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 UpdatesView all
DQventures Monthly Investor Update
DQventures is a business builder platform and programme designed specifically to maximise the chance of a startup being successful, by helping to minimise the risks associated with becoming an entrepreneur. Check out the template from the team at DQventures here:
Made for InvestorsView all
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.
Aduro Advisors Recommended Quarterly LP Update Letter Template
Aduro Advisors (Aduro) is the premier fund administrator for venture capital and private equity firms. This template is great way to foster deeper, more personable relationships with LPs. It’s designed to share highlights from the portfolio to keep current and potential LP’s excited and engaged.
Quarterly Portfolio Update (Internal Sharing)
This template is designed for a Visible superuser to summarize updates from the portfolio to share with their team members.
Team UpdatesView all
Series AView all
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.
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.
Angel InvestorsView all
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.
Client ReportView all
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.
Sharing Your Pitch Deck with Visible
Sharing a quick Update with investors during a fundraise is a great way to keep them engaged. In this template, we embed a pitch deck and video to give investors the context they need.
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.
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 TeamView all
HubSpot Marketing Report
Our HubSpot Marketing Report is intended for marketers to share with their team and managers using our HubSpot Integration.
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: