# Monthly investor update template

Use this copy-paste investor update template each month. Replace bracketed prompts, verify every figure and date, and send only to the intended audience. Keep actual results separate from estimates.

**Subject:** [Company] investor update — [Month Year]

Hi [Names or group],

[One-sentence summary of the period: what changed and why it matters.]

## Highlights

- [Concrete win, milestone, or learning]
- [Concrete win, milestone, or learning]
- [Optional third item]

## Metrics

Reporting period: [Start date–end date]

- [Metric]: [Current result], compared with [prior period result]. [Definition or context if needed.]
- [Metric]: [Current result], compared with [prior period result]. [Definition or context if needed.]
- [Cash balance or runway, if appropriate]: [Amount and as-of date]. [Forecast assumptions or source.]

## Challenge

[Name a real obstacle or uncertainty. Explain what you are doing about it and what would change your approach.]

## Priorities for [next month or quarter]

- [Priority and owner]
- [Priority and owner]
- [Priority and owner]

## Ask

[Specific introduction, advice, or decision that would help, plus the easiest way to respond. If there is no ask, write: “No specific ask this month.”]

Thanks for your support. [Invite questions or name a useful discussion.] I plan to send the next update in [month/date].

Best,
[Name]
[Role and company]

## Sending checklist

- Confirm each metric, definition, reporting period, and as-of date.
- Mark forecasts and estimates clearly; do not present them as actual results.
- Check recipient list, confidential details, names, and links.
- Keep the next priorities and asks specific enough to act on.
- Track replies and promised follow-through for the next update.

## Audience adaptation

For a broader stakeholder update, keep the summary and priorities but replace investor-specific metrics and asks with information that audience needs. Send a separate version if investor-only financial, fundraising, or operating details should stay restricted.