Monthly investor update template.
A repeatable monthly investor update for progress, metrics, problems, asks, cash position, and next-month priorities.
Editable · Works offline · No account · No email gate
Inside the file
Keep believers informed and useful
Clarity earns the next conversation.
Consistent updates build trust before the next round and make it easier for investors to help. A clear operating rhythm also exposes when the company is drifting before the runway makes the lesson expensive.
Built for
Funded founders, bootstrapped founders with advisors, and teams building relationships ahead of a future round.
The parts investors expect.
Make it yours. Make it true.
Send on the same date every month
Report the same core metrics consistently
Name bad news without spin
Make asks specific enough to act on
Three mistakes that kill confidence.
Only sending updates when results are good
Changing metrics to hide weak performance
Writing vague asks such as 'send intros'
Related founder templates.
Stop staring at a blank file.
Download the template, replace the examples with evidence, and get the round moving.