# Investor Update Template

Keep investors and the board informed with metrics, wins, lowlights, and clear asks. Honest, numbers-first, and ending with specific requests turns investors into useful allies.

**Duration:** 45 minutes
**Cadence:** Monthly
**Participants:** Founder or CEO, leadership, and investors or board members (3-8 people)

## Agenda

- [ ] Headline and TLDR (5 min) - the single most important thing, plus top metric vs plan
- [ ] Key metrics (10 min) - revenue, growth, burn, runway vs plan and prior period
- [ ] Wins and progress (8 min) - product, customers, hiring, pipeline; be specific
- [ ] Lowlights and risks (10 min) - what went wrong and what worries you
- [ ] Asks and help needed (8 min) - intros, hires, advice; make them specific
- [ ] Discussion and next steps (4 min) - capture commitments, confirm next report

## Tips

- Send the written update before any live meeting
- Lead with the number that matters most at your stage
- Be candid about lowlights; trust compounds, spin destroys it
- Make asks specific: name the person, role, or decision

## Notes / Next steps

- Headline: _____________________________________
- Metrics vs plan: ______________________________
- Top risks: ____________________________________
- Asks / owners: ________________________________

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/investor-update-meeting