Investor update builder
Create a clean, shareable investor update. This template builder turns your KPIs, highlights, challenges, and asks into a ready-to-send update.
KPI clarity
Share metrics like MRR, ARR, burn, and runway in a clear format.
Structured narrative
Summarize highlights, challenges, and asks in a consistent structure.
Actionable updates
Clear asks help investors respond with intros and advice.
Enter update inputs
Keep it short and specific. Investors prefer clarity over long narratives.
Founder tip
Make your asks specific and time-bound. Investors are more likely to help when they know exactly what you need.
Investor update output
Copy and paste this update into an email or newsletter.
Subject line
Acme AI Investor Update - January 2026
Key metrics
MRR: $75,000 (8.0% MoM)
ARR: $900,000
Customers: 120
Cash: $900,000
Net burn: $85,000 / month
Runway: 10.6 months
Highlights
- Shipped self-serve onboarding
- Closed 4 mid-market logos
- Improved activation rate to 38%
Challenges
- Enterprise security review delayed 2 pilots
- Hiring pipeline slower than expected
Asks
- Intros to RevOps leaders at mid-market SaaS
- Senior product designer candidates
Copy-ready update
Acme AI Investor Update - January 2026 Hi investors, Quick update for January 2026. KPIs - MRR: $75,000 (8.0% MoM) - ARR: $900,000 - Customers: 120 - Cash: $900,000 - Net burn: $85,000 / month - Runway: 10.6 months Highlights - Shipped self-serve onboarding - Closed 4 mid-market logos - Improved activation rate to 38% Challenges - Enterprise security review delayed 2 pilots - Hiring pipeline slower than expected Asks - Intros to RevOps leaders at mid-market SaaS - Senior product designer candidates Thanks, Acme AI
Share this update
Share links include your inputs so your team can collaborate on the same update.
Why investor updates are useful
Investor updates build trust and unlock help. Clear KPIs plus specific asks give investors context and a reason to respond. Consistent updates also help fundraising later by documenting progress.
Clarity
Keep metrics and goals visible every month.
Momentum
Highlight wins and progress for future fundraising.
Support
Investors can help faster when asks are explicit.
Use this investor update template builder as a starting point and personalize for your stakeholders.
How to keep updates consistent
Stick to the same KPI set each month so investors can track trends. Keep wins and challenges honest and keep asks specific.
Keyword tip
Founders search for "investor update template", "startup investor update", and "monthly investor update".
FAQs
What should be in an investor update?
Include key KPIs, highlights, challenges, and asks. Keep it concise so investors can respond quickly.
How often should founders send updates?
Many startups send monthly updates so investors stay engaged and can help with intros or advice.
Why include asks in every update?
Clear asks give investors something actionable to help with, which increases the value of the update.
Is my data stored?
No. All calculations run locally in your browser and nothing is stored on the server.