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
The Visible “Standard” Investor Update Template
Our Standard Monthly Investor Update template put together from best practices and tips from Visible users.
byFounders Investor Update Template
The recommended investor update template from the investors at byFounders VC.
Year End Investor Update Template
By sending a year end Update to your investors, you’ll be able to continue to build trust and tap into their experience, knowledge, and capital to help move your business forward. Plus, it is a great time to personally reflect on the year.
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:
Precursor Pre-Seed Update Template
Precursor ventures is an early stage venture firm focused on classic seed investing. Check out their preferred Update template below:
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.
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."
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.
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.
Potential Investor Nurture Update
Use this template to nurture potential investors and keep them engaged for when you're ready to start a fundraise.
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.
Shoelace: Investor Email
A template based off of Reza Khadjavi's, Founder & CEO of Shoelace, investor update email used to wow investors.
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.
Coding VC: Investor Update
An investor update template from Leo Polovets, the general partner at Sosa Ventures.
Digital Currency Group Update
A monthly investor update template recommended by the team at Digital Currency Group.
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."
86 Repairs Quarterly Investor Update
This is the template that Daniel Estrada, CEO and Co-Founder of 86 Repairs, uses for his quarterly investor updates. Daniel finds the "How can you help" section to be the most valuable section of his quarterly updates.