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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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.
Visible Lite: Pre-Traction Template
This template is intended for companies that are pre-traction/revenue. Even if it is simple, sending Updates from day 1 is a great way to stay top of your investors mind's moving forward.
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.
Team Updates
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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.
Weekly All Hands
An Update template intended to share before your next All-Hands meeting or share after to summarize the meeting. Largely based off of Square’s Town Hall meetings and is broken into 3 major categories; The Team, Mission & Goals, and Agenda & Questions.
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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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.
Y Combinator Investor Update Template
An investor update template from Aaron Harris of Y Combinator. Aaron recommends highlighting repeatable KPIs and major asks for your investors.
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.
Jason Calacanis Update
A 10 part monthly Investor template put together by famous angel investor, Jason Calacanis.
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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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.
Series A Raise – Prospective Investor Update
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 investors who have expressed an interest in your company.
Potential Investor Nurture Update
Use this template to nurture potential investors and keep them engaged for when you're ready to start a fundraise.
Leadership
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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.
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.
Weekly All Hands
An Update template intended to share before your next All-Hands meeting or share after to summarize the meeting. Largely based off of Square’s Town Hall meetings and is broken into 3 major categories; The Team, Mission & Goals, and Agenda & Questions.
Sales & Marketing Team
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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.
Weekly Marketing Team Update
An Update template intended for marketers to “report up”. Whether that be a marketing representative to manager or manager to executive, our Marketing template is intended to be standardized across the team to keep everyone moving in the same direction.
Seed
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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.
NextView Ventures Seed Investor Update
The following is an email Update template from the team at NextView Ventures. NextView Ventures is a hands-on seed venture capital firm based in Boston. The text below is quoted directly from the NextView template.
Visible Lite: Pre-Traction Template
This template is intended for companies that are pre-traction/revenue. Even if it is simple, sending Updates from day 1 is a great way to stay top of your investors mind's moving forward.