investor update presentation template

How To Write the Perfect Investor Update (Tips and Templates)

What is an Investor Update?

An investor update is a document that includes recent wins and losses, financials, team updates, customer wins, and core metrics. They are typically shared via email but can also be shared via PDF, deck, or link.

For many startup founders, investor updates are shared every month but can also be shared on a quarterly (or more frequent) basis. Learn more about why and how to create investor updates for your business below:

Why Send Investor Updates?

Step into the shoes of your investors and it will help understand the importance of investor updates. Put simply, an investor’s (venture capitalist) job is to deploy limited partners’ capital by investing in startups, generate excess returns, and pay back their limited partners with the hopes of doing it again. This means that an investor’s success hinges on the success of their portfolio company. Put simply, your investors need you to succeed.

Your investors likely have other investments and can’t be expected to know exactly where to help each company. In a crowded space building, strong relationships centered on trust and transparency is an easy way to stand out amongst other startups. By sending regular investor updates you can stay top of mind for your investors and tap into their knowledge, resources, and capital to continue to grow your business.

Below you will find our guide to help you write the perfect investor update by understanding what metrics and data to share, properly asking for help, sharing big wins and losses, and raising additional capital. We’ve also included 7 of our favorite investor update templates.

Related resource: What is a Capital Call?

Essential Communication

We believe that regular communication with investors and important stakeholders is key to a startup’s success. If your investors don’t know what’s going on in your business, they don’t know how to help. Building a reporting cadence with your investors is a great way to promote transparency and build a relationship focused on trust.

Related Reading: Should You Send Investor Updates?

Follow-On Funding

One of the biggest reasons to report to your investors is the increased likelihood of follow-on funding. In our own research, we have found that companies that regularly communicate with their investors are twice as likely to raise follow-up funding.

Try Visible to find investors, track your raise, share your deck, and update investors. Give it a free try for 14 days here .

Networking Opportunity

Generally speaking, investors' networks often have had experience as an operator and investors. Tapping into their network can be an easy way to find introductions to investors, partners, potential hires, and mentors. Getting an investor to go to bat for you will likely carry a bit more weight. As Tomasz Tunguz, VC at Redpoint Ventures, states;

“Investors network frequently, work together, and have long-term relationships with each other so a referral should go a long way.”

Finding Talent

In hand with tapping into their network, investors are a great resource when it comes to hiring top talent. Between their other portfolio companies and previous experience most investors likely know a number of solid candidates to fill a role. If they don’t have someone in mind for the job, they can at least help talk you through the different candidates you are weighing for an open position.

Knowledge and Experience

Between their own experience and other portfolio companies, investors have seen just about anything. If you have an operational or tactical question investors are a great resource and can lend experience and knowledge.

Related Resources:

• Our 15 Favorite Newsletters for Startup Founders
• How to Write the Perfect Investment Memo
• 3 Tips for Cold Emailing Potential Investors + Outreach Email Template

Accountability & Reflection

One of the often overlooked benefits of sending monthly investor updates is the reflection and accountability it offers founders. Investor updates can be a great forcing function for founders to look back at the previous month or quarter and better understand what is and is not working for their business.

Related Resource: Investor Relationship Management 101: How to Manage Your Startups Interactions with Investors

Tips For Writing Investor Updates

Investor updates can be a tricky balance between informing investors and keeping things succinct and digestible. Most things boil down to keeping your updates consistent and regular.

Keep the Cadence Consistent

If you commit to sending a monthly update, you'll want to make sure you stick to sending an investor update every month. Skipping an update when times are tough can be a negative signal to investors.

Keep Metrics the Same

Make sure to keep the metrics you are tracking stay the same from month to month. For example, if you are calculating net new MRR using a certain formula, keep that consistent from month to month.

Stick to a Format

When creating an update, sticking to a regular format or template is a great way to help get the ball rolling every month. If you're not sure where to get started, we studied our data to understand the most popular components included in Visible Updates, check it out below:

• 81% of Updates include “Highlights”
• 47% of Updates include a “Team” section
• 42% of Updates include “Product Launches”
• 42% of Updates include a “KPIs” section
• 39% of Updates include a “Fundraising” section

Investor Update Templates: Examples For Your Next Update

Sending your first investor update can be a daunting task. We believe that the best place to learn is from someone who has been there before. Luckily, countless founders and investors have shared their templates and best practices for sending investor updates.

We suggest starting with a template you like and tweaking it to your needs (more on this later). Once you’ve found your format, it is all about making sure you keep tabs on the data and context so you are not scrambling when it is time to send. A couple of small steps when sending your first Update:

• Gather your data — As you should be sharing other a few metrics with investors, it is important to keep tabs here. These should be vital to your business and something that you have on hand at all times.
• Review the month — A perk of sending an investor update is the ability to look back at the previous month. Think about any major highlights, lowlights, areas you need help, so you can start to craft your Update.
• Add context — Sharing your data without context can be dangerous. Do your best to explain any metric movements.
• Send it — Getting your update sent out a consistent basis is a win. If you’re looking to get an idea of when founders using Visible send their Updates, check out our post, “ Most Popular Times to Send Your Investor Update .”

1. Techstars Minimum Viable Update

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 early-stage company monthly updates.

2. Founder Collective “Fill-in-the-Blank” Investor Update Email Template

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.

3. Kima Ventures Investor Update Template

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

4. GitLab Investor Investor Update Email Template

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.

5. Y Combinator Investor Update Template

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

6. Shoelace: Investor Update Email Template

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

7. The Visible “Standard” Investor Update Email Template

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

For more ideas, check out our investor update template library here .

Related Reading: 4 Items to Include in Your Next Investor Update (If You Want to Drive Engagement)

8. Bread & Butter Ventures Update Template

Bread & Butter Ventures is an 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. Learn more about what Brett Brohl of Bread & Butter Ventures likes to see in an Update below:

Sharing Metrics and Data

Determining what metrics and key performance indicators (KPIs) to share with your investors can be tricky. There are a slew of different key metrics and different investors may have their eyes on different things. Changing metric names or what you are reporting can be an easy way to break trust with investors. At the end of the day, it is most important that you share the same metrics from month to month. And as we’ve discussed before, it is okay to share bad months!

We suggest sharing a handful of key performance indicators (KPIs) with your investors. Depending on your relationship, some may only want to see 3 metrics while others may want to see 10. Talk with your investors and discuss what types of key metrics they’d like to see. A couple of examples are churn rate, number of active users, monthly recurring revenue (MRR), burn rate, and more.

Related reading: Startup Metrics You Need to Monitor

Every company has missed the mark and any investor is aware that this happens. Building a company is hard! With that being said, we do have a few areas where investors would expect some data:

Being able to generate revenue is essential to a business. However, you determine to measure revenue should be kept consistent from month to month. For example, don’t share bookings one month and revenue the next. For SaaS companies, including your monthly recurring revenue (MRR) and the movements are always good to include as well.

Cash is king. Cash is the lifeblood of your business and investors expect some insight into how their capital is being managed and used. This is also a great way for you as a founder to stay accountable and on top of your spending as you continue to grow your business.

As we mentioned above, cash is king. By tracking and reporting your burn rate, you will be able to avoid surprises with investors. A common mistake we see founders make is surprising their investors when their cash balance is low and months to 0 is nearing. Sharing your burn rate is an easy way to build trust with your investors and give them a better idea of when you’ll need to raise a new round.

Generating solid margins is a must for any successful business. Except the “gig economy,” Frank Mastronuzzi of Greenough Consulting Group suggest that every business should have at least a 55% margin. While likely more important during a fundraise, sharing your margins will help investors evaluate your COGS and acquisition costs.

Number of Active Users

Depending on your company goals and KPIs, the number of active users could be valuable to understanding growth.

Being able to keep your burn rate under control is an easy way to grow your business. In the early days, some investors may want to keep close tabs on burn rates to understand what part of your funnel may be lacking.

Customer Acquisition Costs

Being able to efficiently acquire and expand customers is a surefire way to grow. Without a sustainable way to acquire new customers, a business will struggle to grow or even exist.

Related Reading: Customer Acquisition Cost (CAC): A Critical Metrics for Founders

Sharing Wins and Losses

One of the most exciting aspects of being a founder is sharing and celebrating your victories. As we all know, with every victory comes plenty of losses. Investors are keyed in on your success so it is important to stress both wins and losses equally.

Sharing Wins/Highlights With Investors

Sharing your company’s accomplishments is generally pretty straightforward. Share why and how you accomplished your goal and carry on. Investors generally won’t be able to move the needle for your wins but is best to keep them informed so they can signal to their network of your successes.

Most important is to call out individual contributors when it comes to sharing major accomplishments. All employees like to be recognized for their contributions and there is no greater place to do so than in front of your outside stakeholders.

Along the lines of sharing individual kudos, it is also a great time to highlight new hires. A shout-out to new hires will make offer them a warm welcome and the chance to open up to investors.

Sharing Losses/Lowlights With Investors

The most dreaded and arguably the most important aspect of an investor update; sharing losses. Startups are hard and everyone involved with the process knows this. It is vital that you key your investors into any troubles you are facing and why you are facing them. We find it best to layout the lowlight and offer a solution to improve this moving forward (If you do not have a solution read on to the “Asking for Help” section below).

Generally speaking, nothing is ever as good or as bad as it seems. Sharing bad news is an easy way to strengthen your relationship with investors and they know you’ll be open and honest with them moving forward. Most importantly, this gives your investors an opportunity to step in and help to keep you moving in the right direction.

Related Reading: How to Deliver Bad News to Investors

Asking Investors for Help

Last but certainly not least is asking your investors for help. While every section mentioned above lends itself to asking questions, it is most important to lay out actionable questions where you believe your investors can help.

By laying out a pointed list of areas you could use help, you can easily tap into your investors’ network, resources, experiences, and capital. A couple of key areas we see founders have the most success:

Related Resource: Navigating Investor Feedback: A Guide to Constructive Responses

Closing Deals

From our article, “ You Should be Asking Your Investors for Help. Here’s How. ”

“At its core, building a VC-backed business is about generating revenue. The biggest value add for a business? Closing more deals. Your investors are in the “deal-making” business and likely have a knack for closing deals.

Use your investor’s professional networks to make an intro, set a meeting, or bring in the necessary backup to close a large deal. If you see your investor has a specific connection you’re looking for, don’t beat around the bush. Ask the investor for the exact intro you’re looking for and tell them how they can be of most value.”

Help With Hiring

Talent is the resource every company is in competition for on a daily basis. Any tool or resource you can use to find top talent for your business is worth leveraging. Investors generally happen to help fill an open role and often have an extensive network to do so. Be specific as possible about the role, as well as items like the experience level required, and target compensation to make it low-maintenance for your investors.

Pro tip: Include a direct link to a LinkedIn search that fits the criteria of the person you’d like to hire to make it easy as possible for investors.

Fundraising

One of the main reasons to send investors monthly updates is the increased likelihood of raising follow on funding. If you have properly communicated with investors, chances are they will be more enthusiastic to invest in your next round. We have found that companies that regularly send investor updates double their chances of raising follow on funding. When it comes down to it and an investor has to make a decision between 2 investments; 1 that has been communicating and 1 that has not been communicating. It is easy to go with the one that has been transparent and has made an effort to build a relationship.

Even if your investors are not interested in committing follow-on capital, they may be able to introduce you to other investors they know . Investors know other investors. Venture capital is a tight-knit community and one positive recommendation can make waves.

Related Resource: 9 Tips for Effective Investor Networking

Pro tip: Include a light version of your pitch deck that investors can circulate with investors they can make an intro to.

Recommended Reading: How to Write the Perfect Investment Memo

Investor Update Template Real Life Example

If you’ve browsed through our investor update template, you’ve probably noticed they share a lot of similarities. Most of the Updates include the sections listed above. Of course, every business is different. The size, stage, and relationship with your investors will impact your Update template.

In order to help you best write an Update, let’s use a real-life example. Let’s say we are a seed stage SaaS company that has recently raised $1M and we are starting to scale revenue:

First things first, we need to write an introduction. This can be as personalized or informal as you’d like. We suggest something like the following:

“Hey Investor Name — Hope all is well! I can’t believe August is already in the books. We had a great month that we’ll dig into below. As always, feel free to reply back to this email with any questions or give me a call at 123.456.7890.”

We suggest starting with highlights. This will set the tone for the Update and give investors a quick rundown of what is going well for your business. This should include things like new hires, product updates, and growth (always try to quantify if you can!). Here is an example of some company highlights:

• We just hired person X to head up our sales team. They bring 10+ years of experience in the space and are going to be a great fit. You can connect with them on LinkedIn here .
• We have finally gotten New Product Y out of beta and into the hands of our users. Early signs show a big opportunity. We’ve increased usage by 50% week over week and have already exceeded our quarterly goal of Y users.
• Our sales team is on fire! We’ve closed our largest 2 clients to date — Big Name A and Big Name B. Both are great logos and are our largest contracts to date.

Sharing lowlights is never. However, it is a crucial part of building trust with investors so they can help you overcome pain points. Including steps for how you plan to fix the problem is always appreciated. Check out an example below:

• We have been struggling to find a customer success leader. We’ve opened up our search to new job boards and are offering a bonus to anyone who refers a new hire. If you know anyone that fits these parameters , please send them our way.
• New trials have been lagging behind pace. In order to help get this back on track, we are bringing in an SEO specialist to help us increase website traffic and website-to-trial conversion.

Ask are potentially the most beneficial aspect on an investor update. As you are requesting help from your investors, be as pointed and direct as possible to make it easier on them. Here are some examples:

• Here is our target list of investors  for our Series A round and our most up to date  fundraising deck . We’re looking for introductions to any of the investors listed in the ‘Research’ stage.
• We’re looking for introductions to candidates for this [ specific job title ] in the [specific industry]. Ideally, this person would work at a company with at least X employees and control his own budget.
• Do you know someone I should meet in [specific city]? I’ll be traveling there next month and am trying to fill my calendar.

As we mentioned above determining what metrics to share is up to you and your investors. For our example, we’ll focus on a couple of key metrics every company should be tracking . Here is an example of how you might present that data:

As we mentioned earlier, revenue has been cruising this month. It is our best month to date and we’ve closed our largest customers.

As you know, our team has been rallied around improving our True North KPI. Our recent product pushes and GTM campaigns have really paid off as shown above.

I feel great about our cash position. We have 18+ months of runway so I can stay focused on building the business and don’t have any immediate need to raise capital.

Try Ranking Your Investors

Just as investors are comparing you to their other investments don’t be afraid to rank your investors relative to their peers. As Brock Benefiel, business author writes ,

“Ranking investors can be an intimidating idea, but when done right can provide a useful way for founders to spur increased engagement from their investors and better illustrate their additional needs from the board. To handle it in the most tactful manner, focus less on creating a zero-sum, Game of Thrones-style battle between investors for the top spot and instead provide up-to-date developments on how investors have made a specific impact on the business.“

Related Resource: How to Find Investors

Related Resource: 6 Helpful Networking Tips for Connecting With Investors

Get Started with a Visible Update Template

Getting in the habit of sending monthly investor updates is a surefire way to help with fundraising, hiring, and growing. To get started, pick a template from our library and tailor it to your business. Just remember that at the end of the day, sending anything is better than sending nothing at all.

Related Resource: Best Practices for Creating a Top-Notch Investment Presentation Visible allows founders to update investors, track key metrics, and raise capital all from one platform. Try Visible for free to send your next investor update.

To learn more about sending your first update with Visible , check out our guide (with videos).

Exponentially

How to write a great investor update (+templates)

Why and how to keep your investors happy.

👋 Hey, I’m Jamie, and I’m here to share actionable advice to help you raise money and grow your startup.

You got your investment round closed. Congrats.

You think you can get back to building your startup, and forget all about VC’s for a while.

But you can’t.

Your new investors, they need to be managed. They need to be kept informed. They need to be kept warm for next time.

The humble investor update is your friend.

Here’s how to do it right.

Let’s get to it 🚀

Why write an investor update?

“Writing a good update forces a founder to focus on the right things and keeps your investors engaged and helping.” ~ Aaron Harris

Once you manage to close your investment round, you want to get back to building your company.

There’s so much to do, keeping your investors up to date feels like an afterthought.

But writing a regular investor update should be something you prioritise, and here’s why:

Your current investors will be your starting point for your next funding round.

The next funding round? That’s the last thing you want to be thinking about right now.

But your current funding won’t last forever. Who will be your first port of call for future funding? That’s right, your current investors.

Keeping them informed of the ups and downs of your startup journey is critical to building a constructive relationship.

Communication builds trust.

They might be able to help you.

You might want to hide the challenges you are facing. Don’t.

Your investors are already bought in, so they of course want to do whatever they can to help you succeed. They might be able to make useful intros for you, or help you think through some problem you are facing. Many investors (the better ones) have operational experience, so could give advice on your product.

Good investors can do more than give you money.

It helps keep you accountable

A regular investor update can do much more than keep your investors happy. It can also help you.

Keeping yourself accountable and focussed on what matters is half the battle. Well maybe not half, but it’s important.

Writing is a superpower. Writing clearly is thinking clearly.

So think of your investor update like a diary for your business, and see what that unlocks for you.

How frequently should I send investor updates?

“ When startups are doing well, their investor updates are short and full of numbers. When they're not, their updates are long and mostly words. ” ~ Paul Graham

The simple answer is to try to aim for a monthly update. That’s long enough for you to have some news, but not so long that they start to forget you exist!

You can also send a one-off update if you have particularly exciting or timely news to share.

If this is too much for you, find a cadence you can commit to, whether that is bi-monthly or quarterly. Less frequent than that is not a great look.

Find a cadence that works for you and stick to it.

What should I include in an investor update?

“People often report metrics incorrectly, like confusing bookings (sales) with MRR (revenue), or they start to count activities (like customers and revenue) that are not yet implemented” ~ James Orsillo , Operating Partner at Underscore VC

You can keep your update short and sweet, you don’t need to write Shakespeare here. Bullet points are fine. Short paragraphs are fine. Highlight the key numbers that are critical to your business.

Here’s a few things you should cover:

Current cash on hand

How much dough have you got left in your company account.

Current runway

This is your projection for when you think you would run out of money, given your current spend/revenue each month.

KPIs/Metrics

What metrics are you focussed on improving? Usually revenue or users. What’s happened since last month?

Any highlights

What’s been happening this month? Are there any highlights you can share to show progress? You can also add shoutouts here. If an investor has helped you last month, be sure to call it out in your next update!

Any lowlights

What are the challenges you are facing? What are you struggling with? Let your investors know and ask for help!

When you ask for help, be specific and make it easy for them to help you. For example , “instead of asking for intros to SaaS companies, provide them with a clear definition of the type of companies you want to connect [to], a blurb they can use, and a spreadsheet of all the companies on your wishlist. ” ~ Ryan Hoover

What’s next

Share a bit about the experiments you plan to run next month. What are you focussed on?

All of these can be accomplished with just a couple of bullet points each. Again we don’t need pages and pages, just a medium length email is perfect.

What are some mistakes that founders make with investor updates?

The first mistake is just not doing investor updates at all.

Another mistake is oversharing. There are some things you might not want to share. Why? Well you should think that your investor update could end up in the hands of your competitors. That shouldn’t happen, but sometimes it does.

Can you share a template that I can use?

Here are a few templates I found that I think would work well.

Notion Investor Update Template

_Underscore.vc Investor Update Template

500 Global Investor Update Template

An idea I had whilst writing this is that you can actually do this even before you have investors . Just write an “investor update” email to yourself each month with these key points and I think you will find it really helpful.

Or write it and share it with your friends and family.

You get a diary of progress that you can also use to look back on when you are pulling together info for fundraising materials. And it helps you think about what really matters and what you want to accomplish.

Why not right?

Until next time,

Did you enjoy this edition of Exponentially?

Please take a second to help me improve!

👍 It was awesome!

😐 Meh - was ok.

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Ready for more?

• Investor updates

What is an investor update?

How to write a great investor update, keep your metrics consistent , commit to a cadence, use a consistent format, investor update template, download the free template, how to choose which metrics to share with investors, what to include in your next investor update, financials and kpis, customer wins, send and track investor updates on carta.

An investor update includes detailed information about your company’s financials, key hires, and customer wins. As your company grows, things change quickly. Sending investor updates at regular intervals is a crucial (and underrated) way to build trust and confidence with your backers. The better your relationship with your investor, the more likely they are to participate in your next round and refer you to new potential investors. Informed investors are also better equipped to guide your company through any challenges. 

Below, you’ll learn a few ways to write better investor updates. 

Regular updates will help your investors track the growth of your company. Early on, talk with your investors about their expectations for updates. Are there specific metrics they’d prefer to see? What is their preferred style of communication? Setting clear expectations and consistently communicating will build trust between you and your investors. In addition to your investors particular preferences, here are some evergreen tips to keep in mind:

To provide a clear picture of your company, include the latest numbers for consistent metrics in each update.

Do not switch what you are tracking between updates or pick your “best metrics”—investors will see through this. 

Sometimes even the most successful companies have updates with down metrics—that’s okay. Without an honest update, investors will not know when or how they can help. 

Regular updates instill confidence.

Most small startups send monthly updates.

Growth or late-stage companies typically send quarterly updates

Ensure your updates are easy to scan by including key information in headlines.

Consistent formatting allows investors to easily compare updates.

Using an investor update template makes it easier to keep your investors informed as your company grows.

Wondering what a great investor update looks like? Download the template below to see a sample investor update. You can use the financials and KPI calculator to organize your data for your next update. 

We asked experienced investors which metrics they care about from companies in consumer software, enterprise software, fintech, hardware, marketplace, and e-commerce. The financials and KPI spreadsheet templates above are designed to help ensure your updates are impactful and relevant.

When an investor reads a company update, they’re looking for indications of your company’s trajectory. Depending on your stage, this could mean signs of product-market fit or whether your organization is scaling successfully. Most of all, investors want to understand whether you’re hitting key metrics and financial goals, including cash runway and burn rate .

Investor updates typically have five major sections:

Financials and key performance indicators (KPIs)

Updates can also include miscellaneous items like new board members , your latest product launches, or recent press coverage.

Don’t bury the lede. Your investors want to scan your updates for the most important information about your company. Put your takeaways at the top.

Update investors on your financials, including your burn rate, so your next round does not come as a surprise. 

We recommend focusing on a single KPI (key performance indicator), and showing progress against that metric in every update. Depending on your industry, your metric could be daily active users, monthly recurring revenue, or time spent in product.

Whether you’ve landed your first customer or renewed a seven-figure contract, your investors want to hear about it. In addition to customer numbers or sales metrics, consider including new logos added, as well as positive customer quotes or net promoter score (NPS).

As your company scales, your team will change. It can be challenging to find the right lead for engineering or marketing, but when you do, your investors will want to celebrate with you.

Whether you’re trying to make an executive hire, sell to key customers in a certain segment, or expand to a new country, your investors may be able to help. Your investors have extensive networks and connections, and they want you and your company to succeed. Let them know how they can help in this section of your investor update.

Your investors already turn to Carta for information on their portfolio companies’ cap tables and valuations . Now, you can share milestones and company performance with them on the same trusted platform.

Here’s how it works:

Use our templates to include the metrics your investors want to see.

Select recipients based on their share class or relationship to your company, using data already in Carta.

Keep track of which investors have viewed your updates.

To start sending and tracking your investor updates through Carta, reach out to our sales team to upgrade to the Growth or Enterprise plans . If you already have one of these plans, head to the Shareholders tab to send your first investor update.

Related Content

• All templates

Investor Update Presentation Template

AI generated Pitch Deck 🤖

Once you secure funding from investors, keeping a strong relationship with them where they trust you and the work you're doing becomes of utmost importance. For that, reliable investor updates and reports make a ton of difference. To help achieve that, we've described all key components of an investor update template. You can also get those vital templates for free with us in a downloadable or online form. 

What is an investor update?

Investor updates are a way of keeping your backers informed of your company's processes and securing your startup's well-being. Sending regular investor reports allows you to be transparent about the work you do. It also keeps valuable insight in check by continually revising the big picture of what your company is doing and keeping track of your overall performance.

What do investors want to see in an investor update?

The idea of an investor update is for your financial backers to get steady glimpses at the company's performance over key indicators. They'll want to understand how your financials stand, how well you're doing concerning goals, and how well your teams and company are performing in alignment with those. 

Of course, investors will want to see what's happened with the key metrics to your business. Include those as visually and clearly as possible in your updates. Focusing on a single KPI can also make up for a good strategy in this sense to then report your progress in that area throughout every subsequent report. Strategize this way to give a clearer vision of the way your startup is moving along.

If you've achieved a milestone or particularly significant achievement, highlight it on the upcoming update. It should support the notion that all your hard work and the trusted funds are paying off in more ways than once.

Free Investor Finder

Be mindful of your presentation and format.

Be consistent in the format you choose for your initial investor report template. Then, keep using that structure for all subsequent renditions to make it easier for investors to follow you every period. This is where investor update templates lend a beautiful hand. Tracking differences and changes should flow when you stick to a particular structure and format every period. 

How often are investor updates sent?

How often you send out investor updates will depend on a series of factors. Take into account you want to nourish healthy relationships with your investors. To do that and overcome any challenges you face, you should establish a certain periodicity when investors would like to have an update from you in their inbox. Usually, these investor updates happen monthly, but large companies tend to reduce the frequency. You should check with your stakeholders to see if they wish quarterly or even bi-yearly reports from you. Also, suggest what makes you feel at better ease about the reality of how often you can sit down to comprise stunning summaries on your essential business areas. Bear in mind that updating your investors regularly can also translate in keener attention, which can eventually lead to even more funding. Don't make it come across as if you didn't want to deliver updates. The more frequently you report willingly, the better it is for your overall startup performance in many ways. 

Whichever kind of agreement you reach on the regularity of your reports, every business should know how to nail an impressive investor's update. The key components of an investor update template we'll now give you should ease this process. They should also cut back on the amount of time it'll take to produce a well-designed and relevant presentation. 

How to write the perfect investor update

First of all, your reports need to reflect more than just data. Convey your brand and company spirit through them. Let them speak of the passion you have for your work. When you're writing an investor update, fill it with the same energy you have to develop your product or service. Look at it any way you can to translate your brand into your updates. 

Let's go over our free investor update template slides now. We do that as a way to discuss the most critical slide content for every investor update you send. 

First, kick off your update with the official company name, your personal details, including position and contact data, such as email address and phone number. Include the date, and think of this as the period you're presenting.

The second slide should have a brief executive summary that clearly shows your company's most significant accomplishments in a set period. Make this really concise. Only include your priority highlights for this report.

Devote the following three slides to presenting any new features or stand-out news you have for investors. Use a full slide to focus on your biggest highlight and use the others to break down news on any new features.

The sixth slide of your investor update should serve as a roadmap for the year. Present your company's evolution to date, along with any milestones you might have reached. 

The next slide in this report should focus on metrics and KPIs. Follow this with a current annual run rate. Then, go into MRR growth for the past 30 days. What would be your tenth slide by now should show a graphic of your annual run rate's evolution. Next comes a monthly revenue graph. Do this overtime for the year. If yours is a SaaS business , let your subsequent slide describe your monthly recurring revenue churn.

Move on with this report with a focus on target markets and growth channels. Update any activity on your core acquisition channels, as well, before you continue with new information on your average customers, their acquisition cost, and lifetime value. From here, present your product and growth team. Add any highlights or changes in regards to the faces behind all your hard work.

As the last section to this, describe your financials. Title a slide to show you're getting there and display your figures on the subsequent one if you'd like. We suggest a revenue vs. spend graph for the year, which can be followed by a slide on your product's core features. Include any new milestones for which you're aiming next. 

You can decide to wrap up with a reminder of your contact details as an invitation for investors to contact you on any needs that might come up as of their review of this report. 

Exercise relevant customization

Remember to tailor all this thinking of your audience, right? You should know your investors well by the time you sit down to give reports on your startup. Let your slides speak of your brand and passion and highlight your good and could-do-better with select milestones for the near future, if possible. Hopefully, rather than stress over figures and rendition, these investor updates will be a reliable approach at steady growth for your company on diverse fronts. 

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How to Write an Investor Update — Important Tips and Examples

Bijan Moallemi

Founder and CEO

Get The Playbook for Board and Investor Communications

Building strong relationships with investors is vital for any non-bootstrapped business. But your investors aren’t in the weeds of the day-to-day work with you. That’s why investor updates are so important in the investor-executive relationship.

Investor updates give you a chance to share context about business performance and plans in between board meetings. And when done well, consistently sharing that context helps you unlock the value of your investors (beyond the money they put into your business).

Don’t leave your investors in the dark between board meetings. Take the time to craft regular updates that convey the numbers and also leverage financial storytelling  skills to explain the “why” behind performance.

Table of Contents

What Are Investor Updates?

Investor updates are documents shared at regular intervals — ideally at least monthly — to give investors news and information about the business. They’re a way to connect with investors and provide insight into growth trajectory, performance to plans, and capital efficiency.

The timing and frequency of your investor updates may depend on the current state of both your business and the market. When venture funds were flowing freely, and the economy was thriving, you may have gotten by with infrequent investor updates. Heading into 2023 with so much market uncertainty, increasing the frequency of investor updates is critical.

Best-in-class executives always stay on top of investor updates. But according to Jason Lemkin at SaaStr, the expectations are higher for everyone now.

From Jason Lemkin, Founder of SaaStr, on Twitter

How Do Company Updates Differ for Different Investors?

You can think about your investors in two tiers — the insiders who get board meeting access and the less-involved shareholders on your cap table.

The difference in how you update these two tiers of investors is about access. You give insiders a deeper level of information while running board meetings , digging deep into the granular details of business performance to diagnose opportunities and issues.

But the less-involved stakeholders get a higher-level update. The general investor update should include enough information to show how your business is tracking against goals. Include any information you’d be willing to share with a broader audience of the investing community. You can assume the investor update will have more visibility beyond the group you share it with, so anything that you want to keep private should stay in the official board deck .

How to Use Software to Increase Transparency & Trust with Investors

Benefits of investor updates.

Regular updates allow the business to nurture strong relationships and keep investors up-to-date and involved with the company.

Here are some benefits of sending out consistent investor updates.

Consistent Communication Builds Trust

Consistent, reliable communication with stakeholders shows investors know how things are going with the business. That transparency helps build trust in the company.

Updates Show Investors How They Can Help

Providing the right KPIs gives investors strategic insight into how they can collaborate to help with business success. For example, investors may see opportunities in high-level plans to recommend stand-out candidates or new hires for open roles.

Updates Show Opportunities for Follow-on Funding

When you show investors how their money has been put to work to execute goals, they’re more likely to want to invest more to help the business grow and succeed, whether it’s independently or in future funding rounds .

Investors Can Share Expertise With the Business

Investors have a lot of collective knowledge relevant to the business in a variety of different areas. The more the business communicates with investors , the easier it is for them to serve as mentors and leverage their expertise to help the company.

Updates Hold the Business Accountable

Sharing KPIs and reflections on results holds business leaders accountable for performance. It also gives investors a chance to challenge financial assumptions and make observations, so you adjust plans as needed.

Download this playbook and learn how to build a strategic bond with your investors.

Build Your Investor Update Template

There’s no one-size-fits-all way to provide an investor update. But whether you’re creating a slide deck, sharing a Loom overview, or writing out a memo, your investor update should include the following information:

• A message from the founders or top executives.
• A summary of the current state of the business.
• Any areas where investors can help or offer support.
• Your most important metrics and KPIs.
• Department highlights and challenges.
• Business goals before the next update.

Whichever format you choose, there’s one thing to keep in mind — keep it consistent each time you share an update. A consistent format makes life easier for you because you can swap updated information out in the template. And it also helps investors better understand the growth journey that your business is following.

Metrics That Matter for Investor Updates

The metrics you share should show that the business understands what is important to investors. Whether it’s a metric that’s trending lower than investors might like or developing proactive strategies for growth, investors want to see that you’re planning ahead.

You also want to make sure that you’re using the metrics to explain the right narrative about your business. It’s about explaining the “why” behind your numbers, not just sharing a laundry list of relevant metrics.

The specific metrics you focus on will depend on the maturity of your business, your business and go-to-market models, and overall performance to plan. But as you think through the narrative, you’ll want to include metrics that cover operational efficiency, state of the sales pipeline, go-to-market efficiency, revenue growth, and retention, at the very least.

Here are some of the specific metrics that you should consider using to update your SaaS investors.

Cash Conversion Score

This critical capital efficiency  metric measures current return on investment (ROI) of dollars put into the business. For SaaS businesses, this metric is essential to give investors a deeper understanding of recurring revenue as a proxy for ROI. When combined with other metrics, your cash conversion score provides deeper insight into market/product fit, as well as the scalability of sales and marketing teams.

Burn Multiple

Sharing your burn multiple gives investors insight into how much revenue the business generates per dollar burned. This shows how efficiently your company can generate revenue using capital raised from funding rounds. Investors like this metric since it demonstrates how well the business distributes capital across the business. It also provides strategic insight into potentially extending the company’s runway via proactive cash management.

Gross Margin

Your g ross margin is the percentage of income the business is left with after subtracting the cost of goods and services or the cost of revenue . Gross margin shows investors the percentage of money the company gets to keep compared to the amount of money the company brings in.

SaaS Quick Ratio

The SaaS quick ratio  compares monthly recurring revenue ( MRR ) against expenses to measure startup cash flow . This highlights your ratio of MRR growth compared to churn and contraction MRR. It’s an at-a-glance directional financial metric for comparing top-line and bottom-line growth and stability. It shouldn’t be used alone to judge the financial health of the business, though, so make sure investors know it’s just part of the picture.

Net Dollar Retention (NDR)

Also called net revenue retention (NRR), this metric compares the revenue earned from customers at the start of a given period to the revenue earned from them at the end of the period. This helps define lost revenue from customer churn or downgrades, as well as any increases in total revenue over a specified period. For SaaS businesses, this important metric gives insight into customer success, renewals, and upsells of the product. Investors want to see that you’re not only retaining customers but also effectively managing customer retention costs to ensure profitability.

LTV/CAC Ratio

The LTV/CAC ratio  measures the relationship between the company’s customer lifetime value  (LTV) and customer acquisition cos t (CAC). This ratio shows your ROI based on how much it cost the business to get a new customer and what they’ve paid the business thus far. This financial efficiency metric is helpful for gauging the company’s profitability now and in the future.

The CAC ratio is the cost to acquire annual recurring revenue  (ARR). This financial metric provides insights into the relationship between new bookings and upsells and the company’s marketing, showing investors if current marketing strategies are effective.

CAC Payback Period

The CAC payback period  is the amount of time it takes to recover acquisition costs per customer. Investors are interested in this metric because it shows a company’s ability to achieve returns on acquisition costs alongside invested capital.

SaaS Rule of 40

This financial ratio is used by SaaS companies to compare the company’s revenue growth to its profitability. The SaaS rule of 40  states that a healthy SaaS business has a combined growth rate and profit margin of at least 40%. It’s a great at-a-glance indicator of the company’s performance and sustainability for investors because a business can still be considered healthy even if it’s unprofitable or the growth rate falls as long as the combined ratio is 40% or more.

Investor Update Example

In 2020, job search and recruitment platform Untapped tripled its headcount and revenue, opening the opportunity for the next round of funding. As Untapped prepared for that funding round, they needed to tell investors their financial story and the story of their future growth. Their investor update provided metrics that delivered a compelling growth narrative.

Here’s a high-level outline of what that investor update example might have looked like.

Sample Investor Update Outline

Executive summary.

• Brief introduction from executives
• ARR with context, explaining how Untapped tripled its revenue
• Expenses with context, explaining how Untapped tripled its headcount
• Burn multiple to show financial efficiency and potential to extend runway
• LTV/CAC ratio analysis to show ROI based on CAC
• Milestones achieved thus far

Investor Asks

• Funding to help support growth
• Leads for open roles from diverse backgrounds

KPIs and Results

• Modeling complex scenarios around headcount growth
• Reviewing ROI on sales and marketing spend
• Analysis of CAC ratio to access marketing success
• CAC payback period for strategic insight into ability to achieve returns on investments

Department Highlights

• Updates on customer acquisition and active users
• Sales and Marketing pipeline and targeting plan updates
• Customer retention metrics , KPIs, and trends
• New programs/tools implemented or upgraded
• Major role changes or introductions
• Scenario planning to help achieve goals
• Plans for future business growth
• Fundraising goals for next steps

How to Write An Investor Update

Writing an investor update doesn’t need to be time-consuming, and it doesn’t need to share too many details. Whether it’s a quarterly or monthly update, it should provide an overview of how things are trending, including key metrics that show highlights, challenges, and areas the business could use help from investors.

Here’s how you can approach the most common sections of the typical investor update.

After a brief introduction, provide a summary of the company’s finances and operations. Typically, there’s a brief summary for each department. In a SaaS company, that should include finance, sales, marketing, operations, product, and engineering.

Summaries don’t need to include anything sensitive but should include some quantitative measuring of major milestones and any significant challenges. Consider including at-a-glance financial metrics like your gross margin, burn multiple, cash conversion score, LTV/CAC ratio, and SaaS quick ratio.

Areas Investors Can Help

Investors want to help the business succeed, so it’s important to tell them exactly how they can do that. Offer crisp, clear information about how investors can contribute.

Maybe that means getting warm introductions to candidates for open executive roles. Or an introduction to someone involved at a company that’s a key partnership opportunity. In some cases, you may be able to get another perspective on a particular operational challenge you’re facing. And maybe more commonly, it could be surfacing the opportunity to be involved in an upcoming funding round.

Results and KPIs

While investors prize  MRR/ARR and net dollar retention, be conservative with what else you share. Outside of board meetings, only share KPIs you’re comfortable sharing with potential new investors or the general market. Also consider including some findings from scenario planning here, with outputs from worst, base, and best-case models you’re comfortable sharing. You want to show growth, operational efficiency, and financial efficiency while addressing any challenges the business experienced by providing context and plans for improvement.

Department Highlights and Goals

Break down the business by department and share initiatives and progress on goals in each department. CAC ratio and burn rate will be relevant here. Your department-level updates should include some insight into performance to plan and an overview of how headcount has changed and will change in each area.

Simplify Investor Updates with Mosaic

Investor updates should tell the company’s financial story with your metrics. But that requires context, so your investors really get the “why” behind the numbers. These updates should be proactive and action-oriented, so the takeaway is that the company is prepared for agile scenario planning , addressing any challenges, and making adjustments to meet goals and improve efficiency.

The finance team  needs access to the latest numbers and time to collaborate with executive leadership on strategic insights and the metrics that matter.

Mosaic gives you access to real-time data, so you get automated calculations and forecasts without hours of manual work to compile the necessary data. With Mosaic’s templates, dashboards, and metric visualizations, you can show investors the trends and at-a-glance projections that tell your financial story. These analytic tools connect to systems you already use, allowing you faster, real-time access to the metrics that matter.

For investor updates, Mosaic offers an operational efficiency dashboard that brings your story around capital efficiency and profitability to life.

You can also create custom dashboards from scratch to ensure you present the right metrics at the opportune time. And with role-based permissions, you can share the canvas directly with investors so they can always check in on company performance.

Don’t give investors backward-looking data points. Show you have your eye on the future and the company’s potential to grow and succeed. Mosaic’s finance automation helps you demonstrate proactive financial analysis and strategic insight into improved operational efficiency, profitability, and growth for the business. Financial data analysis software , like Mosaic, can empower you to create dynamic forecasts and projections that offer a forward-looking perspective to investors.

Request a personalized demo  today and discover how Mosaic can help you create investor updates that instill confidence and keep investors engaged.

FAQs About Investor Updates

What are the main components of an investor update.

Investor updates will vary based on the needs and circumstances of your business, but generally your update should include:

• An executive summary
• A section where you ask investors for input on any issues or questions you have
• A section where you walk through important metrics, KPIs, and financials
• Department-by-department summaries and updates
• Updates on goals and and growth plans

How often should investor updates be delivered?

Investor updates are most commonly delivered monthly – if not bi-weekly – though at minimum they should be delivered quarterly.

What format should investor updates be delivered in?

The two most common ways to deliver investor updates are either in a written document like a Google Doc or in a slide deck. Since they typically occur in-between board meetings, investor updates aren’t usually presented, though some companies include a video overview. Take it to another level by giving investors access to a Mosaic canvas that stays up-to-date in real time.

Related Content

• Top 3 Executive Dashboard Examples
• How to Run a Board Meeting: A Guide for Business Leaders
• The 12 Most Important Operational Metrics & KPIs to Track in SaaS

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Investor Update Template

Investor updates are an important part of running a startup. As a founder or CEO, you are responsible for keeping your investors informed about the progress of your business and any relevant developments. While this can be a time-consuming task, it is essential for maintaining trust and transparency with your investors.

One way to make this process easier is to use this investor update template. It allows you to organize and present your information in a clear and concise manner, making it easier for investors to understand and track your progress.

So, what should you include in an investor update? Here are some key elements to consider:

• Executive summary: This should be a brief overview of the main points of your update, highlighting any major developments or achievements.
• Key performance indicators (KPIs): These are the metrics that are most important to your business, such as revenue, customer acquisition, or retention. Provide an update on how your business is performing against these KPIs.
• Progress against milestones: If you have set specific goals or milestones for your business, provide an update on how you are progressing towards achieving them.
• Future plans: Share your plans for the future, including any new initiatives or projects you are working on.
• Challenges and risks: It's important to be honest with your investors about any challenges or risks your business is facing. Share any potential obstacles or concerns, and how you plan to address them.

By following this template, you can keep your investors up to date on your progress and ensure that they are fully informed about the state of your business. This not only helps to build trust and transparency, but also keeps your investors excited about your growth and success.

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How To Write Investor Updates (With Template and Examples)

Updated October 17, 2023 by Xtensio

Investor reports share key qualitative and quantitative data with your financial investors, including important information about recent wins, the state of finances, and other relevant insights. These reports are meant to give investors a high-level view of what’s going on in your business over time. Use this step-by-step guide to create your investor updates reports, easily. Explore this template .

Xtensio is your team space for beautiful living documents . Create , manage and share business collateral, easily.

Table of Contents

Your guide to creating powering investor updates reports.

It’s important to maintain a healthy relationship with investors and key stakeholders by providing regular portfolio updates. You need to build relationships so you can build trust, transparency, and long-lasting partnerships with your investors. Investor reports highlight important information about recent wins, the state of finances, and other relevant insights, and are meant to give investors a high-level view of what’s going on in your business over time. These reports will help you maintain a healthy relationship with investors and key partners. Here’s how:

• Provide investors with an ongoing glimpse of your company’s performance over key metrics.
• Build trust with VC firms and angel investors by making it easy for them to make decisions about actions they might take with their portfolio.
• Increase your chances of receiving help, time, and introductions from investors.

Your investor updates report should take only a few minutes a month and will create an everlasting impact on your business and future endeavors. Xtensio’s free monthly investor updates report template makes it easy to keep track of productivity, roadblocks, and deadlines. You can also use the Annual Report Template to give your investors an overall summary of your company’s yearly achievements.

1. Create your investor updates report header and highlight monthly achievements

Introduce your investor updates report by adding your company name, the project name, and the name of who prepared the report. You will also want to add the date so it’s easy to go back and reference these reports for your investors, partners, and stakeholders. You can also update the logo, the folio color scheme, and the background to match your company branding.

QUICK TIP: Once you set up your header section and update the color scheme and background to match your brand, you can save a custom template to easily repurpose for your ongoing investor reports.

2. Give a high-level overview of business initiatives and metrics your investors care about

Highlight key stats – number of employees and locations, monthly/annual revenue growth, or other important stats your investors would want to know about. Some factors to think of when using the stoplight report:

• Monthly growth — Highlight key growth info from the start so investors get a clear overview. What major sales did your team make this month?
• Product development — Did you introduce new products or services this month? Showcase what your team accomplished in terms of launching new product features and/or services.
• Marketing initiatives — Here’s your chance to show stakeholders what you’ve done to attract new customers. Did you start a monthly webinar series, or launch a new workshop or campaign?
• Company wins & losses — Give an overview of any awards, accomplishments, or major lists you were included in this month. Were you ranked as the top place to work? Do you have high customer satisfaction?

3. Detail your financials and KPIs

Highlight important KPIs to show your company’s growth (or identify where you need improvement). Are you reaching your monthly recurring revenue goals? How long will it take you to reach the next growth milestone?

Use charts and graphs to highlight key financial data.

• Revenue — Being able to generate revenue is essential to a business. How much did you grow this month? How many new customers did you bring in? What’s your monthly profit margin? However, you determine to measure revenue should be kept consistent from month to month. For example, don’t share bookings one month and revenue the next.
• Cash & burn — Cash is king and investors expect to see some insight into how their capital is being managed and used in your organization. Use a line chart to highlight your funding revenue month over month. And pie charts will help detail your cash flow and expenses.
• Margins — Generating solid margins is a must for any successful business. While this is more important during fundraising, sharing your margins will help investors evaluate your COGS and acquisition costs.

4. Ask your investors for help

Arguably, this is the most important part of the investor report – especially for your company. Highlight 1-3 ways the investor can help you get to your next milestones or exit more swiftly. Are you looking for introductions to important connections? Or maybe you’re looking for capital to reach a specific milestone this month:

• Introduction to a digital marketing agency
• An in-house graphic designer (new hire)
• Funding for new product development

5. Showcase new hires, important projects and give credit to key players

Put a face to your company by introducing key hires you made this month. Add a photo, their name, and title. What is their background? How did they come to start or join this company? What are they responsible for?

Did you start (or complete) any major projects this month? Describe what you achieved in each project and how it highlights your growth goals.

Lastly, give credit to employees, partners, clients, and investors. Tell them how much their support and dedication have helped your company reach this month’s growth goals. Questions? Comments? Concerns?

Share your investor updates report as a link, monitor, evaluate & iterate

Remember, these are just guidelines for what information goes into your investor updates report. You’ll want to focus your monthly report on what matters the most to your investors, stakeholder, and partners.

When you’ve finished creating your investor updates status report with Xtensio’s editor, you can send the live link to your folio to share it as a responsive webpage (and add password protection), export a PDF or present it as a slideshow during an investor meeting. The monthly investor updates report is adaptable just like other Xtensio tools , it can and should be repurposed, revisited, and revised regularly.

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A Simple Board and Investor Update Template (With Examples)

Article Contributors

James orsillo, underscore vc.

In this Article:

Tips for your investor update, a note about metrics, how transparent should you be, seed investor update template (option 1), seed investor update template (option 2), series a investor update template (option 1).

If you’re getting ready to send an investor update, you might be asking yourself questions like: What should I include? How transparent should I be?

When sharing an update, you’ve got to provide enough detail without overloading the reader. It can be hard to strike the right balance. 

Before gathering data and writing your investor update, take a minute to think from an investor’s perspective. Investors—like you—are often bombarded with emails. They may be tracking dozens of startups, so make it easy for them to digest and respond. You’ll ultimately benefit.

To focus, ask yourself: After they skim through your email, what is the one thing you want the investor to take away? Do you desperately need hiring help? Are you crushing your revenue goal? 

Startup Secret: Include a TL;DR section at the top that highlights the main takeaways. Was this a good month? Why?

Think about how you can nurture investors with data about your progress. That way, when you’re ready to raise your next round, investors will be excited to engage.

Using an investor update template makes it easier to outline and structure information, but ultimately, it’s up to you to select data to support your desired outcome. For an editable version of these templates, see our copy in Coda .

As you fill out an investor update template, keep the following in mind.

• Be concise. Avoid writing long intros to your emails. Cut any rambling text.
• Make it easy to read: Use bullet points and subheadings. 
• Don’t be overly salesy—it can hurt your credibility. Avoid superlatives.
• If something meaningful is happening in your business, good or bad, keep investors in the know. Never surprise them—they’ll start to lose trust.
• Include real numbers and metrics when you can and explain how they compare to plan.
• Make your asks for help specific and actionable.
• For any update you share, include a “so what” to connect the dots. You shipped X product. You got X media coverage. What is the benefit or result, and why does it matter?
• Mention the market. What’s happening with your competitors, and what does that mean for your business?
• If reporting numbers or metrics, provide context. How do these compare to your expectations? Your budget? The prior year?
• Share any relevant positive or negative trends you notice, and explain how investors should think of them in the future.

Be sure that the metrics you report conform to a normal convention. “ People often report metrics incorrectly , like confusing bookings (sales) with MRR (revenue), or they start to count activities (like customers and revenue) that are not yet implemented,” says James Orsillo , Operating Partner at Underscore VC. “That’s dangerous.”

→ See clear definitions in our SaaS Operating Metrics Template .

The real answer: Be very transparent, but pick the right medium. “I’m always biased toward transparency—it’s good to share highs and lows,” says Lily Lyman , Underscore VC Partner. 

“If you do have sensitive information that you don’t want to disclose in writing, don’t shy away from it,” says James . “Just pick up the phone.”

Picking the right medium can depend on your comfort level, your market, and the topic at hand. Ask yourself:

• Would you be comfortable with an investor forwarding this to someone in their network?
• Would you be comfortable with an investor storing this in their database as they track your progress?
• Will an investor need to have this context to help you?
• Will this item likely spark a discussion?

We appreciate monthly updates from Seed and Series A companies. However, as you scale beyond that, quarterly becomes the norm.

Dear Friends of [Company] ,

Hope you are doing well! Here is a quick update from the last X weeks/month/quarter at the company.

Main Updates

[Reminder: Underscore’s SaaS Metrics overview is here .]

• Traction : We finished the last quarter at $XX ARR. Currently tracking at $XX and with the [Customer] season picking up again this quarter, we’re targeting higher growth for the rest of Q.
• New Customers : Added some great enterprise software logos: [X Customer] , [Y Customer] , [Z Customer] : and crossed X paying customers.
• Customer Love : Keeps on growing! New case studies and quotes on [URL to Page] . We are also on [Rating Site] now, trending strong at X/5 .
• Burn & Runway: Still projecting cash runway until [ Month/Year] assuming base case revenue growth.
• Team : We are now XX + members strong. Really excited to have [Name] join as [Title] to help us [Job Goals] !
• Customer Advisory Board: We are forming a customer advisory board of thought leaders and influencers in [Industry] – already 10 members strong. 

Q3 Priorities

• Pipeline building remains the biggest GTM priority. We are actively working towards a free trial flow, and investing in ads and other salestech accelerants.
• Partnerships as a GTM channel is also something we are keen to experiment with this year. The [Industry] ecosystem is ripe for this – any suggestions here would be welcome.
• Our CS function is evolving to help us hit market leading NPS and NRR next year. We are now X member-strong and are building out motions for onboarding, success, and support to streamline customer ops.
• [Customer Use Case] is top of mind on the product side. We are working on some exciting products which will make doing [Customer Use Case] truly simple. More on this next month!
• Working towards doing a mini customer event in [Month] and a customer conference in [Month] . 

Best ways to help are

• Hiring recommendations for the [Title w/ Link to Job Description] role. Very important to close this.
• Community Suggestions: We are looking to work with communities such as X , Y , and Z , where [Customers] hang out. Warm intros to any such community you know of would be helpful. 
• Advice on growth: Always looking for tactical advice on growth and partnership recommendations.
• Warm intros: Can never get enough of ‘em. Anything especially at [List of Companies] would be great.
• Customer Advisory Board: If you know any great [Customer Role] leaders who you think highly of, we would love to speak with them. 
• Use us: Many of our investors are using us for [Use Case] . It is a great way to know the product better and spread the word! 

Co-Founders

PS: ICYF “What does [Company] do exactly?” “We are a [Boilerplate Description] .”

Hi everyone,

Hope you’re having a great summer so far. Here’s our monthly investor update.

But first, how you can help:

Does anyone know a good PR consultant? The holidays will be an awesome opportunity to get our message out to the media and other outlets that will be covering this.

July Summary

• Closed our first 4-figure MRR / $35k ARR customer.  
• We hired our first full-time Marketing Manager. [Name] comes to us from [Company] and starts this month.
• We’re now winning deals against major competitors (including [Competitor] , [Competitor] , and [Competitor] ), onboarding larger brands such as [Brand] and won over a few previously churned customers last month. This signifies the investments we’ve made across product, sales, and support these last few months.
• $X in the bank
• X total customers (+X% MoM)
• $XX Ending MRR  |  $XX Ending ARR  (+X% MoM)
• X months of runway, cash out date
• New sales bookings (% of target for month or quarter)

Product Updates

• We announced integrations with [Product/Company] and [Product/Company] .
• Launched a beta of our [Product Feature] .
• Expanded carrier support for numerous carriers throughout South America and Europe.
• Built integration with XYZ (not yet announced).

MRR was a bit flat in July despite having a strong month in net new customers as we’re recovering a bit from last month’s churn and there’s a lag in reporting usage-based revenue, which will reflect in future months.

August Focus

We’re continuing to focus on:

• Building a great [Product] and officially rolling it out to all customers.
• Onboarding Marketing Manager – step on the growth pedal and prepare content and marketing campaigns ahead of [Event] .
• Preparing for our Q4 fundraise.

Happy customer quote of the month:

A quick reminder of what we do:

[Insert two-sentence pitch here. website.url.]

[Company] ’s mission is to… [Company] is a [Boilerplate Description] . In September, we crossed over XX [Customer/User Milestone] .

Company Update

We had a solid month for new bookings, primarily customers that upgraded from the freemium funnel. [Customer X] was the largest at 50 seats @ $XXX MRR. Our first AE is still ramping but managed to close $XXX in new MRR.

We released one new feature: [Feature Description] . We believe this will accelerate [Customer Goal] .  

$XX in cash, burn was $X in [Month] .

• Hiring: Unfortunately, we are still having difficulty hiring engineers. Resolution: We are now using Hired.com to help fill the pipeline.
• Low Morale: The team was feeling low after we lost a big contract to a competitor. Resolution: Installed cold brew coffee on tap.  

How You Can Help

• VP Sales: We are narrowing in on final candidates for our VP Sales search. Please send me comps for total compensation (base, bonus, and equity) for VP Sales roles at similar stage startups?
• Office Space: We are bursting at the seams in our current office and we can’t fit another desk unless we move [CEO] to the basement. @Investor : I saw you are connected with real estate broker X. Please email an introduction: “Hi X, I’d like to connect you with CEO of [Company] . CEO is looking for a 3,000-3,500 sqft office in Cambridge near Kendall Sq targeting November move-in. Please connect directly.”

Thank you for your continued support. I specifically want to thank:

• Lily Lyman of Underscore VC for helping us hire our first content writer last month. Content marketing is a key driver of our funnel and our new hire is already making an impact. Thanks, Lily!

June was a solid month where we continued to focus on transitioning to the new platform and shipping new features. Revenue decreased a bit in June, but many of the updates, launches, and features we shipped will lead to increased revenue in the coming months. Big things are happening in July already!

We also decided to delay the launch of our website/branding a few weeks longer, but we are very close. You’ll have another update there in a few weeks.

Business wins:

• [Name] is joining [Company] as our new [Title] . She’s coming over from [Company] , where she was [Title]
• Record number of applications for the month (XX)
• Signed X new client contracts
• Record number of API calls for the month (XX), up from XX in May
• Negotiated better contracts with X vendors to increase margins on [Service]

Product wins:

• Released [Feature] and [Feature] for [Product]
• Transitioned to a new design system, which will…
• Completed designs on new data analysis, which will…

Business losses:

• Did not hit the target for revenue ($XX), down to ~$XX, below target for the month
• X client launches pushed back to July
• Revenue fell from $X per [Service] to $X per [Service] due to new feature/product releases
• Average deal size decreased to $XX which was the 2nd lowest of the year

Product losses:

• Did not launch new branding
• Did not switch over to new website yet, will be doing this over the next couple weeks
• Delayed start of development of [Feature] to next month

Goals for July:

• Reach $XX in revenue
• Fill senior Marketing, Sales, and Customer Success roles
• Still looking for great frontend and backend engineers
• We’d love to speak with anyone who is thinking about launching any kind of [Service] that requires any [Industry Expertise]

Reminder: [Company] does [Boilerplate] .

Read this Next

• Why We Invested

Why We Invested in Movemint: The Platform Delivering Superior Athletic Event Experiences

Richard Dulude

Brian devaney, more fundraising articles.

• Fundraising

How to Announce Your Startup’s Seed Round

Katheryn Thayer

Kerry bennett, jenna birch, lindsay mccallum rémy.

How to Smartly Leverage Your Network to Get Warm Investor Intros

Claire Crowther

Keith corso.

A Template to Write Out Your Seed Pitch Narrative

How to write an effective investor update? Here's an Example.

Very often founders are new to writing updates, which is why we’ve built pre-configured templates to help you write what people typically care about the most., what are investor updates.

"Investor Updates" are a common term used across the startup ecosystem to describe a progress report that is typically written by the CEO and/or founding team of a company to:

• Discuss how the company is performing...
• What has changed since your last update...
• How your KPIs are performing...
• What your company needs help with...
• And a variety of other things...

We will dive into more details around this in a future newsletter.

Why should I write updates?

For veteran entrepreneurs that have been through a few capital raises and exits, writing investor updates is second nature. They probably have a hard time remembering when they didn't write updates. After you raise money from VCs or larger investors, this exercise will become mandatory on a consistent cadence. However, there are various reasons (listed below) on why you should be doing this now instead of waiting until it's mandatory.

• You want to grow your network.
• You need to keep your stakeholders up to speed with what's going on.
• You want to foster relationships with prospective investors.
• You want to build trust with your investors and mentors.
• You need a way to ask for help.
• You want to keep your team and company up to speed with how things are performing.
• You want to send weekly CEO notes internally.
• You want to stand out from the crowd of other entrepreneurs.
• You want to document the progress of your business over time.

Should founders only send "Investor Updates" to their investors?

A common misconception is founders only send "Investor Updates" to their investors. This couldn't be further from the truth. To remove any confusion, we prefer to call these types of updates " Company Updates. " You can also send them to your team members, mentors, prospective partners

Who should I send my updates to?

Unless you live in complete solidarity, you probably have plenty of people to send your company update to, so no excuses!

One of the most important things you will need to excel at while building a business is networking, and one of the best ways to grow and engage your network is to update them. When sharing your company update with your network, it's one of the only times just about anyone will be happy to let you add them to a mailing list, so make it count! People want to hear about your journey, and many of them want to help when they can.

Updating the state of your business allows you to take the time to have a 50k foot view of how your company is performing and how you can get better.

When you share your high-level view of those wins, challenges, and strategic changes, you allow other people to understand where you're at in the process and allow them to engage and help. Over time you begin to build stronger and lasting relationships with those people. Whether it's this company or the next, the steps you can start making now will have a lasting impact on your entrepreneurial career.

Our platform is centered around updating, and we've seen founders send their company updates to a variety of people. Remember that building a company is a challenging journey, and you never know who might be able to help you along the way. Which is why we see the most accomplished founders send consistent updates to nearly their entire network; here are some examples of the types of people we've seen founders send company updates to:

• Friends and Family
• Prospective Investors
• Prospective Customers
• Fellow entrepreneurs
• Mentors / Advisors
• Prospective Partners
• Board Members
• The list goes on...

Our goal at Paperstreet is to help you excel at this. We want to make it simple to allow you to share the state of your business as easily as possible, help you analyze engagement, and, most importantly, grow your network with the right people.

What should you include an effective investor update?

Here are the main aspects we recommend to include:

TL;DR, KPIs,  Asks,  Product, Financial, Achievements, Challenges

Below is an explanation of what you can write about with our standard template. Feel free to start using this, or create your own!

Okay, let’s begin!

Investor update intro

Try to summarize your entire update in the beginning in 3–5 sentences or a couple of short paragraphs. This gives people a high-level overview of what to expect in your update and how your business is progressing.

📢 Shout Outs

• By thanking the people who have helped you they are more likely to help you again. The people who didn’t help you may feel more inclined to lend a hand to also receive a future public acknowledgment of appreciation
• Don’t forget to acknowledge your team members in this section as well!
• Protip: Founders often use “ @full name (bold) ” to publicly acknowledge their help

🏆 Achievements

• In this section we often see founders write 2–3 things that went well since their last update
• It’s a great section to share your biggest wins and things you’re proud of that you and your team have accomplished
• Discuss strategic changes in your business
• Has your business model changed?
• What’s your go-to-market strategy?
• Talk about your beachhead market and why it makes sense to attack
• Discuss business development and partnership opportunities
• This is a section a lot of founders write too much about. You are probably 100x more knowledgeable than your investors and advisors about this
• The goal of this section is to make sure your advisors/investors can sell your product and see how things are progressing
• This is also a great section to talk about your roadmap updates

🎙Announcements

• Discuss any big announcement, events, travel, etc. you’d like to share here

💰Financials

• Share your financials
• You don’t have to send these financials to everyone, but try to share your basic financials in charts
• Take a screenshot or upload images taken from your business intelligence dashboards
• Cash-on-hand vs Burn

• Pro-tip: Use charts and graphs to display progress
• Plot your metrics over time and be consistent with every update!
• Try to find your “Northstar Metric” …the one metric that drives your entire business
• Example: Facebook found that new users who added 7 friends in 7 days had a much higher likelihood of converting to longterm Facebook users. Once they found this metric it became the key metric they focused on to grow and scale Facebook to the dominating player it is today
• Explain each metric in every update so people can easily reference and understand them. Remember people receiving your updates often get a lot of them and they’re not always going to remember what they’re looking at
• Did things go well? Talk about why. Didn’t go well? Explain
• Pro tip: Use screenshots from metrics/business intelligence dashboards in your update and colored text to make your numbers pop

• Write about how people can help you and be as explicit as possible to make it easy for people to help you. If you need intros, write to whom or to what kind of companies and roles. Be specific!
• Pro tip: Include a blurb or forwardable intro about your company that can be copy and pasted to send intro requests
• Remember: Make it easy to help you! People want to be needed. Don’t hesitate to ask for help, that is why these people are here

Other sections you may want to include

• 🏌️‍♂️ Sales
• 📨 Marketing
• 👤 User Acquisition

Let's take a look at a real life example.

Investor Update Example

We are building a solar equipment procurement hub to connect solar installers and equipment suppliers.

We reached many important milestones in 2021 Q1, as you will see in “TL; DR” below.

In 2021 Q1 :

• Product : Launched MVP-v2 and organic user growth
• Revenue : landed first paid user with $2000 MRR
• Fund : Secured 30K investment and applied for 10+ accelerator programs
• Team: onboarded Ilia Slavine as our Biz Dev and hired a full-time programmer. Now we have a core team where one builds, one grows and one sells.
• Operation : I've handed over SF Digital to Dylan DeSantis. It was making money but I hated agency business.

🎙️ Announcements

I'm super excited to announce that Ilia Slavine joined us as our Biz Dev. Not only he personally invested a "Love money" fund , 30K USD, he also will be responsible for converting inbound leads.

🏋 Challenges

The biggest challenge right now is the lack of expertise in solar industry's supply chain. This would slow down sales process design and product design.

How to build kick-ass user onboarding process?

• for sellers?
• for buyers?

We launched V2.0 in early March and uploaded 4000+ suppliers. We're releasing V3.0 with new UI/UX in late April.,

🎯 Strategy: building "growth factors" into the platform

Pivot Previously, we planned not to build the platform until we hit $25K/month-revenue milestone with agency model. But I decided to hand over the digital agency to Dylan DeSantis and focus on building SF Market. Product strategy Most marketplace startups have to face the "Chicken or egg first" dilemma. By curating supply and product information to help SEO, we're getting both the demand and supply at the same time.

💰 Financials

• Fund : secured 30K
• Revenue : We just landed our 1st paid client, a US-based solar manufacturer. Estimated MRR: $2000 ( No more agency revenue )
• Tools : $400/mon
• Labor : $800/mon (designer, developer and VAs)

📈 KPIs & OKRs

• MRR : $2000
• Web traffic : 41,000 visitors/mon
• New users : 65 (since we launched our MVP 3 weeks ago)
• Linkedin connections : 360/mon

I want to thank my friend Jasper Malamud for building a great platform https://climatehub.io/ which saved a lot of my time finding new accelerators in the climate tech vertical.

We've made great progress in the 2021 Q1

• Fund : secured 30K; applying for accelerator programs.
• Team : Ilia Slavine, who joined us as a Biz Dev. Now we have a core team where one builds, one grows and one sells .
• Product : Launched our MVP 2.0 -- supplier directory
• Revenue : We just landed our 1st paid client, a US-based solar manufacturer. Estimated MRR: $2000

🤔Closing thought🤔

The marketing agency services were making OK money for me but now, I know how much I hate running a marketing agency. Once President Biden announced his 2 Trillion climate plan, I knew I had to speed up developing SF Market. 2021 Q1 was a big turning point.

   *************Example starts**************

• Add a closing statement and thank those who made it to the end for their support
• You can also remind people that you’ve added them to your updates because they’ve expressed interest in your company. If they would no longer like to receive your updates let them know they can unsubscribe with the link included in the email

You now have all the tools and the context on how to write a great update, so good luck and get writing!

The Best Investor Update Templates

Find the best templates to send investor reports and shareholder updates. Keep your existing or potential investors engaged.

What Are Investor Updates?

Investor Updates are the reports a company periodically shares with its investors , which include business and financial metrics and qualitative progress updates.

It is mandatory for Public companies to report their numbers on a quarterly basis. It is optional for most Private companies, although some shareholders' agreements include a clause of "Right of Information", which requires the company to share certain details on a monthly, quarterly or annual basis.

Why Sending Investor Updates is Important

Sharing monthly or quarterly reports to investors is a best practice that will keep business angels, VCs and PEs engaged with the company. The most important benefits of investor relations are:

• Alignment : investors like to know how their money is doing, as they are usually calculating the potential return on their investment. It is recommended keeping them in the loop, even if it's to share bad news. Investors should not be surprised to know your company is doing really well/bad, and sending investor updates is an easy way to be predictable. As Jason Lemkin puts it: "Getting a rough investor update, (ideally with a little context). Still 20x more confidence inspiring than no update at all"
• Easier fundraising : the transparency that investor updates bring will help in future financing rounds, as existing investors may proactively ask to invest more or participate as co-investors. If an existing shareholder knows how the company is doing, you will get their "yes" way faster, and they have may even already accounted for it.
• Engagement with potential investors : a best practice to keep potential investors in the loop is to send them the investor updates. If you are wary of sharing some financial metrics, you could always make two version of it, one for existing shareholders in the cap table , another one of external stakeholders. Sending them updates will also give you insights on which ones are the most engaged by tracking email opens, clicks and reading time with tools like Capboard.
• Legal requirement : in some countries and depending on the shareholders' agreement, it is a legal requirement to keep all your shareholders up to date about some topics, like financial performance, lawsuits, etc.

What to Include in a Startup Investor Report

Each investor report is unique, and companies use different formats shared throug different channels, but the content is usually the same. It is important that investors get a clear picture of the situation of the company and its short term plans, financial situation, opportunities and threats.

• KPIs : investors want to know how the business is performing, so the first topic is to report the 3-5 most important business metrics. For example, for a SaaS it would be MRR and NRR, for marketplaces GMV and take rate, or for an e-commerce CAC and total revenue. Those metrics are usually quite standard, but sometimes investors may ask for some additional ones that can be shared in an attached dashboard or spreadsheet.
• Financials : depending on the stage of the company, investors may require a monthly P&L and some financial metrics to understand how the company is performing. If your startup is not profitable yet, it is important to share with your investors your monthly burn (how much money does the company lose, if any) and the runway (months left to run out of cash).
• Positives : relevant progress made in any front, like product features, key hires, commercial deals, etc.
• Negatives : bad things that occurred, what caused and how it is being fixed.
• Support requests : investors tend to have a good contact network, so investor updates are a great opportunity to ask for introductions, help with a deal, etc. Keeping investors engaged with the company is key for its success.

Investor Update Templates

Kima ventures investor update template.

Hey all - Hope all is well! Here is a quick recap of [month]. KPI MRR: $X (+Y%) ARR: $X Customers: X (+Y%) Net churn: Y% or -Y% (when upsell > churn) Visit to signup: X% (+Y%) Signup to paying: X% (+Y%) NPS: X (-Y%) Need You For Recruiting head of …: Click to share (FB/LK/TW). Click to refer someone (typeform link) Issue with … If you have a good “type of person” in your network, we need her/him for “tralala”. Please refer him/her to us: click to find out now on your Linkedin (link to linkedin advanced search result). Make a screenshot with the names or refer them to us :) Thanks… for… You rock! Bad & Ugly News Our fault: Someone’s fault: Market shitstorm Good & Great News Great new hire: Great new process: Great new win: Additional PR, Culture, Fun Facts

Y Combinator Investor Update Template

Hey all, It’s been an awesome, but intense, [summer/fall/winter/spring]. Many things are tracking well, but there are some challenges we could use your help with (more below). As always, I've included charts for our revenue growth, cash on hand, and burn rate. KPIs Revenue with Change %: X$, Y% MoM Cash on Hand: X$ Burn Rate: X$ How You Can Help We have some problems with  [Product Initiative] . We are lacking experience in  [X].  Can you recommend a  [Mentor/Partner/etc.]  to come in and help (this can be a paid coaching position)? I have been approached by a VC who wants to potentially pre-empt a  [Series X] . How do I best deal with this? We have lost 2 important  [customers/potential customers]  due to  [X] . Can any of you spare some time to talk through our positioning statements and sales process? I am worried that  [key competitor X]  has just closed a  [$X Round]  (see here for more info), how shall we best deal with this (if at all)? Quick Recap A quick qualitative recap of how your month went. Be as quick and to the point as possible here. The point is to have your investors read the entire update and offer help.

How to Send an Investor Update

Email was the main channel to share Investor Updates, but new tools like Capboard have emerged in the market to give more insights to founders while keeping investors engaged.

The main benefits of " Investor Relations " by Capboard are:

• Create and manage unlimited lists of investors : group investors by type (Business Angels,  VC...), by relationship (existing or potential investors), by the stage of the discussions (first contact, due diligence...). Send different updates by list and track their performance.
• Start with a template : use one of the many commonly use templates to follow the same structure as the best companies. Select your favourite template, edit and send!
• Engagement insights : learn what investors are the most engaged, who doesn't read your updates... and act on it. Ideal when fundraising and the CEO is planning the fundraising.
• Data room for attachments : documents attached and shared on Investor Updates are uploaded to the startup's virtual data room , tracking who opens it. The data room gives the company full control on privacy, security and makes sure only certain accounts can access the files.

Types of Investor Update Channels

There are different channels and formats an investor report can be shared through. Here is how Capboard outperforms DocSend when we are talking about investor updates. Below we also highlight the main pros and cons of different channels and formats, and beware the best solution is probably a combination of them.

The most commonly used channel. Some companies decide to share the investor update in the email body as text.

• Easy to read, especially if you use bold, emojis and bullet points.
• The content will be searchable on their email provider
• Track engagement, clicks, reading time
• Add several links to external supports, like spreadsheets or videos.
• Not the most visible format
• It can be forwarded to third parties

Presentation / deck

Some companies send an email with a ppt attached or linked.

• More visual and captivating
• If shared with a link, it allows to track engagement: % of slides seen, etc.
• If shared with a link, some tools let you restrict you can see the report.
• It takes more time than an email/Notion
• Not the best format for financial reporting
• If attached, it can be shared with third parties

With the growing popularity of Notion, some startups write their updates on a Notion page and share it by email with their investors.

• More visual than an email
• Track engagement and restrict who can see it
• Investors must have an account
• You still need to share it by email

Send your Digital Investor Update with Capboard

Here is where you can begin:  Your investor relations tool.

Effortless equity management. Try it now.

No credit card required.

Other free resources that are sure to help you.

We want to help you to have a healthy and responsible startup, we offer these tools totally free for you.

📈 Elevating Engagement: The Power of Investor and Board Reporting

The top 6 cap table management tools of 2024: a comprehensive guide, time to switch to capboard.

Templates for startups

Explore our collection of free presentation templates for startups and easily turn one of them into your own pitch deck, investor update, or status report.

👀 Turn any prompt into captivating visuals in seconds with our AI-powered design generator ✨ Try Piktochart AI!

Investor Update Widescreen

Presentations

You'll be asked to log in or sign up for a free Piktochart account first.

This multifunctional presentation template is ideal for creating an investor update widescreen design.Alternatively, repurpose the template for general business presentations, performance reports, or investor pitch decks.Bar charts, tables, donut charts are some of the data representations present for plug and play.

Available File Type

Customization.

100% customizable

Template Details

All elements are fully customizable, and you can download your presentation as a PowerPoint, PDF, or PNG file.

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15 Stunning Investor Pitch Deck Templates To Secure Funding

Written by: Raja Mandal

But, how do you create one? Creating an investor pitch deck can be difficult and time-consuming, especially for non-designers. To help you with this, we have put together 15 eye-catching investor pitch deck templates that will help you secure funding.

Here’s a short selection of 8 easy-to-edit investor pitch deck templates you can edit, share and download with Visme. View more templates below:

Before diving in, let's take a look at what an investor pitch deck is.

Table of Contents

What is an investor pitch deck, investor deck vs pitch deck — what's the difference.

• 3 Investor Pitch Deck Examples

15 Investor Pitch Deck Templates

What makes a good investor pitch deck, start customizing your investor pitch deck template.

• An investor pitch deck is a document that helps potential investors check out your product and business idea in the shortest time possible.
• The difference between an investor pitch deck and a regular pitch deck is that in the first you must focus the content to what particular investors need. A pitch deck is more generalized.
• For an investor pitch deck to be effective it needs a problem statement, a solution to the problem, identification of the target customer and their needs, a visualization of your product, financial data, and your competitive advantage.
• To pitch an investor you must; have clear knowledge about the investor, not pitch to your ideal investor first, prepare for your time slot and follow up.
• Choose an investor pitch template from the list to create your own.
• Use Visme's presentation software to create winning investor pitch decks to secure funding for your project or business idea.

An investor pitch deck is a document that allows potential investors or partners to check out your product and business idea in the shortest time possible. It contains information on your company and what you're trying to build.

The purpose of this funding pitch document is to display your product or service to your investors. It becomes easy for them to decide whether or not they should give you money. This is what an investor pitch deck template looks like.

The length of an average pitch deck is 19.2 slides, and the average time spent by investors on reading a pitch deck is 2 minutes and 47 seconds in 2021. Hence, it would be better to include not more than 20 slides in your pitch deck.

Embed this infographic on your site:

The two terms are often used interchangeably, depending on your situation. Unfortunately, this can lead to confusion and unnecessary stress for your team.

A pitch deck is a more formal presentation than an investor deck or business plan. It's a sales tool to sell your company to investors and gain funding for your startup idea or business venture.

In contrast, an investor deck focuses on research and data that supports why you're qualified to receive investment funding from potential investors.

6 Investor Pitch Deck Examples

We've tried to pick out the best pitch decks with a lot of information about them. This can help you tailor your pitch deck for the business you are pitching by providing good examples of how they pitched their idea.

1. Mixpanel Investor Pitch Deck

Industry: SaaS Amount Raised : $65M Year: 2014 Stage: Series-B

Mixpanel created this investor pitch deck to help founders pitch investors in a way that works for them. It's not just about the slides but also about quickly understanding what the investor needs to know and how you can answer that need in a compelling way.

Not only is this Mixpanel pitch deck great, the company has further raised $127M in funding from investors such as Benchmark Capital, Google Ventures and Goldman Sachs Investment Partners.

2. Mint Investor Pitch Deck

Industry: FinTech Amount Raised: $4.7M Year: 2007 Stage: Series - A

Mint is one of the most popular budgeting apps available in the market. Founded in 2006, Mint provides budget management capabilities, credit score checks, investment tracking and advice and financial security solutions.

This Mint pitch deck raised $4.7M in 2007; a great example of how important the pitch deck is when looking for funding from investors.

3. MapMe Investor Pitch Deck

Industry: SaaS Amount Raised: $1M Year: 2015 Stage: Seed

MapMe is a map builder that allows you to create interactive maps on any device without coding. The pitch deck has only 13 slides and provides the investors with the information they need to invest in this startup.

4. Lunchbox Investor Pitch Deck

Industry : SaaS Amount Raised : $71.1M Year : 2022 Stage : Series A

Lunchbox is a digital operating system for restaurants. They offer web, app and instore systems for clients to order in many different ways. Inside their pitch, they show in detail how they compare to other brands in their space and highlight what they do better.

5. Supernormal Pitch Deck

Image Source

Industry : AI Amount Raised : $12M Year : 2023 Stage : Seed

Supernormal is an AI-driven meeting note taker that not only makes meetings effective; it helps with organizing action items and decisions that need follow-ups. Some users of Supernormal include executives from Netflix, Salesforce and Wayfair.

6. Dandelion Energy Pitch Deck

Industry : HVAC Amount Raised : $70M Year : 2022 Stage : Series B

Dandelion Energy is a novel type of home heating and cooling that saves money and the environment. This investor pitch deck raised $70M thanks to real customer reviews and data to back it up.

Learn about the 35 best pitch decks from real-life startups to get inspired.

Now, let’s move on to the crucial part of this article. We handpicked 15 investor pitch deck templates from Visme’s library you can use. Also, we will share some design tips along the way to get you inspired.

1. HybCab Investor Pitch Deck Template

The HybCab investor pitch deck template is perfect for those looking to raise funds for their cab service. The template has a minimalistic design, beautiful color combinations, high-quality images, vector icons and interactive data visualization tools. Furthermore, you will get various slides and sections to customize according to your requirements.

Though the template is designed for car services, businesses can customize it to pitch to their investors regardless of industry and size.

2. Startup Index Investor Pitch Deck Template

Are you looking to raise capital for your startup? Then this startup index investor pitch deck is a goldmine for you. The template is filled with stats, charts, graphs, tables, data visualization widgets and dedicated slides for your team.

Customize this investor presentation template to attract and convince potential investors to invest in your business. Show them the growth of your business using beautiful visuals they can't ignore.

3. Work+Biz Investor Pitch Deck Template

Use this LinkedIn-inspired investor pitch deck template to secure funding for your business. The template is filled with straightforward facts and data that help you define the worth of your business. The best thing about the template is it can help you tailor your pitch deck content to your target audience.

Customize the slides for this template to highlight your products, services, growth potential, user base and much more.

4. BuffIT Investor Pitch Deck Template

Inspired by the Buffer pitch deck, this BuffIT pitch deck template helps you share your ideas, progress and future goals with your investors. The consistent use of different blue shades across the slides will help you immediately attract and impress your target audience.

Edit the data visualizations like pie charts and timelines in the slide to input your data and make the template look more professional.

5. IworkUwork Investor Pitch Deck Template

Do you have an amazing business idea with huge potential? Then show it as WeWork did. This template is inspired by the pitch deck of WeWork, one of the biggest coworking space providers in the world.

The combination of colors and unique slide layout with Visme's data visualization tools, icons, illustrations and other visuals helps you show off your creative side. Apply your brand colors , logo , brand fonts and other branding elements to the template for consistent branding.

Set up a branding kit in Visme to save and use your branding elements across various designs and projects. Watch the video below to learn how to create a branding kit in Visme.

6. MapYourDay Investor Pitch Deck Template

The SaaS product in this investor pitch deck template is an app for mobile devices that helps you connect with people that like the same things you do. Do you have an innovative product like this and looking to secure funds to grow your business? Customize this template and share it with your potential investors.

The best thing about this template is that it includes screenshots of the application to help the investor understand how the app works.

7. Lete Events Investor Pitch Deck Template

Use this Lete Events investor pitch deck template to create an eye-catching deck to pitch your event planning business.

Combining deep and light colors like deep saffron, light orange, dark electric blue and tan Crayola takes the pitch deck to the next level. Due to the color combination, your audience will be able to quickly read the text, see the cool images and interact with the business stats.

8. AirSnS Investor Pitch Deck Template

The ultimate goal of a successful investor pitch deck is to present information in a digestible way. The AirSnS investor deck, inspired by the famous Airbnb pitch deck, is a perfect example.

The breathtaking slide layout with geometric stylized content blocks will help you display your products and their features without boring your audience.

9. Agriculture Startup Investor Pitch Deck Template

With this template, you will be able to make an investor pitch deck for your agriculture startup in style. The template’s theme is similar to agriculture, with mud shades background and images of the subject. The startup in this deck provides a solution to the supply chain barriers in the industry.

If you are running a startup similar to this one, use this template to pitch your business idea to potential investors and secure funds to grow your business.

10. Cosmetics Company Investor Pitch Deck Template

Are you looking for a pitch deck template to help you explain your business idea in less than 15 slides? Then this investment pitch template is just what you need. The cosmetics company investor pitch deck template has a minimalistic design with plenty of whitespaces that makes the information easy to read.

Also, the color and font combination and using icons to display the products help you show creativity.

11. ToughSEO Investor Pitch Deck Template

Research showed that 79% of people agree that most pitch decks are boring. So, how do you make yours stand out? Do something different and entertaining while including the same information in your slides. This investor pitch deck template is a perfect example.

It includes lots of colorful data visualizations, icons , flowcharts , timelines and many more to keep your audience engaged.

12. UpFront Investor Pitch Deck Template

Do you want to use an attractive color scheme to your advantage while creating a pitch deck? This template can help you do that. The pitch deck template primarily used light shades of blue, green and pink across the slides to unify the deck and make it pop.

While using a specific color scheme can do wonders for your deck, be careful when choosing colors for your pitch deck. Learn more about color psychology in our comprehensive guide.

You can use your brand colors to customize this template for consistent branding and eye-catching design.

13. JournalVision Investor Pitch Deck Template

This template is slightly different from the other examples above due to its focus on creativity. Notice how stunning images and additional design elements have been used to explain the message. Moreover, every visual element supports the core message of the pitch deck.

It also showcases a beautiful comparison slide and several data visualizations like radials, pictograms and thermometers. Edit them in the Visme editor to replace the existing data with your own.

14. Digi-De Investor Pitch Deck Template

This customizable investment pitch deck template is inspired by Crew’s pitch deck. The exciting color scheme and modern layout will help you visualize your content effectively.

Replace the existing text and images with your own using Visme's drag and drop editor and you're ready to go.

15. NewBuzz Investor Pitch Deck Template

Are you a SaaS business owner looking to create a pitch deck to secure funds? Use this NewBuzz investor pitch deck template to show your investors how your idea works. It lets you visualize your idea by using actual screenshots of your application.

Furthermore, the super effective cover page with bright orange color, large content blocks and use of images in the background will have your audience hooked.

With so many startups presenting to venture capitalists and angel investors, it's essential to make your deck stand out.

Include these elements in your investor pitch deck to do that. Before  you fill in the slides, create an outline that capture each of these key sections.

Describe the Problem Statement

The problem statement answers the question, "Why is this a problem?" It should tell a story about how the target customer feels and how they have dealt with the issue. Also, it should explain why solving this issue is important to potential customers.

Explain why no one else has solved it yet—or at least why they haven't solved it well enough for your target audience. If there are already many products out there that address this issue somehow, what value does yours bring?

To make this slide more engaging, you can customize this animated problem-solution explainer video template and include it in your pitch deck.

Describe Your Solution to the Problem You’ve Identified

The key to this section is conveying why your solution is a game-changer. Investors want to see evidence that what you say will happen has actually happened—or at least has some basis in reality. This means providing data and case studies from earlier iterations of your product or service when possible, not just hoping that investors will take your word for it.

Researchers say that written information is 70% more effective when combined with visuals. Therefore, make your financial slide more effective using engaging visuals.

Use Visme's data visualization tools to translate your stats and figures into beautiful visuals. Visme comes with 20+ charts , graphs and even interactive maps to visualize more extensive data sets. Choose from 30+ widgets to design stunning visuals to complement your data visualization needs.

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Identify Your Most Important Customers and Their Needs

In the next section of your investor pitch deck, you'll want to talk about your target customer persona. This is who you're going after with your product, and getting this right is essential. It will help determine the tone and language of your copy.

Find answers to these questions and include the solutions in this slide.

• Who is the user?
• How many people are in that group?
• What are their demographics (age, gender, location)?
• Where can you reach them (social media platforms, blogs)?
• How will you convince them to use your product (emotional appeal or data points)?

Read this article to learn how to create a buyer persona . Use Visme's customer persona templates to create the ideal customer persona for your business.

Show Them Your Product

The product section of your pitch deck should be a short but informative breakdown of the most critical aspects of your business.

It should include:

• What is the product? What does it do? What makes it different from its competition ?
• What are its features? How does it work? What benefits does it provide users?
• How do you deliver it to customers? How much does it cost and how do you manage pricing so you can offer value to your customers without alienating them with a high price tag?
• What user experience does the product offer, and what benefits does that provide to users?

Revenue Model and Financials

According to DocSend, investors spend 23.2 seconds viewing the financial slide. That's more than double the time spent on problem and solution slides.

This is where you will show how your product or service will make money and how much it will cost. You'll want to focus on the following:

• What is your business model ?
• How are you going to generate revenue?
• What is your customer acquisition cost?
• How much profit margin do you expect to generate?
• What is your sales and distribution model?
• How many customers can you acquire each month?

Competition and Competitive Advantage

You should also list the competitors and describe the competitive advantage that your company has over them. You are probably well-positioned against the competition if you have a strong value proposition. However, if you have an unproven product or service, investors may find it difficult to believe there is no competition in your market.

To effectively convey this information, it is essential to describe how your company's competitive advantage helps customers and investors.

Introduce Your Team

It's essential to include a team section in your pitch deck. This is where you can talk about each member's background, experience, education and network. You should also include the team's motivation for joining the business and their vision for success.

Also, you can work with your team to make the ultimate investor pitch deck. Visme's collaboration features help multiple users work together on the same project.

Your team members can suggest, comment, reply to and resolve comments. Furthermore, anyone in your team can edit the template and the changes will appear live.

Take advantage of the integrated Workflow feature to collaborate with your team and assign projects or tasks inside your workspace.

Watch the video below to see this in action.

Read this comprehensive guide on creating a pitch deck for investors to learn more.

To successfully run your business, you must create many documents like presentations , infographics , reports , proposals , social media graphics and more. Visme can help you create these documents without any design experience.

And if you need a bit of help, you can use the Visme AI tools to accelerate the content writing or the design. Use the AI Writer to craft text for your presentation slides and finalize it according to your brand guidelines. Furthermore, try the AI Presentation Maker to build an investor pitch deck just the way you want it.

How to Pitch an Investor?

Pitching directly to investors is a bit different from pitching to groups of people or other business owners. Here are some actionable tips you can exercise when pitching to investors.

Know Your Investor

Knowing your investor is as important, if not more, as knowing your audience. You need to know what they’re looking for and how your pitch will offer them exactly that.

First of all, be clear on whether you’re pitching to venture capitalists or angel investors as their needs and interests are different.

Do your research and learn what other investments they’ve made and which they have passed on. What types of products and business ideas interest them? Does yours fit that bill?

Needless to say, know their names!

Don’t Pitch Your Ideal Investor First

Pitching to investors isn’t easy at first; you need to practice and receive feedback to improve. Don’t start pitching to your ideal investor because you won’t be seasoned yet. Start pitching to investors that are close to ideal but not “the one.”

Learn from every pitch meeting by paying attention to their comments and questions.

What slides are they asking the most about? What information do they want that you’re not offering straight up?

Make adjustments to your pitch every time and by the time you do pitch to your ideal investor, you’ll be ready to wow them and get that funding.

Prepare For Different Time Slots

Being prepared for the pitch meeting is a given, but being prepared for the specific amount of time you’re offered is critical. If you’ve been allotted a 15-minute window, your pitch can’t be 20 minutes. It should be 12 minutes to allow time for questions.

Find out beforehand how much time you have to pitch your deck to the investors who have agreed to see you. Practice with that time frame so that you don’t run out of time or waste their time.

Finally, follow up with the investors a few days after the pitch meeting. Doing so will show the potential investor that you’re serious about your product or business idea and it’ll refresh their memory of your meeting.

If they say that they’re not interested, ask for advice or feedback that they think would improve your pitch. Some might not take the time to answer you but if they do, take note and implement it at your next pitch meeting.

Hopefully, you now understand better what makes a compelling investor pitch deck. There are many different formats and styles out there. We have designed every pitch deck template following best practices to ensure you don't get overwhelmed.

You don't need to create it from scratch or worry about the formats and styles. Choose a pitch deck template that fits your industry and use case and customize it using Visme's free online presentation tool .

Sign up for a free account in Visme and create your investor pitch deck to secure funding.

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Top 25 Killer Investor Pitch Deck PowerPoint Templates To Succeed in your Venture!

Gunjan Gupta

Do you know what Uber, Airbnb, Buffer, and other big companies had in common? They had simple but powerful pitch decks that instantly won over the VCs.

You know that pitching is the cornerstone of building a business, especially a start-up. It is an art form: consolidating your organizational details and story into something that is easily comprehensible. 

It is a quintessential fundraising tool, whether you’re interested in raising $50,000, $500,000 or say $50 billion. 

Despite the fact that pitching is a common cultural phenomenon in the startup land, many fail to create a winning one for themselves. This is especially true when you are a first-time entrepreneur, who has never pitched before. 

To help you with this nerve-wracking, traumatic task, we’ve compiled 25 investor pitch deck PowerPoint template samples that every entrepreneur needs in his arsenal. 

Find the perfect formula for a compelling, enticing and ultimately easy to digest pitch deck with these samples. 

Let us dive in!

Investor Pitch Deck PowerPoint Templates To Download 

Investor Deck Outline Template 1)

Guide your investors into understanding what your business is all about with this Investor Pitch Deck Outline PowerPoint Template. Explain in detail the nitty-gritty of your product and share your business model with this resourceful PPT of ours. This template will serve as a useful tool to present your business information neatly and clearly. Backed by learning from the most successful pitches, this PPT includes all the essential slides laid out in a beautiful format so that you can put your best foot forward.  

Download Investor Deck Outline Pitch Deck Outline PowerPoint Presentation Slides

Investor Business Proposal Template 2)

Help your team determine and communicate every major facet of a successful pitch- from explaining your USP to conveying your market validation with this Investor Business Proposal PowerPoint Presentation. Make a first good impression on the investors by incorporating this slideshow into your business operations. This template can be used to present significant details of your business in front of your investors to get funded. Also, the frisky design and the right choice of colors, make the communication of the company’s purpose quite easy and convenient, thus making it a powerful tool. 

Download Investor Business Proposal Pitch PowerPoint Presentation With Slides

Investor Vc Pitch Template 3)

Raise venture capital by pitching your potential investors with this professionally designed template. Outline everything from the reason of your business existence, business model, milestones, progress, team as well as final conclusion to initiate an immediate call to action by utilizing this PPT. Give a ‘trip down your company lane’ to the investors by downloading this fully customizable Venture Capital Pitch PowerPoint Template. 

Download 0914 Investor Vc Pitch Venture Capital Pitching PowerPoint Presentation

Private Equity Investment Template 4)

If you are looking for ways to pitch impactfully, our Private Equity Investment Deck is an ideal set for you. Including all the major constituents to present your business like income statements, financial benefits, competitive landscape, organizational structure, etc. this template is useful for all entrepreneurs irrespective of their niche. Present any important data using this PPT to grab the immediate attention of your investors. 

Download Private Equity Investment Deck PowerPoint Presentation Slides

Investor Pitch Deck Template 5)

This is an ideal toolkit for every entrepreneur to pitch investors and present vital statistics. You can easily communicate your vital business metrics with this content-ready PPT of ours. Also, introduce the new opportunities and challenges using this Investor Pitch Deck PowerPoint Template comprising of a set of 80 fully customizable slides. This overall design of this template is quite engaging and enticing thus helping you convey your message efficiently. 

Download Investor Pitch Deck Pe PowerPoint Presentation Slides

Pitch Deck For Investors Template 6)

Investors are always looking for the value they can derive from a company so that they can invest in them. This template will prove as an ideal set for you to showcase your company’s worth. Let your investors focus on what benefits you can bring to them by showing your unique traits using this professionally designed PPT of ours. Stand out of the crowd by presenting your pitch such that it yields positive results by incorporating this full functional PowerPoint presentation into your business structure. 

Download Pitch Deck For Investors PowerPoint Presentation Slides

Venture Capital Financing Template 7)

Catch the investor’s immediate attention by providing a solution to their problems. Articulate the problem with this Venture Capital Financing PowerPoint Templates, designed keeping in mind the needs of the user. Present the pain points of your investors with a no-nonsense clarification by downloading this PPT. Not only this, the fully customizable layout of this template makes it apt for any industry. 

Download Venture Capital Financing PowerPoint Presentation Slides

Investor Pitch Deck For A Start Up Template 8)

Provide a brief overview of your business with this Investor Pitch Deck PowerPoint Template. Get your investors excited about your business idea, hopefully leading to an investment by using our fully editable PowerPoint presentation. Embodied with some of the major constituents of a winning pitch like revenue model, business model, growth strategy, SWOT analysis, exit strategy of the investors, etc, this template is sure to get you funded. So, download this template and start customizing the slides to tell your own unique story. 

Download Investor Pitch Deck For A Start Up PowerPoint Presentation Slides

Angel Investor Template 9)

Sell your vision and secure sufficient amount of angel investment using this customizable PPT of ours. Avoid the pitch pot-holes and give yourself a good start by incorporating this template into your business structure. The creative design elements of this template are apt for even a veteran entrepreneur to pitch with full confidence and agility. 

Download Angel Investor PowerPoint Presentation Slides

Startup Investor Presentation Template 10)

Pitch your ideas to the investors, partners, customers, etc, with this content ready Startup Investor Presentation PPT. Whether you are looking to raise your capital or expand your market, this PPT is an ideal set for you. Attract new investments and gain approval for your new business venture by incorporating this tailor-made PowerPoint template into your business structure. 

Download Startup Investor Presentation PPT PowerPoint Presentation Slides

Angel Investment Template 11)

This template is an ideal set to pitch yourself in front of executives, community leaders, entrepreneurs and others who wish to gain a return on their money. Gain momentum in your business growth and secure more funds from the investors by utilizing this fully functional PPT. Comprising of major facets of a successful pitch and interesting color scheme makes this template an apt choice to be included in your business upholdings. 

Download Angel Investment PowerPoint Presentation Slides

Elevator Pitch Template 12)

Close your deal and grab the immediate attention of your prospective investors by utilizing this Elevator Pitch Template. Deploy this PPT into your business structure to provide a quick introduction to your company, its working and how investing in it can bring greater returns to the investors. The professional layout of this template helps you in delivering a clear, concise to-the-point pitch which is sure to get funded. 

Download Elevator Pitch PowerPoint Presentation Slides

Seed Funding Template 13)

Get optimum support and funds for your business venture by employing this Seed Funding Powerpoint Presentation. Persuade the seed investors to put their money and get on board. Consisting of major constituents of a winning pitch such as elevator pitch, problem area, solution service, business model, revenue streams, revenue model, etc, this template is apt for every entrepreneur irrespective of his niche. 

Download Seed Funding PowerPoint Presentation Slides

Investor Profile Portfolio Template 14)

Use this template as a basic narrative of a pitch deck which is to present the existing problem, showcase how you can solve it, show why it is worth solving in the first place and how you can solve it competently that others out there. Since our PPT is designed keeping in mind, the needs of the user, it can be adapted to any format. 

Download Investor Profile Portfolio PowerPoint Presentation Slides

Investor Relations Profile 15)

This Investor Relations Profile Template is fit to serve every entrepreneur of a small or a large company. It is suitable to pitch your business in front of the investors as well as present vital statistics and information. Furthermore, you can communicate your company’s key metrics and other relevant data through this content-ready PPT. You can also propose new ideas and opportunities to your investors using this PowerPoint presentation, the design of which is enough to keep your audience engaged. 

Download Investor Relations Profile PowerPoint Presentation Slides

Startup Pitch Deck 16)

Capture the imagination of your investors and persuade them to invest in your early-stage business by incorporating this Startup Pitch Deck. Compel them to fund your new age venture by stating your vision, plans, investment history, solution to their problems and many more with this resourceful PPT of ours. Designed under, the supervision of expert researchers, this template will help you in explaining the unique traits of your business such that they secure investments. 

Download Startup Pitch Deck Raising Money From Investors PowerPoint Presentation Slides

Startup Funding Deck 17)

Raise money for your startup using this PowerPoint presentation curated after extensive research and analysis by our experts. Present a winning pitch that is sure to impress your investors with this fully editable layout. With numerous useful slides that can be customized, this template is enough to bring you positive results. There are also additional slides included in this template making it a complete package to pitch confidently in front of your seed investors, angel investors or any investor in general. 

Download Startup Funding Deck PowerPoint Presentation Slides

Investor Personality Profile Template 18)

Present a compelling narrative about your business plans, vision, highlight investment history, and explain the qualities of your business using this Investor Personality Profile Template. Engage your audience and get them excited about your pitch with this fully editable PPT.  The attractive colors used in this template helps you in persuading investors to put money in your venture, whether it is a start-up or full-blown business. 

Download Investor Personality Profile PowerPoint Presentation Slides

Business Proposal For Venture Capital Template 19)

Attract venture capitalists by pitching your business ideas, vision, plan and other aspects using this PowerPoint template. Comprising of slides like marketing gap opportunity, value proposition, product benefits, business model, go to market plan, channel strategy, scatter chart, etc, this template can be edited by anybody and used as per your needs and requirements. 

Download Business Proposal For Venture Capital PowerPoint Presentation Slides

Pitch Deck For Entrepreneurs 20)

Spark interest in your investors using this Pitch Deck For Entrepreneurs Powerpoint Presentation. Raise money for your business and take it to soaring heights by presenting a convincing pitch. Embodied with all the major slides of a winning pitch deck like the problem, solution, product demo, business model, competitive analysis matrix, etc. this template is fully responsive to all your needs and requirement. Furthermore, the versatility of this PPT makes it apt for any industry or organization no matter whether it is a start-up or a renowned business venture. 

Download Pitch Deck For Entrepreneurs Raising Money For A New Business PowerPoint Presentation Slides

Business Pitch 21)

Present a detailed overview of your business operations with this content-ready Business Pitch Powerpoint Presentation. Secure the funding and the resources required to move forward in your business venture by utilizing this fully editable PowerPoint presentation. The vivid design graphics and valuable content of this template keep the investors from losing interest, thereby helping you get funded. 

Download Business Pitch PowerPoint Presentation Slides

Investor Update Newsletter 22)

Leverage your investors into funding your business by providing them regular updates using this template. Keep them in loop always by incorporating these PowerPoint templates. Ensure regular updations of your business upholdings by downloading this fully customizable PPT. The vivid design elements used in this presentation can help you present in front of a large number of audience without any fear of pixelation. 

Download Investor Update Newsletter PowerPoint Presentation Slides

Investor Update Profile About Business 23)

A unique template with every capacity to pitch resourcefully- this Investor Update template can be used by any industry or organization. Gain the confidence of your prospects and get funded with our PPT. Created under the supervision of expert designers and researchers, this PowerPoint presentation can be customized any which way as per the need and requirement of the user. 

Download Investor Update Profile About Business PowerPoint Presentation With Slides

Pitch Deck Slide 24)

Portray your company’s achievements using this Pitch Deck Slide. Give a short brief about your operations, vision, and plan and help your investors focus on the major aspects of your business by deploying this fully editable slide into your business structure. The vivid colors used in this template makes it look exciting as well as professional, thus helping you get funded. 

Download Pitch Deck Slide Accomplishments To Date PowerPoint Images

Pitch A Potential Investor 25)

Give a brief overview of your company by utilizing this Pitch Deck slide. Deploy this slide to persuade your investors to make an investment in your business and earn greater profits. Owing to its fully customizable layout, this template can be used by any entrepreneur of any niche or industry. 

Download Pitch A Potential Investor Example PPT Background Images

These are the pitch decks that we absolutely love from our collection to help you get to the top. 

Hopefully, these 25 deck samples will help you concede what is persuasive enough to get into a VC’s head and compel them to invest!

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Ing capital markets day 2024.

17 June 2024

Press release - ING Capital Markets Day: 'Growing the difference'

Full webcast and full presentation deck

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Parts of the webcast and presentations

Part 1 | by steven van rijswijk, chief executive officer.

• Webcast | part 1
• Presentation part 1 | ING Capital Markets Day 2024 (PDF 1,8 MB)

Part 2 | By Pinar Abay, head of Retail, Market Leaders and Challengers & Growth Markets

• Webcast | part 2
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Part 3 | By Andrew Bester, head of Wholesale Banking

• Webcast | part 3
• Presentation part 3 | ING Capital Markets Day 2024 (PDF 2,1 MB)

Part 4 | By Ljiljana Čortan, chief risk officer

• Webcast | part 4
• Presentation part 4 | ING Capital Markets Day 2024 (PDF 1,3 MB)

Part 5 | By Marnix van Stiphout, chief operations officer, chief transformation officer and chief technology officer a.i.

• Webcast | part 5
• Presentation part 5 | ING Capital Markets Day 2024 (PDF 1,2 MB)

Part 6 | By Tanate Phutrakul, chief financial officer

• Webcast | part 6
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Part 7 | Q&A

• Webcast | part 7

Investor Update 2022

13 june 2022, webcast & presentation.

• View the whole on-demand webcast of the ING Investor Update 2022
• ING investor update 2022 (total deck) (PDF 6,9 MB)

Webcast & presentations by chapter

• Introduction on ING Investor Update 2022 by Mark Milders (head of Investor Relations)
• Presentation by Steven van Rijswijk (chief executive officer)
• ING Investor Update 2022: Chief Executive Officer (PDF 1,5 MB)
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• ING Investor Day 2019: KYC / AML Download PDF (PDF 0,2 MB)
• ING Investor Day 2019: Think Forward: staying a step ahead Download PDF (PDF 1,6 MB)
• ING Investor Day 2019: Progressing towards our financial ambitions Download PDF (PDF 0,7 MB)
• ING Investor Day 2019: Risk Management Download PDF (PDF 0,8 MB)
• ING Investor Day 2019: Building value in Wholesale Banking Download PDF (PDF 2,1 MB)
• ING Investor Day 2019: How our customer focus drives shareholder value in Retail Download PDF (PDF 0,5 MB)
• ING Investor Day 2019: Transformation update Download PDF (PDF 1 MB)
• ING Investor Day 2019: Uniting Belgium and the Netherlands Download PDF (PDF 0,7 MB)
• ING Investor Day 2019: Growth and cross-border scalability: the value in Challengers & Growth Markets Download PDF (PDF 0,9 MB)

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Email Alert Sign Up Confirmation Terms & Conditions Privacy Investor Relation Kit Investor contact. Rafael Tejada Vice President, Investor Relations Thermo Fisher Scientific 168 Third Avenue Waltham, MA USA 02451 781.622.1111 E-mail: [email protected] Quick Links 2023 Annual Report Investor Alerts To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. After submitting your request, you will receive an activation email to the requested email address. You must click the activation link in order to complete your subscription. You can sign up for additional alert options at any time. At Thermo Fisher Scientific Inc., we promise to treat your data with respect and will not share your information with any third party. You can unsubscribe to any of the investor alerts you are subscribed to by visiting the ‘unsubscribe’ section below. If you experience any issues with this process, please contact us for further assistance. By providing your email address below, you are providing consent to Thermo Fisher Scientific Inc. to send you the requested Investor Email Alert updates. * * Email Alert Sign Up Confirmation About thermo fisher scientific. Thermo Fisher Scientific Inc. (NYSE: TMO) is the world leader in serving science, with annual revenue exceeding $30 billion. Our Mission is to enable our customers to make the world healthier, cleaner and safer. Whether our customers are accelerating life sciences research, solving complex analytical challenges, improving patient diagnostics and therapies or increasing productivity in their laboratories, we are here to support them. Our global team of more than 80,000 colleagues delivers an unrivaled combination of innovative technologies, purchasing convenience and pharmaceutical services through our industry-leading brands, including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Unity Lab Services and Patheon. For more information, please visit www.thermofisher.com. Thermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue of more than $40 billion. Our Mission is to enable our customers to make the world healthier, cleaner and safer. Whether our customers are accelerating life sciences research, solving complex analytical challenges, increasing productivity in their laboratories, improving patient health through diagnostics or the development and manufacture of life-changing therapies, we are here to support them. Our global team delivers an unrivaled combination of innovative technologies, purchasing convenience and pharmaceutical services through our industry-leading brands, including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Unity Lab Services, Patheon and PPD. For more information, please visit www.thermofisher.com. Thermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue over $40 billion. Our Mission is to enable our customers to make the world healthier, cleaner and safer. Whether our customers are accelerating life sciences research, solving complex analytical challenges, increasing productivity in their laboratories, improving patient health through diagnostics or the development and manufacture of life-changing therapies, we are here to support them. Our global team delivers an unrivaled combination of innovative technologies, purchasing convenience and pharmaceutical services through our industry-leading brands, including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Unity Lab Services, Patheon and PPD. For more information, please visit  www.thermofisher.com . Corporate Social Responsibility Information Security Thermo Scientific Applied Biosystems Fisher Scientific Unity Lab Services follow us on facebook follow us on twitter follow us on linkedin follow us on youtube follow us on instagram © Copyright Thermo Fisher Scientific Inc. 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You can unsubscribe to any of the investor alerts you are subscribed to by visiting the 'unsubscribe' section below. If you experience any issues with this ... Citi Certain statements in this presentation are "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements may be identified by words such as believe, expect, anticipate, intend, estimate, may increase, may fluctuate, target, illustrative and similar expressions or future or ... C&P investor presentation C&P investor presentation 21 June 2024 Emma Delaney, EVP, customers & products, provided an update on bp's customers & products portfolio, including our recent announcement on biofuels, at an investor roundtable in June. Thermo Fisher Scientific Inc. Rafael Tejada. Vice President, Investor Relations. Thermo Fisher Scientific. 168 Third Avenue. Waltham, MA USA 02451. 781.622.1111 E-mail: [email protected] Corning Incorporated Archived Events & Presentations. Selecting a year value will change the event content. Select year: Investor Contacts. Ann H.S. Nicholson. Vice President ... To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. After submitting your request, you will receive an activation ... NVIDIA Corporation Presentation: Event: End of Day Stock Quote : Enter the code shown above. * Investor Contact. 2788 San Tomas Expressway ... investors should monitor these accounts and the blog, in addition to following our press releases, SEC filings and public conference calls and webcasts. This list may be updated from time to time. USA - United States. Life Science Virtual Investor Forum Presentations Now Available for The company presentations will be available 24/7 for 90 days. Investors, advisors, and analysts may download investor materials from the company's resource section. assignment essay homework paper phd report review speech thesis