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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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.
Daniel Gross Investor Update Template
Daniel Gross is the Founder @ Pioneer and formerly a Partner at Y Combinator. We took a blog post, Investor Update Manpage, by Daniel and turned it into a template below. As Daniel writes, "Writing an investor update is your opportunity to remind people that you exist, to increase the odds they help you, and to direct their attention to the key issues at hand with your company."
The Visible “Standard” Investor Update Template
Our Standard Monthly Investor Update template put together from best practices and tips from Visible users.
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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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.
GitLab Investor Update
A 6 part template put together by the team at GitLab. Built for investors to quickly read and locate the information that is most relevant to them.
Shoelace: Investor Email
A template based off of Reza Khadjavi's, Founder & CEO of Shoelace, investor update email used to wow investors.
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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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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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.
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.
Shoelace: Investor Email
A template based off of Reza Khadjavi's, Founder & CEO of Shoelace, investor update email used to wow investors.