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The first pages of the Monthly Investor Update template

Monthly Investor Update

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
8 · US Letter
Style
Bold
Difficulty
Beginner
Updated
October 31, 2026

Every page (8)

Overview

Investors write the next cheque based on whether they trust your updates. This template keeps the order that builds that trust: the headline and key figures first, metrics against target, the bad news in plain words, cash and runway in months, then a decision and named asks.

The sample is an October 2026 update from Glenmoor Partners: MRR up 9% to $182K, four of eight targets met, a lost account explained, 13.8 months of runway and a $500K bridge decision. Replace the month, your five metrics, the lowlights and the asks, and keep metric definitions fixed from month to month.

Useful for

  • A founder sending the monthly update to angels and seed investors
  • A startup CEO preparing a board or advisor note with cash and runway
  • A small fund manager reporting to limited partners on performance and asks

What's included

  • At-a-glance page with six headline figures and a four-point summary
  • KPI scorecards with targets, trends and green, amber and red status
  • Lowlights page with owners, due dates, fixes and service levels
  • Cash and runway page with MRR chart, spend breakdown and a three-month table
  • Asks page comparing options with a recommendation, plus a decision box and next steps
  • Make it yours guide page to delete before you send

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Set the reporting month and replace the headline with the single most important thing that happened.

  3. 3

    Overwrite the scorecards with your five metrics and last month's values. Write the lowlights first, keep them to three honest lines, and recalculate runway from the last three months of burn.

  4. 4

    Replace the asks with two or three named introductions or decisions you need, each with an owner and a date.

  5. 5

    Delete the guide page, then export a PDF or share the document with your investors.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

How long should a monthly investor update be?

Short enough to read in five minutes. Lead with the headline and cash, put the bad news in the second half, and end with specific asks. Cut any metric you will not track every month.

What should I include in the lowlights?

Two or three things that went wrong, the cause, an owner and a date for the fix. Investors forgive problems you explain and punish ones they hear about from someone else.

Are the company and numbers real?

No. Glenmoor Partners, its people, customers and every figure are fictional sample content. Replace all of it with your own business results.

  • #investor-update
  • #monthly-update
  • #startup-reporting
  • #runway
  • #kpi-scorecard
  • #founder-update
  • #google-docs

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