This is a useful Investor Update Template (Monthly / Quarterly)
1️⃣ ONE-LINE STATUS (TL;DR FOR BUSY INVESTORS)
Status: On track / Needs attention / At risk
(Choose one — don’t hedge)
Example:
Status: On track, but cash runway tightening.
2️⃣ HIGHLIGHTS (WHAT WENT RIGHT)
Keep it short.
Bullet points only.
Example:
✅ Closed enterprise pilot with XYZ Hospital
✅ Revenue up 18% MoM
✅ Two key hires onboarded
✅ Reduced CAC by 22%
✅ Feature release completed
3️⃣ METRICS THAT MATTER (THE NUMBERS)
Keep it consistent every month.
| Metric | This Period | Last Period |
| MRR | ₹_______ | ₹_______ |
| Growth Rate | ___% | ___% |
| Burn Rate | ₹_______ | ₹_______ |
| Runway | ___ months | ___ months |
| Gross Margin | ___% | ___% |
| Paid Customers | ___ | ___ |
| Churn | ___% | ___% |
4️⃣ LOWLIGHTS (TELL BAD NEWS EARLY)
Silence destroys trust.
Transparency builds it.
Example:
⚠️ Lost one major client (pricing-related)
⚠️ Product release delayed by 2 weeks
⚠️ Hiring for sales role taking longer
⚠️ Support load higher than expected
5️⃣ KEY DECISIONS MADE (SHOW LEADERSHIP)
Example:
🔹 Paused paid ads for 30 days
🔹 Prioritised retention over acquisition
🔹 Delayed office expansion
🔹 Cut discretionary spend by 15%
6️⃣ EXPERIMENTS & LEARNINGS
Investors love evidence.
Example:
🧪 Referral pilot resulted in 3x conversion
🧪 Price increase had zero churn impact
🧪 LinkedIn outreach outperformed Google Ads
🧪 Enterprise onboarding flow simplified
7️⃣ RISKS & MITIGATION
Show that you see the landmines.
Example:
🚨 Cash tight in 90 days
🛠️ Mitigation: Tightened hiring + payment collection push
🚨 Customer concentration risk
🛠️ Mitigation: Diversifying pipeline aggressively
8️⃣ HELP REQUIRED (DON’T BE SHY)
Be specific.
✅ Warm intro to finance leaders
✅ Help hiring a senior engineer
✅ Feedback on pricing strategy
✅ Advice on expansion geography
No vague “any connects welcome” nonsense.
9️⃣ NEXT MONTH’S PLAN
Tell them where you are headed.
Example:
🎯 Close 3 new enterprise contracts
🎯 Launch V2 product version
🎯 Improve onboarding journey
🎯 Break-even target: Q4
🔟 CLOSING (HUMAN BUT PROFESSIONAL)
Example:
Thanks for continuing to support us — feel free to reply directly if you’d like to dig into any area.
Best,
[Founder Name]
[Company Name]
💣 RULES FOR GREAT INVESTOR UPDATES
✅ Send regularly
✅ Be honest
✅ Keep it short
✅ Standardise format
✅ Show thinking
✅ Invite involvement
✅ Admit mistakes
✅ Own decisions
🚫 WHAT NOT TO DO
❌ Write essays
❌ Hide bad news
❌ Cherry-pick numbers
❌ Overpromise
❌ Use jargon
❌ Pretend all is well
❌ Emotionally dump
✅ THE GOLDEN RULE
Investor updates are not PR.
They are a trust deposit.
Make them monthly.