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Meeting kitStartupsBusiness reviews

Investor update template

30 minutes 5 blockspro Runs with Pro

A 30-minute team session that gathers metrics, highlights, lowlights and asks on a board, then the investor update email ready to send.

Use this template See inside

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

Share
30 min · 5 blocks, drawn to scale Fits exactly
  1. The numbers: revenue, growth, burn, runway, cash, 6 minutesInfo 6
  2. Highlights, lowlights, asks and thanks, 9 minutesBrainstorm 9
  3. Which lowlight leads?, 3 minutes 3
  4. Pick the asks: specific, with a name or number, 6 minutesDecide 6
  5. Who writes, who checks, when it goes out, 6 minutesWrap-up 6
08152330 min
  1. +0′The numbers: revenue, growth, burn, runway, cashTip: Same metrics, same order, every month. Investors compare months; changing the metrics looks like hiding something.6 minInfo
  2. +6′Highlights, lowlights, asks and thanksAdd a highlight, a lowlight, an ask or a thank-youTip: Everyone adds notes in silence first. Push for lowlights; an update with none isn't believed.9 minBrainstorm
  3. +15′Which lowlight leads?Which lowlight should we be most open about?Tip: Swap the options for the lowlights on the board.3 minVote
  4. +18′Pick the asks: specific, with a name or numberTip: Good asks are specific: 'intros to heads of ops at 50 to 200 person logistics firms', not 'intros welcome'.6 minDecide
  5. +24′Who writes, who checks, when it goes outTip: Set a send date and stick to it. Regular and on time builds more trust than polished and late.6 minWrap-up

In short

An investor update is a regular email from founders to investors covering key metrics, highlights, lowlights and specific asks for help. This kit gives you the email template and a 30-minute team session where everyone adds highlights, lowlights, asks and thanks to a live board, so the update is honest and quick to write.
Time
30 minutes
Board
4 columns, 3 dots each
Includes
Agenda, board, email template
Plan
Pro

Updated October 4, 2026

What's in the kit

By the end of this meeting, we've agreed the month's numbers, our honest highlights and lowlights, and two or three specific asks for investors. The full agenda is drawn to scale above: every block has its own timer when you run it live.

The board

Highlights
What went well this month?
Lowlights
What didn't, and what we're doing about it
Asks
Specific help we want from investors
Thanks
Who helped since the last update?

The follow-up email

Subject

[Company] investor update: [Month Year]

Hi all,

TL;DR: ______ (one or two lines: the month in a sentence and the most important ask)

METRICS (same every month)
Revenue / MRR: ______ (____% month on month)
Customers / users: ______
Gross margin: ______
Net burn: ______
Cash in bank: ______  Runway: ______ months
Headcount: ______

HIGHLIGHTS
1. ______
2. ______
3. ______

LOWLIGHTS
1. ______ (and what we're doing about it)
2. ______

ASKS
1. ______ (specific: who, what, by when)
2. ______

THANKS
______ for ______

Next update: ______

______ (founder)

How to run it

  1. 1Pull the metrics before the session and show them in the same order as every previous update.
  2. 2Give the team silent time on the board, then read the notes together and dot-vote what goes in.
  3. 3Lead with the most important lowlight and say what you're doing about it. Investors trust updates that include bad news.
  4. 4Make each ask specific enough that an investor can act on it in one email.
  5. 5Fill in the email from the follow-up and send it on the same day each month or quarter.

Questions people ask

What should an investor update include?
A short summary, the same key metrics every time (revenue, growth, burn, cash and runway), highlights, lowlights with what you're doing about them, specific asks and thanks.
How often should you send investor updates?
Monthly is common at early stages and quarterly later on. The main thing is a regular rhythm that you keep, including in bad months.
Should an investor update include bad news?
Yes. Lowlights show you understand the business, and investors can't help with problems they don't know about.

Run it with your group

pro
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
Use this template

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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