Monthly Investor Update
Docs + Word8 pages
Free
- Type
- Document
- Price
- Free
- Pages
- 6 · US Letter
- Style
- Editorial
- Difficulty
- Beginner
- Updated
- November 6, 2026
Every page (6)
Overview
Angels back founders they trust, and trust comes from a steady, honest update. This template keeps yours short: what happened this month, the numbers with runway, the roles you are hiring for and the introductions you need, in six pages that take ten minutes to write.
The sample follows Inkberry Advisory, a fictional advisory startup, reporting February 2027: $142K in monthly recurring revenue, 12 months of runway and a client that paused. It shows lowlights next to highlights and asks for three named introductions. Replace the figures and names with yours.
Useful for
- A monthly email-style update to five to ten angel backers who want facts and a clear ask
- Telling investors about a lost client or a late hire before they hear it from someone else
- Asking for named introductions and hires instead of a general request for help
What's included
- A timeline of the month with a key figures table and a short lowlights note
- A numbers page with revenue, retention, headcount, runway and four highlights
- A hiring page with new starters and the contacts for each open role
- An ask page that names the introductions you need
- A detail article that explains each ask and how to make the introduction
- A guide page for replacing the sample content
How to use it
- 1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Set the reporting month and write the single most important thing that happened in the headline.
- 3
Replace the metrics with your own five, keeping the same definitions every month, and recalculate runway from the last three months of burn.
- 4
Write the lowlights before the highlights, then name two or three introductions or hires you need.
- 5
Delete the Make it yours page, then send or share the update.
What you need
Requirements
- A Google account with access to Google Drive
Works with
- Google Docs
- Microsoft Word (download the .docx)
Questions
Is this angel investor update template free?
Yes. Make a copy in Google Docs and edit it as you like. There is no sign-up on this site and no cost.
Are the numbers and clients real?
No. Inkberry Advisory, its people, email addresses and every revenue, cash and runway figure are fictional and only show how a finished update reads.
How often should I send an investor update?
Monthly works for most early-stage companies. Pick a date, such as the 9th, and keep to it, so investors know when to expect it and notice when you skip.
- #investor-update
- #angel-investor-update
- #startup-update
- #monthly-update
- #runway-report
- #google-docs
- #founder-template
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