Free founder template
Investor update template
Last updated: August 23, 2026
A clear investor update makes progress, uncertainty, and specific asks easy to understand.
Prefer signal over theater
Use the same metrics and format each time. Report what changed, what you learned, where the plan is at risk, and how a reader can help.
Monthly update
Headline: ____________________________________________
Progress: What shipped or improved?
Metrics: Revenue ______ Growth ______ Retention ______ Cash ______ Runway ______
Learning: What changed your mind?
Risks: What is not going according to plan?
Next 30 days: What are the three priorities?
Asks: Introductions, advice, hiring, or customer access needed.
Put the decision into motion
Start a 14-day free trial and give your company a persistent AI executive team that keeps working between founder check-ins.