Resources · Template

Monthly investor update

A two-page update in the same format every month: the five numbers, what happened, and what you need.

Download the template ↓DOCX · Building the company
01What it is

A two-page update for your investors, advisers and angels, sent on the same day every month. The five numbers come first, then what happened, then what you need, with last month’s numbers kept in the table so the trend is visible.

What’s inside

  • TL;DR
  • The five numbers: revenue or customers, usage, pipeline, net burn, and cash and runway
  • Highlights, lowlights and asks
  • Commercial
  • Product and team
  • Cash

Start here. The five numbers table, then the TL;DR, then two specific asks. Highlights and lowlights can be three lines each.

It comes filled in with a worked example for Northlight AI Ltd, a fictional company. Blue cells are yours: overwrite the example values with your own and keep the structure. Delete the first page, which is for you, before you send it.

03What's included
The update's first page: the TL;DR and the five numbers
The update's first page: the TL;DR and the five numbers
The commercial section: deals won and lost
The commercial section: deals won and lost
Monthly investor updateTemplate · DOCX
Download the template ↓← All resources