Monthly Investor Updates Report Template
Used 93 times
The Monthly Investor Updates Report makes it easy to maintain a healthy relationship with investors and important stakeholders. Loop in your executive team and department managers to create an effective, ongoing investor reporting strategy. Use the live link to keep stakeholders instantly up-to-date.
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What would I use the investor update for?
The Monthly Investor Update Report makes it easy to maintain a healthy relationship with investors and important stakesholders. Loop in your executive team and department managers to create an effective, ongoing investor reporting strategy.
What info should I include in the report?
You should include your company’s monthly highlights (any new marketing or sales initiatives, etc), your current financials, new team hires and important projects you’re working on. Add and remove sections to make the template fit your team’s needs.
What is a living document?
The living Monthly Investor Updates Report template allows you to instantly sync with your team, different departments and management. You can add collaborators to work in real-time. And you can share the customizable link to keep colleagues up-to-date on your progress.
Can I add colleagues to edit my investor update?
Yes! On team plans, you can invite as many people as you’d like to collaborate on your report, ensuring your whole team is aligned. Here’s more on real-time collaboration.
How do I share my investor updates report?
When you’re ready to share your report with investors, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PNG or PDF (premium feature). All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.
Do you have other tools for Investor Relations?
We do! There are a number of different templates, examples and resources to guide you through defining and implementing your business. Check out our Investor Relations toolbox and our Strategy toolbox to find more tools and resources.
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