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Investor update templates

5 templates

All templates

Compare investor update versions

Angel Investor UpdateAnnual Investor Meeting DeckMonthly Investor UpdateQuarterly Investor Letter
FormatDocumentPresentationDocumentDocument
Works inGoogle Docs and WordGoogle Slides and PowerPointGoogle Docs and WordGoogle Docs and Word
Length6 pages12 slides8 pages7 pages
StyleEditorialCorporateBoldCorporate

How to choose a investor update template

An investor update is a regular letter that keeps backers informed about progress, numbers and where they can help.

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Cover headline summary, key metrics, wins, challenges, cash position and runway, and specific requests for help.

Report bad news as plainly as good news, and send it on the same schedule every time.

Compare Angel Investor Update, Annual Investor Meeting Deck, and Monthly Investor Update, all 6 to 12 pages long, then pick the closest match and replace the sample text with your own.

Questions

What is an investor update?

An investor update is a regular letter that keeps backers informed about progress, numbers and where they can help.

What should an investor update include?

Include headline summary, key metrics, wins, challenges, cash position and runway, and specific requests for help. Report bad news as plainly as good news, and send it on the same schedule every time.

Which investor update template should I start with?

Start with Angel Investor Update: Send angels a candid monthly update with numbers, bad news and a short list of named introductions you need. If that is not the right fit, compare it with Annual Investor Meeting Deck.

How long is an investor update?

The templates here are 6 to 12 pages long. Cut any section you do not need; each template explains what its sections are for.

Which apps can I use for an investor update?

Yes. These investor update templates work in Google Docs, Microsoft Word, Google Slides, and Microsoft PowerPoint. All 5 templates are free, with no account or email needed.

Who are these investor update templates written for?

Mostly startups and founders. The sample text in each one is written for a specific situation, so replace it with your own details.

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