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Fundraising

Investor Update (Monthly)

The monthly investor update that builds trust instead of erodes it.

Last updated May 19, 2026

What it is

A short, structured email founders send to investors monthly. Builds trust over rounds; bad updates destroy it.

When to use it

Every month, the same day. Whether things are going well or badly. Missing updates is worse than bad updates.

The template

# Investor Update — [Month YYYY]

**Company:** [NAME]
**Sent:** [DATE]
**Runway:** [X months] · **Cash on hand:** $[X]

---

## Headline
*One sentence. The most important thing this month.*

> [Example: "Closed our first enterprise customer at $48k ACV; product roadmap shifts to support multi-seat deployments next quarter."]

---

## Metrics (same every month, never swap when one looks bad)
- MRR (or revenue): $___ ( ___% MoM)
- Paying customers: ___ ( ___ net new)
- Gross margin: ___%
- Net burn: $___
- Runway: ___ months
- [Any business-specific metric, e.g. active users, churn]

---

## What worked
- [Bullet 1]
- [Bullet 2]
- [Bullet 3]

---

## What didn't
- [Bullet 1 — be honest; investors trust honesty]
- [Bullet 2]
- [Bullet 3]

---

## The big call I'm about to make
*One paragraph on the most important decision in front of us right now. Not asking for permission — showing you how I'm thinking.*

[Decision context, the options considered, the direction I'm leaning, the date by which I'll commit.]

---

## Asks
- **Hires:** Looking for [role]. Best person you know?
- **Intros:** [Specific company / person, why useful]
- **Advice:** [Specific topic where outside perspective would help]

---

## Wins worth noting
- Customer quote: "[short quote]"
- Press / launch: [if any]
- Product ship: [what shipped]

---

Thanks for your support.
— [FOUNDER NAME]

Common mistakes

  • Skipping the update when things are going badly — investors notice the silence
  • Swapping out metrics when one looks bad — destroys trust faster than the bad number itself
  • No asks — wastes the network of people who'd help if you let them
  • Inflated claims that don't survive the next month's update