HomeTemplatesBusiness TemplatesMonthly Investor Update

Monthly Investor Update

Standardized monthly traction update to send to existing investors and advisors.

📋 Template
Subject: [Company Name] - [Month, Year] Update

Hi everyone,

Here is our update for [Month]. 

**TL;DR:**
We hit [$X] in MRR (Up X% MoM). We launched [Major Feature] which increased retention by X%, and we are currently hiring a Lead Backend Engineer.

**THE HIGHLIGHTS:**
- [Metric/Win 1: e.g., Signed 3 new enterprise contracts worth $150k ARR]
- [Metric/Win 2: e.g., User acquisition cost dropped from $45 to $30]

**THE LOWLIGHTS:**
- [Failure/Challenge 1: e.g., We lost one major account due to lack of a specific integration]
- [Failure/Challenge 2: e.g., Server outages during the launch event cost us estimated $5k in GMV]

**KPI DASHBOARD:**
- MRR: $[Amount]
- Burn Rate: $[Amount]/mo
- Runway: [Number] months
- Active Users: [Number]

**ASKS FOR THIS NETWORK:**
1. Intros: We are looking for warm intros to VP-level marketers at Fortune 500 retail brands.
2. Hiring: Please share our job description for a Lead Backend Engineer with your network: [Link]

Thank you all for the continued support!

Best,
[Founder Name]

💡 Pro Tip

Consistency is more important than the actual metrics. Investors respect founders who send updates on the exact same day every single month, especially when the news is bad.

📌 When to Use This Template

Startup Founders, Investor Relations

Need to customize this template?

Use our free AI Email Writer to generate personalized versions instantly.

Try AI Email Writer — Free →

More Business Templates

Monthly All-Hands Meeting Agenda30-60-90 Day Onboarding PlanManager/Direct Report 1-on-1 AgendaProject Post-Mortem TemplateQuarterly Performance Review