The Startup Project
Back to Templates
Free Template

Investor Update Template

Build trust with investors using a simple monthly update format they can scan in minutes.

7
Key Sections
Monthly
Cadence
15 min
To Write
2 min
To Read

Recommended Investor Update Sections

01

Quick Summary

1-2 sentences with green/yellow/red status indicator

02

Key Metrics

MRR, growth rate, churn, runway

03

Highlights & Wins

Major achievements since last update

04

Challenges

What you're struggling with and your plan

05

Product Updates

Roadmap progress and upcoming releases

06

Team Updates

New hires, departures, and open roles

07

Asks

Specific requests: intros, hires, feedback

Best Practices

  • +Send on a consistent day each month
  • +Be honest about challenges
  • +Include specific, actionable asks
  • +Keep metrics consistent month to month
  • +Reply to investor responses promptly

Common Mistakes

  • -Writing a novel instead of bullet points
  • -Only sharing good news
  • -Skipping months when things are tough
  • -Forgetting to include asks
  • -Using vanity metrics without context
Download

Download the Investor Update Template

Get a Google Docs, Notion, and email-friendly version of the update template, plus examples from real startups.

Download Template

Free forever · Works for angels & VC funds · No email required