A concise monthly investor update template covering key metrics, financial highlights, product milestones, team updates, and a structured "asks" section. Designed to keep investors informed and engaged in 5 minutes or less.
What's included
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Step by step
Enter the latest figures for ARR, cash balance, burn rate, runway, and your 2-3 most important business-specific metrics.
Summarise financial performance in 3-4 bullets. Be honest — investors prefer transparency to spin.
List major product releases, sales wins, and marketing milestones. Include metrics where possible (e.g., "launched feature X, adopted by 40% of users in week one").
Be specific about how investors can help: introductions, hiring referrals, customer introductions, or strategic advice on specific decisions.
Watch out
Sending updates only when things are going well — consistency builds trust
Making the update too long — investors receive many updates; respect their time
Not including specific asks — investors want to help but need direction
Burying bad news instead of addressing it directly with context and a plan
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Import this template directly into Grove FP and start planning. No credit card required.
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