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!
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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.
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