Here is a podcast on how to write and maximize your investor updates. We’ve included the template LAUNCH suggests founders use as a starting point.

https://www.youtube.com/watch?v=dgz-Ud4fq6w&t=476s

Email Template

Subject: Company Name: Month // 1 Interesting Metric (MoM, # of new customers, etc)

Body:

[Greeting],

Who are you, what do you do?

Lead with your one simple sentence to remind investors, at the top of EVERY update

• REVENUE: ##
• SPEND (EXPENSES): ##
• BURN/PROFIT: ##
• CASH ON HAND: ##
• RUNWAY: ##

[Note: it is a great idea to show the last 3-6 months (or average) so investors get an idea of the direction this is trending

Charts-

Key Metrics:

• Revenue by month
• Subscribers
• Pipeline

CEO Report

• Quick (1-2 sentences) narrative of how the month went, highlights/lowlights

Team-

TEAM SIZE:

• Hiring/firing general team updates

Product

• Key product updates or findings

Marketing

• Notable marketing effort and results

Asks & Discussion

• Challenges, asks, request for investor input

Best,

[Founder Name]

Here’s an example