Fundraising
Investor Update Template
Sending regular investor updates is one of the highest-leverage habits a founder can build. Done well, they keep existing investors engaged and informed, create a paper trail of momentum, and — critically — double as a warm nurture channel for prospective investors you're not ready to pitch yet. An investor who has watched you execute for six months before you raise is far easier to close than one meeting you cold. Send these monthly, without exception, even when the numbers aren't pretty. Consistency signals discipline; silence signals trouble.
Email template
Subject: [Company Name]: [Month] // [1 Interesting Metric — e.g. 2× MoM revenue, 50 new customers]
[Greeting],
Who we are: [One sentence reminding the reader what you do and how many paying customers you have. Repeat this at the top of every update — investors track many companies and need the context instantly.]
Financials
| This month | |
|---|---|
| Revenue | $## |
| Expenses | $## |
| Burn / Profit | $## |
| Cash on hand | $## |
| Runway | ## months |
Tip: show the last 3–6 months side-by-side (or a rolling average) so investors can see the direction of travel at a glance.
Key metrics
- Revenue by month (chart)
- Subscribers / customers (chart)
- Pipeline (chart)
CEO report
1–2 sentences on how the month went — key highlights and lowlights.
Team
Team size: ##
Brief narrative on hiring, firing, or any notable team changes since last update.
Product
Key updates, findings, or decisions. Include screenshots or short videos where possible — they make updates far more compelling than text alone.
Marketing
High-level summary of notable efforts and results. Cover channels, CACs, and conversion rates. Embed links to any content that performed exceptionally well.
Asks & discussion
This section is where great investor updates earn their value. Be specific — vague asks get ignored.
- Hiring: [Role title] — [one-sentence description] → [link to job post]
- Intros: Looking for introductions to [specific investor type / customer profile / expert].
- Vendors: Trying to find [specific vendor or service].
- Input: Seeking advice on [specific challenge — e.g. pricing, go-to-market, a technical decision].
- Waitlist: "If you'd like early access, reply with 'waitlist me' and I'll follow up in my next update with expansion plans."
Previous updates
- [Month Year] - Add link
- [Month Year] - Add link
Thank you [Investor Name] — genuinely appreciate your support with [specific thing they did]. It made a real difference.
Best, [Founder Name]