Investor Update

Create an interactive modern investor update to showcase the progress your company has made.

What is an Investor Update?

Investor updates are an important document that is shared with investors to provide them with news over the last month or quarter.

Why are Investor Updates Important?

It's an important method of keeping your investors in the loop with the successes, failures and challenges you face as an organization. By providing a regular update it can help you gather resources and advice to continue making your organization successful.

What You Should Include in Your Investor update?



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Message from Founders

Need Your Help: What you need from your investor is the most important part of the investor update. Make sure you kick it off in one of your first sections. Remember investors aren't just about supplying money they can be vital resources to help you grow.

Success: Include milestones reached, major clients, sales goals reached, current MRR, ARR (% increase), new hires, press mentions, etc.

Challenges: Every company has its challenges. It's important to identify what they are and share them with your investors is important. They may have solutions and resources to help you overcome them. It's better to address them early on than to face those challenges when it's too late and not correctable.

KPIs: Include the performance of your most important KPIs (1-3). Depending on your company, product or service this can include your sales numbers, user engagement, etc.

Key Benefits of Making Your Investor Update on

Bit is an collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the main benefits of using Bit:

  1. Collaborate in real-time
  2. Interlink investor update documents
  3. Create fully responsive documents
  4. Create investor update documents only visible to yourself or your team
  5. Track engagement on shared investor update documents with investors, partners, etc.

How to Make Your Investor Update Interactive?

Recommended power links and files you can add to your investor update:

  • Web links
  • Google Sheets, OneDrive Excel, Airtable
  • PDFs, PowerPoint in Google Drive/OneDrive
  • YouTube, Vimeo
  •, Lucidcharts
  • Sketchfab, Figma, Marvel
Rich media embed

Investor Update

Bit documents can also be embedded onto any website! Here's is Bit document that you can interact with and see in it's entirety:
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