Investor update is a monthly report sharing key business information like financials, team updates, customer wins, core metrics, and more with investors. Typically sent via email but can be shared as a PDF, slideshow, or link.
Investors are a vital source of capital and support for your company, and they want to know how you’re doing every month. Failing to deliver transparent investor updates can damage trust and ultimately make it more difficult to raise follow on funding.
Whether it’s a spike in new customers or a sharp decline in product sales, it’s important to share both the good and bad with your investors. By providing them with a full picture of your business you’ll be able to build stronger relationships and better prepare for the future.
The most important tip for writing your investor update is to keep it concise and navigable. Aim to make your report easily skimmable by using bullet points, short sentences, and clear section headers. You should also try to stick to the same schedule for sending your updates to show commitment and consistency.
It can be a challenge to gather all of the information you need for your investor update. It’s a good idea to ask your investors for help with this when possible, as they often have experience and networks to tap into. For example, if you’re looking to hire for a certain role that has been hard to fill in the past, your investors may be able to refer candidates or even help out with interviewing.