Investor update template: the monthly email investors read
Founders who update regularly are 3x more likely to raise follow-on funding. Copy this template into an email, or get it as a Word file by email. A filled-in example follows below.
The template
Subject: [Company] investor update, [Month Year]
Hi all,
In one line
- [The one thing you want every investor to remember from this month.]
Key numbers
- Revenue: [amount] ([+/-]% vs last month)
- Monthly burn: [amount]
- Cash in bank: [amount]
- Runway: [x] months
- [The one metric that matters most for your business]: [value]
Highlights
- [Win 1, with a number if you have one]
- [Win 2]
Lowlights
- [What went wrong or slower than planned, and what you are doing about it]
Asks
- [A specific intro, hire, or piece of advice. Name the person or the type of company.]
Team
- [Hires, departures, open roles]
Thanks
- [Anyone who helped since the last update]
[Your name]
[Title], [Company]
Get the Word file by email
One email with the template as a Word file, which also opens in Google Docs. Nothing else.
How to fill in each part
In one line
Write this last. If an investor reads nothing else, this line should still tell them how the month went.
Key numbers
Same metrics, same order, every month. Investors compare month to month, so a metric that disappears gets noticed.
Highlights
Two or three wins. A signed customer with a contract value beats "great momentum".
Lowlights
Investors trust the update that names a problem early. Say what happened and what you changed.
Asks
The part investors can act on. "Intros to heads of operations at retail chains with 20+ outlets" gets replies. "Any help welcome" does not.
Team
One line each. Include departures: investors hear about them anyway.
Thanks
Name the investor who made the intro. It is the cheapest way to get the next one.
A filled-in example
A made-up company with made-up figures.
Subject: Acme Retail investor update, September 2026
Hi all,
In one line
- Best revenue month so far, but hiring is behind plan.
Key numbers
- Revenue: ₹18.4 L (+12% vs August)
- Monthly burn: ₹22 L
- Cash in bank: ₹2.6 Cr
- Runway: 12 months
- Paying outlets: 146 (+15)
Highlights
- Signed our largest annual contract so far, ₹9 L with a 40-outlet retail chain.
- Churn fell to 1.8% from 2.6%, after we added onboarding calls for new outlets.
Lowlights
- Two senior engineering offers were declined on salary. We raised the band and reopened both roles.
Asks
- Intros to heads of operations at retail chains with 20+ outlets in Pune or Hyderabad.
Team
- Our first sales hire starts on November 3.
Thanks
- To the investor who introduced us to the retail chain above.
Asha, CEO, Acme Retail
Send it from Quantro instead
Quantro keeps this structure for you. Your numbers carry over each month, the update goes to all your investors at once, and you see who read it.
Send your first update