.
A professional notice for the happiest email you send, recorded forever against the registry.
Numbers investors can trust
The numbers you publish never move.
Once you release a version, it can't be edited — there is always a record of exactly what you sent, and when.
The figures come straight from the system that runs the restaurant, so an investor can check any one of them against the operation.
Your update shelf
Nothing reaches an investor by itself.
What’s published, what’s drafted, and what each period led with. Nothing goes out until you release it.
Excellent.Partner
Update
Status
Q2 update · The FairlaneFocus: booking momentum
Ready to releaseJul 8, 2026
Q1 update · The FairlaneFocus: margin quality
SentApr 12, 2026
Q3 update · The FairlaneFocus: collections discipline
Draft — yours to releaseOct 2, 2026
Why high-end groups choose Excellent for the raise
Built for the operator, not the fund.
Most investor tools serve funds and their limited partners. Partner is built for the operator — the person doing the raising, the running, and the reporting.
Your investors see what you publish
No live dashboards, no self-serve queries, no surprises.
Investors receive exactly the updates you release — nothing more, nothing sooner, nothing automatic.
For a raise, put an access code on the link and change it whenever you like. A forwarded link is not access.
The story is yours; the numbers are solid
You choose the emphasis every period. AI writes it well.
Every figure in a table traces to your real operation, so the quarter you're proud of is also the one an investor can check.
Built from the system that runs the place
Partner runs on the same system as your events and your team.
The revenue, deposits, and costs are already there. No spreadsheet to assemble the night before.
We never touch the money
Partner records and notifies; it moves nothing.
Capital and distributions travel on your own rails, between your accounts and your investors'. Your banking stays yours.
Raising is the front door
Partner starts where owners want it to — funding the next location.
The reporting that keeps them ready for the next round comes after, on your schedule.
The registry warns; it doesn't block
A raise that's still closing won't add up to 100% yet, and that's fine.
Under 100% is shown as unallocated, not as an error. Over 100% shows a warning against your operating agreement.
Partner tells you what it sees, then lets you paper the deal the way your lawyer wrote it.
Partner · Investor update · The investor's linkSample data
LumièrePowered by Excellent.
Lumière Group — Q2 2026
This period's focus: Booking momentum. Lead with the booked-revenue and completed-event trend — the demand story.
The spring ran ahead of the winter on both counts that matter: more events completed, and each one worth more than the quarter before. The Terrace Room carried the difference — corporate dinners booked further out than we have seen since we opened it — and the kitchen held its plate margin while doing it.
The period in numbers
Operating locationsTraced actualTraced from 21 event recordsQ1 20264Q2 20264
Completed eventsTraced actualTraced from 21 event recordsQ1 202617Q2 202621
Booked revenueTraced actualTraced from 23 invoices (void excluded)Q1 2026$146,300.00Q2 2026$186,300.00
Collected revenueTraced actualTraced from 23 invoices' recorded paymentsQ1 2026$120,500.00Q2 2026$158,600.00
Average event valueTraced actualTraced from 23 invoices — Σ totals ÷ invoiced eventsQ1 2026$7,700.00Q2 2026$8,100.00
Gross marginTraced actualTraced from 148 costed menu items — price-weighted plate marginQ1 202659.8%Q2 202661%
This update is an informational summary for the people who fund this group — not an offer, a solicitation, or a guarantee of results. Figures tagged as actuals are traced from the group's operating records for the stated period and frozen with this published version; the period's emphasis is editorial, chosen by the owner over those same figures.
A private link to this released version. No dashboard, no queries.
The quarterly note owners dread, on the reader's side of the link.The owner chose what to lead with.The numbers under it come from the quarter's own records.The prior quarter sits beside them, so the story can be checked rather than taken.
Your next raise
Be excellent — to the people who funded you.
Excellent Partner is for owners who raise from their own circle of investors. Model the next location, share it by link, and keep every backer a believer.
A family of products on one spine — your events, your team, and your investors, run from the same place, sharing the same menus, people, and numbers. Use one, or all of them.