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The title slide and first slides of the Quarterly Investor Update Deck template

Quarterly Investor Update Deck

Presentation template for Google Slides and PowerPoint

Make a copy in Google Slides
Type
Presentation
Price
Free
Slides
12
Style
Modern
Difficulty
Beginner
Updated
October 30, 2026

Every slide (12)

Overview

Investors write the next cheque based on whether they trust your updates. This deck keeps the rhythm: headline numbers first, a KPI scorecard against target, cash, burn and runway in months, honest lowlights, product and team news, and an outlook with dated milestones and specific asks.

The sample follows Hollybrook Advisory, a subscription platform for accountancy firms, through Q1 2027: MRR up 28% to £212k, 109% net revenue retention, £2.6m of cash and 14 months of runway, with churn flagged as the one red line. Replace the metrics, keep their definitions fixed from quarter to quarter, and write your lowlights first.

Useful for

  • A founder sending a quarterly update to angels and venture investors
  • A CEO presenting performance, cash and runway at a board or shareholder meeting
  • A finance lead replacing a long email update with a deck of charts and a scorecard

What's included

  • Cover and a summary slide with MRR, net revenue retention and gross margin
  • Highlights and lowlights slide with a note on where investors can help
  • KPI scorecard with six metrics against target, progress bars and on-track, watch or off-track status
  • Chart slide of new customer wins, a financials table and a big-number slide on gross margin
  • Product cards, a team slide and an outlook timeline with the next five milestones
  • Make-it-yours guide and a closing slide with contacts

How to use it

  1. 1

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

  2. 2

    Set the reporting quarter and replace the headline with the single most important thing that happened. Write the lowlights slide first and keep it to three honest lines.

  3. 3

    Overwrite the scorecard with your own metrics and last quarter's values, keeping each definition fixed, then update the chart and financials table.

  4. 4

    Recalculate runway from current cash and the last three months' average net burn, and replace the asks with two or three named introductions or hires.

  5. 5

    Delete the guide slide, then share the deck with your investors or present it.

What you need

Requirements

  • A Google account with access to Google Slides

Works with

  • Google Slides
  • Microsoft PowerPoint (File → Download → .pptx)

Questions

How often should I send an investor update?

Send it on a fixed rhythm, quarterly for this deck, within three weeks of the quarter end. Irregular timing makes investors stop expecting the update and hides problems.

Why put the bad news in the deck?

Investors who hear about a problem from you can help; investors who hear it from someone else lose trust. The sample flags churn and a delayed API launch alongside the wins.

Are the company, people and figures real?

No. Hollybrook Advisory, its people and every figure are fictional sample data. Replace them with your own company's numbers before you send the deck.

  • #investor-update
  • #quarterly-update
  • #startup-investor-deck
  • #kpi-scorecard
  • #runway
  • #board-deck
  • #saas-metrics
  • #google-slides

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