Update Templates

A Pre-Board Meeting Update Template that you can share with your board to help you make the most of your meeting time. By sending over a quick packet before your next meeting it will allow everyone to have time to prepare and come ready to discuss the topics that truly matter to the business.

500 Global is a venture capital firm with more than $2.7 billion¹ in assets under management that invests in founders building fast-growing technology companies. We focus on markets where technology, innovation, and capital can unlock long-term value and drive economic growth.

Laurel Hess is the CEO and Founder of hampr. The following template is what Laurel uses to update her investors on a monthly basis.

Looking Glass invests in and supports mission-driven founders building companies solving today's biggest challenges across the themes of healthier living, human capital, and sustainability and the environment. Check out their suggested monthly investor update template here.

Our Standard Monthly Investor Update template put together from best practices and tips from Visible users.

The recommended investor update template from the investors at byFounders VC.

By sending a year end Update to your investors, you’ll be able to continue to build trust and tap into their experience, knowledge, and capital to help move your business forward. Plus, it is a great time to personally reflect on the year.

DQventures is a business builder platform and programme designed specifically to maximise the chance of a startup being successful, by helping to minimise the risks associated with becoming an entrepreneur. Check out the template from the team at DQventures here:

The following is a template from the team at Village Global. Village Global is an early-stage venture capital firm backed by some of the world’s most successful entrepreneurs.

Bread & Butter Ventures is early stage VC firm based in Minnesota investing globally while leveraging their state and region’s unparalleled access to strong corporate connections, commercial opportunities, and industry expertise for the benefit of our teams.

This is a recommended template for Antler portfolio companies. Antler is the global investor backing the world's most driven founders, from day zero to greatness.

Communicating with your investors in the early days can be a great way to secure future financing, find new customers, and hire top talent. We recommend sending an Update on a monthly basis at the seed stage. You'll be able to make any tweaks and changes you'd like in Visible:

airCFO is a cloud-based accounting, finance and tax partner for startups across the United States. Our team helps you know what's ahead, and keeps your back-office in order so your team can focus on what they do best. The following is the template the team at airCFO suggests for updating investors.

Precursor ventures is an early stage venture firm focused on classic seed investing. Check out their preferred Update template below:

Keeping your investors in the loop is crucial for startup founders. Even by sharing a brief Update on a monthly basis, you'll be able to stand out from your peers. Check out our basic template below:

The following template is based off of a Jason Lemkin blog post, "10 Hacks to Have Happier Investors." In the post Jason states, "Send out Monthly Investor Updates — 48 Hours After the Month Ends. This is your best hack. The key here is not to spend a ton of time on it." Jason goes on to explain what he likes to see in an update which is laid out below.

The following is an email Update template from the team at NextView Ventures. NextView Ventures is a hands-on seed venture capital firm based in Boston. The text below is quoted directly from the NextView template.

This template is intended for companies that are pre-traction/revenue. Even if it is simple, sending Updates from day 1 is a great way to stay top of your investors mind's moving forward.

Bloomberg Beta is an early-stage venture fund backed by Bloomberg that invests in startups making work better, focusing on machine learning. They prefer to be the first capital into a company. The template below is based off of the update template in their manual for startups.

This is the update template that Danny Ellis, CEO of SkySpecs, uses for his investors. SkySpecs automates the operations and maintenance of utility scale wind turbines with cutting edge robotics. SkySpecs is based in Ann Arbor, MI and have raised $28.5M. The quotes in template are directly from Danny.

Daniel Gross is the Founder @ Pioneer and formerly a Partner at Y Combinator. We took a blog post, Investor Update Manpage, by Daniel and turned it into a template below. As Daniel writes, "Writing an investor update is your opportunity to remind people that you exist, to increase the odds they help you, and to direct their attention to the key issues at hand with your company."

This template is largely based off of David Cumming's Investor Update post, "Regular Investor Updates." David is an entrepreneur and angel investor.

An Update Template intended for sharing with your angel investors. We suggest sharing this Update on a quarterly basis and keeping it simple and to the point.

In the “Minimum Viable Investor Update”, Jens Lapinski, Former Managing Director of Techstars METRO, lays out 3 items that he finds most useful in his portfolio company updates.

An investor Update template for busy founders put together by the team at Founder Collective. Simply fill out the bolded sections and have your investor Updates out the door in no time.

An Update template put together by Jean and the team at Kima. Quickly fill in the quantitative and qualitative data Kima finds most useful.

A 6 part template put together by the team at GitLab. Built for investors to quickly read and locate the information that is most relevant to them.

An investor update template from Aaron Harris of Y Combinator. Aaron recommends highlighting repeatable KPIs and major asks for your investors.

A template based off of Reza Khadjavi's, Founder & CEO of Shoelace, investor update email used to wow investors.

An investor update template from Leo Polovets, the general partner at Sosa Ventures.

A monthly investor update template recommended by the team at Digital Currency Group.

Chris Redd is an angel investor based out of Louisville, KY. The following template is based on Chris Redd's LinkedIn post, "Important Details To Include In Your Investor Update." The text in blue is directly from the post.

Malomo is a seed-stage, SaaS company based in Indianapolis, IN providing shipment tracking software for ecommerce brands. Yaw, Malomo's Founder, uses Visible to share a weekly Update with his investors as well as a longer form monthly Update. Below is the template that Yaw uses for his weekly investor Updates.

Tyler Tringas is the founder of Earnest Capital. Earnest Capital sends their own investor Update on a monthly basis and also request an Update from their portfolio Companies. From Tyler, "We ask all our portfolio companies to send a simple monthly update with 1/ Highlights for the month 2/ Low lights 3/ Asks & Where to Help 4/ Metrics, Graphs, KPIs." You can read more in Tyler's post, "Why you should send monthly advisor and investor updates."

This is the template that Daniel Estrada, CEO and Co-Founder of 86 Repairs, uses for his quarterly investor updates. Daniel finds the "How can you help" section to be the most valuable section of his quarterly updates.

Lolita Taub is an angel investor, General Partner at NexGen Partners, and Chief of Staff at Catalyte. Lolita generally invests in enterprise and insurtech startups. The template below was pulled from a recent Tweet by Lolita highlighting what she likes to see in her investor updates.