Investor / Stakeholder Update
Write concise monthly or quarterly updates for investors, board members, or stakeholders
Template Fields
Company NametextRequired
e.g., Acme Inc.
Reporting PeriodtextRequired
e.g., January 2025, Q4 2024
Update FrequencyselectRequired
MonthlyQuarterlyAnnual recap
AudienceselectRequired
Angel investorsVC investorsBoard of directorsAdvisory boardKey stakeholders
Key MetricsmultilineRequired
Revenue, MRR, users, churn, runway, etc. Include numbers.
Highlights / WinsmultilineRequired
What went well this period
Challenges / Lowlightsmultiline
What didn't go well — be honest
Asks / Help Neededmultiline
Intros, advice, resources you need from investors
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