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Sarah (you)3d ago
Re: Re: Re: Q4 Update 📊
Updated numbers attached. Please ignore the previous file — I sent the wrong version.
Q4_update_FINAL_v3.xlsx
Investor A2d ago
Can you share the updated cap table? And what was ARR specifically in October?
Investor B2d ago
+1 on the cap table. Also, what were the key product milestones this quarter?
6 more replies in this thread…
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AC
Acme Corp · Q4 2024
Sent to 12 investors · 2h ago
Revenue
$45K
↑ 18%
ARR
$540K
↑ 12%
Team
8
+2

"Q4 was our best quarter yet. We closed 3 enterprise deals, launched the API, and expanded the team with two senior engineers…"

01

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Stop writing the same email four different ways. Build a structured update — KPIs, a note, key milestones — and send it to all your investors at once. Consistent, professional, done.

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New Investor Update
To
All investors (12)Board (3)
SubjectAcme Corp — Q4 2024 Update
Revenue
$45K
↑ 18%
ARR
$540K
↑ 12%
Burn
$28K
↓ 5%
Q4 was our best quarter. We closed 3 enterprise deals and launched…
Send to all investors
02

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Data Room — Acme Corp
Fundraising2 files
Pitch Deck v4.pdf
Financial Model.xlsx
Legal2 files
SHA 2024.pdf
Cap Table.xlsx
Reports1 files
Q4 2024 Update.pdf
Shared with 12 investorsManage access →
03

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Investors — Acme Corp
RK
Rahul Kumar
Seed · ₹25L
2d
PS
Priya Singh
Seed · ₹10L
1w
AM
Arjun Mehta
Pre-seed · ₹15L
3w
12 investors · Last updated today
04

Portfolio intelligence built for angels.

Track TVPI, DPI, and RVPI across your entire portfolio — the same institutional metrics used by professional funds. Risk Signals surface accrual-ratio warnings on companies whose reported earnings don't match cash reality.

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  • HHI concentration risk score with diversification grade
Portfolio — Q4 2024
TVPI
1.4×
Total value
DPI
0.3×
Realised
RVPI
1.1×
Unrealised
1 alert
Acme Corp⚠ Accrual ratio +28% · warning
Meridian AI✓ Accrual ratio +4% · clean
Vanta Health✓ Accrual ratio +6% · clean
Concentration risk (HHI)1,240 · Grade B+
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