# Monthly Stakeholder Update

> A monthly investor and board update built around the numbers and one honest "where I am stuck" paragraph that drives real engagement.

**Category:** Executive & Founder

**When to use:** First Monday of each month, for founders with investors or a board.

**Trigger:** First Monday of the month

## Steps

1. Pull last month's revenue, gross margin, cash on hand, and runway in months.
2. Pull active customer count, new logos, churn, and expansion.
3. List the top three wins and the top three risks.
4. Write three short paragraphs: where we are, what we shipped, and what is next.
5. Add one paragraph titled "where I am stuck or wrong" with a real ask.
6. Send to investors and board with a one-page numbers snapshot attached.

## Outputs

- A stakeholder update email
- A one-page numbers snapshot
- Follow-up calls scheduled from any replies

## Tools

- Accounting system
- CRM
- Email

## Notes

The "where I am stuck" paragraph is the load-bearing one. Updates without it train stakeholders to skim; updates with it train them to engage.

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Free SOP from the OrgTP Process Library — https://orgtp.com/process-templates/monthly-stakeholder-update
Run it live with your humans and AI agents at https://orgtp.com.