Write a monthly investor update
Turns your monthly numbers and notes into a short, honest investor update with clear asks at the end.
Write this month's investor update.
Metrics (this month and last): {{METRICS}}
Wins: {{WINS}}
Challenges: {{CHALLENGES}}
Asks: {{ASKS}}
Format:
- TL;DR: 2 sentences with the most important number and the main news.
- Metrics table with this month, last month and change.
- Highlights: 3 bullets.
- Lowlights: 1 to 3 bullets, honest, each with what we are doing about it.
- Asks: specific, so an investor can act in one email.
Under 300 words. Plain text that pastes cleanly into email. Do not spin bad numbers.Example output
TL;DR: MRR up 9% to $41k, burn flat, hiring our first sales rep. Key metrics table Lowlight: churn rose to 3.1% after the price change. Asks: intros to finance leads at 50 to 200 person SaaS companies.
How to use
Send it the same week every month, good or bad. Specific asks, such as "intro to the head of finance at X", get far more help than "any intros welcome".
Why it works
A fixed format makes updates fast to write and easy to compare month to month. Requiring lowlights with actions builds trust, and investors notice when they are missing.