Update Templates

500 Global is a venture capital firm with more than $2.7 billion¹ in assets under management that invests in founders building fast-growing technology companies. We focus on markets where technology, innovation, and capital can unlock long-term value and drive economic growth.

Our Standard Monthly Investor Update template put together from best practices and tips from Visible users.

This is a recommended template for Antler portfolio companies. Antler is the global investor backing the world's most driven founders, from day zero to greatness.

A Pre-Board Meeting Update Template that you can share with your board to help you make the most of your meeting time. By sending over a quick packet before your next meeting it will allow everyone to have time to prepare and come ready to discuss the topics that truly matter to the business.

500 Global is a venture capital firm with more than $2.7 billion¹ in assets under management that invests in founders building fast-growing technology companies. We focus on markets where technology, innovation, and capital can unlock long-term value and drive economic growth.

Laurel Hess is the CEO and Founder of hampr. The following template is what Laurel uses to update her investors on a monthly basis.

This LP Update template was crafted by founders at VC Stack. The blog post that includes this update template is titled 'How to Write a LP update as a VC' found at vcstack.io.

This Udpate template will help you keep your potential LPs up to date on a monthly basis while you're fundraising. It's designed to inform, impress, and keep LPs moving through your fundraising pipeline.

This Update Template is used by an investor on Visible to nurture relationships with both current and potential LPs. We love how the user embeds a video summary to communicate highlights from the portfolio with LPs on a quarterly basis.

ProfitWell is a free tool that provides SaaS metrics insights, helps reduce churn and optimize pricing. Visualize your ProfitWell data directly in Visible, share it with your most important stakeholders, and combine it with other data sources to understand how your subscription growth is impacting your overall business.

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.

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.

Our Standard Monthly Investor Update template put together from best practices and tips from Visible users.

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.

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.

The following is a template from the team at Village Global. Village Global is an early-stage venture capital firm backed by some of the world’s most successful entrepreneurs.

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.

An investor update template from Aaron Harris of Y Combinator. Aaron recommends highlighting repeatable KPIs and major asks for your investors.

Keeping your investors in the loop is crucial for startup founders. Even by sharing a brief Update on a monthly basis, you'll be able to stand out from your peers. Check out our basic template below:

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 intended for sharing with your angel investors. We suggest sharing this Update on a quarterly basis and keeping it simple and to the point.

The Update template that Stride Services uses to share a monthly financial review with their clients.

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.

An Update template to help share product data to your company's integration partners.

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.

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.

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 Pre-Board Meeting Update Template that you can share with your board to help you make the most of your meeting time. By sending over a quick packet before your next meeting it will allow everyone to have time to prepare and come ready to discuss the topics that truly matter to the business.

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.

An Update to share information across your company using different methods and styles used by leaders like Marc Benioff, Scott Dorsey, and Kyle Porter.

Looking Glass invests in and supports mission-driven founders building companies solving today's biggest challenges across the themes of healthier living, human capital, and sustainability and the environment. Check out their suggested monthly investor update template here.

Our Standard Monthly Investor Update template put together from best practices and tips from Visible users.

Bread & Butter Ventures is early stage VC firm based in Minnesota investing globally while leveraging their state and region’s unparalleled access to strong corporate connections, commercial opportunities, and industry expertise for the benefit of our teams.