An investor update is a key part of keeping investors, as well as other stakeholders, informed on the status of a company. These updates often include a recap of recent wins and losses, financial metrics, team updates, core metrics, and more. Investor updates are commonly sent via email but can also be delivered as a PDF, slide deck or link.
The structure of an investor update will vary from business to business. However, most include the following sections:
Highlights: This is the section where you share your accomplishments for the month (or quarter). This can be anything from record growth to a new hire to an impressive customer win to a product shipment you delivered. This section should be relatively short and easy to digest.
Lowlights: This is where you share any challenges you’ve faced. While these don’t necessarily have to be major, they do give investors a sense of your overall health and can help them prepare for future potential problems.
Needs: Lastly, this is the area where you ask for support from investors. It’s important to be direct here, as it will make it more likely that your investors will provide you with the guidance and connections you need.
Whether you’re a first-time founder or have raised venture capital, investor updates are critical to maintaining transparency and building trust with your investors. Visible makes it simple to create, schedule and send investor updates, making it easier than ever to build a strong relationship with your investors.