Investor Update Template

— Template —   Dear [insert first name],

Two sentence intro paragraph that summarizes the highlights from the previous month. You could mention the most important sales you made, new product features released or new employees. This should be a nice hook to keep reading.

  • insert successes

These are bullet points that everyone can share easily. If someone asks an investor, employee or partner how you’re business is doing – these are the facts you want the telling people about.

  • insert challenges

Be honest about what’s gotten in the way of your path to profitability. Don’t hold back – investors in particular can’t help you if they don’t know what’s going on. This is an opportunity to get the things that are negatively impacting you business out in the open early.

  • Revenue
  • Expenses
  • Profit Efficiency (business model)
  • Cash On Hand
  • Investment To Date
  • Total Paying Customers
  • New Customers
  • Cost of Acquisition
  • Full Time Employees
  • Total Unique Website Vistors

Each business has a different set of unique metrics, but there are standard key performance indicators that will keep you honest about how your business is doing and clearly communicate to investors, partners and employees if the business is moving towards or away from profitability.

  • insert needs

List the most important needs your business has which you think the people you’re sending this to might be able to meet. Include funding, customer intro’s, needed hires and feedback on new initatives.

Please reach out to me if you have any questions or comments. Regards, [First Name Last Name] (CEO)]]>