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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.
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.
Pre-Board Meeting Update
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.
Malomo Weekly Investor Update
Malomo is a seed-stage, SaaS company based in Indianapolis, IN providing shipment tracking software for ecommerce brands. Yaw, Malomo's Founder, uses Visible to share a weekly Update with his investors as well as a longer form monthly Update. Below is the template that Yaw uses for his weekly investor Updates.
Earnest Capital Investor Update Template
Tyler Tringas is the founder of Earnest Capital. Earnest Capital sends their own investor Update on a monthly basis and also request an Update from their portfolio Companies. From Tyler, "We ask all our portfolio companies to send a simple monthly update with 1/ Highlights for the month 2/ Low lights 3/ Asks & Where to Help 4/ Metrics, Graphs, KPIs." You can read more in Tyler's post, "Why you should send monthly advisor and investor updates."