Monthly Investor Updates

Monthly investor updates report template

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The monthly investor updates report template makes it easy to maintain a healthy relationship with investors and important stakeholders by providing regular portfolio updates. 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.

  • 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.

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Used 373 times     Share  

Monthly Investor Updates

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

Join the 66,811 changemakers.

The monthly investor updates report template makes it easy to maintain a healthy relationship with investors and important stakeholders by providing regular portfolio updates. 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.

  • 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.

How to create an investor updates report with Xtensio

1

Click and start editing, no account or credit card required.

Follow along with the instructional report details. Add charts, graphs, images, and videos to customize the investors report template and make it your own. Drag & drop. Resize. It’s the easiest editor ever.

2

Customize everything in the investor updates template to match your brand.

Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your investor update report and more.

3

Work on your investor updates together on the cloud.

Add colleagues (or clients) to collaborate on the investor update template. Changes automatically save and sync across all devices, in real-time.

4

Share a link. Present a slideshow. Embed. Download a PDF/PNG.

The investor update seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.

5

Reuse and repurpose.

Save your own custom investor reports templates. Or copy and merge into other documents.

What is an investor report?

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.

How do I write an investor update report?

VC firms and investors keep tabs on a large portfolio of companies. Your investor update report should be brief and focused on key metrics.

Generally speaking, your investor updates report should outline a few basic categories:

  • Finances: Revenue growth, cash flow, expenses, burn rate, profit etc.
  • Product: New customer acquisition, LTV, churn rate, etc.
  • Business: Marketing initiatives, projects, new team hires, operations, etc.
  • Funding: New rounds, mergers, acquisitions, etc.
  • Noteworthy events: Anniversaries, awards, launches, etc.
  • The ask: What do you need from your investor to reach the next milestone? Introductions, new hires, funding, etc.

The monthly investor updates report is part of these toolboxes:

Check out related templates, examples and resources.

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Can I create a free investor report?

Yes. You can try out Xtensio’s simple editor and any template, including the monthly investor updates report template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

What would I use the investor report template for?

The investor update 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.

What should be included in an investor report?

You should include your portfolio company’s monthly highlights (any new marketing or sales initiatives, etc), key performance indicators, your current financials, new team hires and important projects you’re working on.

What is a living document?

The living 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 the investor report?

Yes! You can invite as many people as you’d like to collaborate on your investor updates. As a platform, Xtensio helps improve the way your team works.

How do I share my investor report?

Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF or PNG.

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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