Periodic status updates for a company to keep investors up-to-date

Investor Update Report

An investor update report is a regular communication tool used by startups to keep their investors informed about the company's progress. It's essentially a snapshot of the company's health, highlighting key achievements, financials, and upcoming plans. An investor update report typically includes some of the following content.

Headline & Overview

A concise opening summarizing the company's current performance and strategic direction.

Performance Highlights

Recent wins and milestones achieved including product launches, customer acquisition targets met, or key partnerships secured.

Financials (Summary)

Depending on the investment stage, financial metrics like revenue, burn rate, runway (cash remaining to operate), and key performance indicators (KPIs) relevant to the industry.

Product Development & Sales Updates

Progress on product development goals and any upcoming launches or features.

Sales and marketing performance, including customer acquisition costs and channels.

Team Updates

New team members or key hires that strengthen the company's capabilities.

Looking Forward

Upcoming milestones and future plans for growth and development.

Overall Tone

The report should be transparent and informative, acknowledging both achievements and challenges, while maintaining a positive and confident outlook.

Frequency

These reports are typically shared monthly, quarterly, or depending on the agreed-upon cadence with investors.

By providing regular updates, founders can build trust and rapport with investors, keeping them engaged and informed about the company's journey.

Status Update

The status update provides a quick update about top level company activities.

Status Sheet

The status sheet is used by investors to quickly see company status information.

Sections

This template includes the following sections:

• Overview Section - Overview of activity for the time period.
• Highlights Section - List highlights for the previous time period.
• Lowlights Section - List lowlights for the previous time period.
• Metrics Section - Used to collect data on various aspects of performance such as sales, revenue, customer satisfaction, and employee productivity.
• Asks Section - List things that are needed from other people