Update Templates
Not sure where to start with your update? Let our Template Library be your guide! All templates can be added directly to your Visible account by choosing "Get This Template."
Investor Updates
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The Visible “Standard” Investor Update Template
Our Standard Monthly Investor Update template put together from best practices and tips from Visible users.
Precursor Pre-Seed Update Template
Precursor ventures is an early stage venture firm focused on classic seed investing. Check out their preferred Update template below:
Jason Lemkin Investor Update Template
The following template is based off of a Jason Lemkin blog post, "10 Hacks to Have Happier Investors." In the post Jason states, "Send out Monthly Investor Updates — 48 Hours After the Month Ends. This is your best hack. The key here is not to spend a ton of time on it." Jason goes on to explain what he likes to see in an update which is laid out below.
Made for Investors
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Concise Quarterly LP Update
Our Concise Quarterly LP Update template combines best practices and tips from Visible users.
Internal Portfolio Review Update
This template is designed to help increase transparency across your internal team.
Standard LP Update Template
Check out this template to get inspiration for your next LP update. Consisting of highlights/lowlights, metrics, portfolio news, and more, the template is a great backbone for your next LP update.
Team Updates
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A Weekly Template for Tracking OKRs
The following is an Update template to share progress toward company objectives and key results. We recommend sharing the Update on a weekly basis to keep everyone aligned.
Weekly Sales Recap Template
An inside sales template geared towards sales professionals to give the team an overview of their performance from the previous week.
The CEO Weekly Note
An Update to share information across your company using different methods and styles used by leaders like Marc Benioff, Scott Dorsey, and Kyle Porter.
Series A
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Jason Lemkin Investor Update Template
The following template is based off of a Jason Lemkin blog post, "10 Hacks to Have Happier Investors." In the post Jason states, "Send out Monthly Investor Updates — 48 Hours After the Month Ends. This is your best hack. The key here is not to spend a ton of time on it." Jason goes on to explain what he likes to see in an update which is laid out below.
Bloomberg Beta Investor Update Template
Bloomberg Beta is an early-stage venture fund backed by Bloomberg that invests in startups making work better, focusing on machine learning. They prefer to be the first capital into a company. The template below is based off of the update template in their manual for startups.
Kima Ventures Update Template
An Update template put together by Jean and the team at Kima. Quickly fill in the quantitative and qualitative data Kima finds most useful.
Accelerator
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Antler Monthly Investor Update Template
The following is the recommended template from the team at Antler. Antler is a global early-stage venture capital firm that invests in the defining technology companies of tomorrow.
Techstars’ Minimum Viable Update
In the “Minimum Viable Investor Update”, Jens Lapinski, Former Managing Director of Techstars METRO, lays out 3 items that he finds most useful in his portfolio company updates.
Founder Collective “Fill-in-the-Blank” Investor Update
An investor Update template for busy founders put together by the team at Founder Collective. Simply fill out the bolded sections and have your investor Updates out the door in no time.
Angel Investors
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David Cummings Update Template
This template is largely based off of David Cumming's Investor Update post, "Regular Investor Updates." David is an entrepreneur and angel investor.
An Update Template for Angel Investors
An Update Template intended for sharing with your angel investors. We suggest sharing this Update on a quarterly basis and keeping it simple and to the point.
Chris Redd Investor Update Template
Chris Redd is an angel investor based out of Louisville, KY. The following template is based on Chris Redd's LinkedIn post, "Important Details To Include In Your Investor Update." The text in blue is directly from the post.
Client Report
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Stride Services Monthly Financial Review
The Update template that Stride Services uses to share a monthly financial review with their clients.
Quarterly Business Review
An Update template to send to your clients on a quarterly basis. The template is broken into 5 separate sections; general health, 90 day highlights, benchmarking, usage, and the future.
Integration Partner Update
An Update template to help share product data to your company's integration partners.
Fundraising
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Sharing a Fundraising Pitch via Video
We now support Videos in Updates. Videos are a great way to give the right context to the right investors in a concise and quick way. Check out our template for using videos to kickoff a fundraise below:
An Investment Summary Template by Underscore VC
The following is a template from the team at Underscore. It is based on the memos that they use internally when making an investment. It is a solid foundation for any fundraise and pitch deck.
Starting Your VC 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 and asking for introduction to other prospective investors.
Leadership
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A Weekly Template for Tracking OKRs
The following is an Update template to share progress toward company objectives and key results. We recommend sharing the Update on a weekly basis to keep everyone aligned.
A Template to Share Weekly Wins
Use this template to share your weekly wins with investors, board members, and team members. Call out individual contributors when it comes to sharing major accomplishments. All employees like to be recognized for their contributions and there is no greater place to do so than in front of your outside stakeholders.
SkySpecs Investor Update Template
This is the update template that Danny Ellis, CEO of SkySpecs, uses for his investors. SkySpecs automates the operations and maintenance of utility scale wind turbines with cutting edge robotics. SkySpecs is based in Ann Arbor, MI and have raised $28.5M. The quotes in template are directly from Danny.
Sales & Marketing Team
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A Weekly Template for Tracking OKRs
The following is an Update template to share progress toward company objectives and key results. We recommend sharing the Update on a weekly basis to keep everyone aligned.
HubSpot Marketing Report
Our HubSpot Marketing Report is intended for marketers to share with their team and managers using our HubSpot Integration.
Weekly Sales Recap Template
An inside sales template geared towards sales professionals to give the team an overview of their performance from the previous week.
Seed
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The Visible Seed Stage Update Template
Communicating with your investors in the early days can be a great way to secure future financing, find new customers, and hire top talent. We recommend sending an Update on a monthly basis at the seed stage. You'll be able to make any tweaks and changes you'd like in Visible:
Precursor Pre-Seed Update Template
Precursor ventures is an early stage venture firm focused on classic seed investing. Check out their preferred Update template below:
Jason Lemkin Investor Update Template
The following template is based off of a Jason Lemkin blog post, "10 Hacks to Have Happier Investors." In the post Jason states, "Send out Monthly Investor Updates — 48 Hours After the Month Ends. This is your best hack. The key here is not to spend a ton of time on it." Jason goes on to explain what he likes to see in an update which is laid out below.