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Business Document Templates

Investor Update Template

Prepare, share and track your investor update from one place.

Bit document's Investor Update Template is a smarter way to prepare, share and track your investor update from one platform. Add rich embeds to Bit documents so your investor can view your deck (include cloud links, files, charts, web links and more). 


We recommend that you kick off your update with a letter to your investor and include a quick overview of where you are and any accomplishments over the last month/quarter. One of the most important sections are the areas you need help with. It's important to remember that if your company succeeds your investors succeed. They are a resource that you should lean in on to help you achieve goals and overcome challenges. 


Include sections on your success and challenges. Be upfront with what's working and what's not. You don't want to blindside your investors with anything that could potentially hinder your growth and success as a company. Include your KPIs. It's important to keep everyone on the same page on where your team is with your overall goals. 


Get started and collaborate with your founders to create your investor update today!

Select from a variety of templates and themes that will automatically format your document as you type. Don't waste your valuable time designing a document.

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Collaborate With Your Team

Add Files From Your Devices

Add links to any PDF, PPT or spreadsheet on the cloud from Google Drive, Box and One Drive. Bit will make it appear inside of your smart document. Add dimension & interactivity to your Bit documents.

Receive real-time alerts when someone opens your smart document, know how many times they have opened it, how long they spent viewing it and set  up lead capture, password protection and revoke access to the document anytime. 

Invite team members, partners and clients to join you on your Bit document. Create smart interactive documents together.

See how you can make your investor update document come alive.

Choose Themes & Templates

Add over 150+ file types to your Bit documents. Allow your audience to download them and provide them with context & discussion around your files.

https://example.com

Add Rich Media

Add any YouTube, Vimeo, Ted Video or a video hosted on Google Drive, etc. and add the URL. Simply hit enter and a video player will be added inside your smart interactive document. 

Smart Widgets

Choose from a growing list of widgets and add different types of digital content into your Bit document. Add 100+ file types, images, text blocks, code blocks, math equations, digital content in your library and more. 

Add any web link into a blank line in Bit and hit enter. Watch Bit automatically turn it into a visual link. Edit the title and description to add meaning for your audience.

Add Weblinks

Recommended Power links  and Files you can add to your Bit Document Investor Update Template: 




- Web links, Articles

- Google Spreadsheets, Excel One Drive

- PDFs Google Drive, One Drive

- YouTube, Vimeo Videos

- Files


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