Investor Update Template

Hi [investor],

Intro paragraph that gives the investor the general sentiment on how things are going.

How We’re Doing

  • Key wins
  • Big risks eliminated
  • Revenue KPIs (ideally in chart form)
  • Monthly burn rate (ideally in chart from)
  • Cash on Hand. Include # months runway left.


  • What’s not working or harder than it should be

What’s Next

  • What are you looking to accomplish between now and the next update?

How You Can Help

  • Leverage your investors! Put them to work to help w/ challenges and key risks. Don’t be afraid to make the ask!