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Investor Updates

An Update Template for Raising Your Series A

An Update Template for raising your Series A. This template is largely based off of our webinar, “How to Raise your Series A.” The template is intended to share with…

An Update Template for Kicking Off Your Fundraise

Leveraging your existing network and investors is a great way to kick off a new fundraise. Below is a quick template to share with your current investors announcing your fundraise…

CEO Weekly Note Update Template

CEO Friday Note Successful companies come in different shapes and sizes yet they often share a few key traits. One of which being regular and open communication. Dig into any great…

V2MOM: The Salesforce Secret to Company Alignment

In 19 years, Salesforce has transformed from a “startup” to a publicly traded company with over 30,000 employees. They’ve managed to sustain incredible growth while maintaining strong organizational alignment and communication. As…

Quickbooks Update Template

QuickBooks Report Template In the words of Tomasz Tunguz, Partner at Redpoint Ventures, “Financial statements are the Rosetta Stone for a business. They are the most succinct way of communicating…

An Update Template for Sharing Your HubSpot Funnel Metrics

What campaigns are working? What content is performing best? Where can we improve inefficiencies? Where should we double down? Continuing to review, analyze, and “duct-tape” your funnel is key to…

Xero Reports: Consolidating Your Data

Managing multiple Xero entities can be a time-consuming and tricky task. Using a combination of our Xero Add-on and new Variance Reporting you can easily centralize, consolidate, and distribute your…

An Update Template to Ensure You Get the Most of Your All-Hands

Weekly All Hands Team Email Template There is no doubt that All-Hands Meetings can be a powerful tool to drive culture, share accomplishments, and break down company performance. However, as…

What Jason Calacanis Looks for in an Investor Update

Jason Calacanis Investor Update Template Jason Calacanis, Angel Investor, has invested in 150+ companies so it is safe to say he has had a number of investor updates come across…

Build Relationships with Every Customer Using QBR Updates

In an ideal world every company would be able to host a “Quarterly Business Review” for every customer. In reality, QBRs are generally reserved for your “higher touch clients” (read:…