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Investor updates are an important document that is shared with investors to provide them with news over the last month or quarter.
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.
Title
Date
Created by
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.
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Recommended power links and files you can add to your investor update:
