Investor Update Template

Keep investors informed with consistent metrics, candid progress and concrete requests. Use this eight-slide outline for a monthly or quarterly update.

Best for

  • Best for

    Founders communicating with existing investors.

Slide-by-slide outline

  1. Period summary

    State the reporting dates and the most important change since the last update.

  2. Key metrics

    Use consistent definitions for revenue, retention and growth. Include previous-period comparisons.

  3. Product progress

    Separate shipped work from experiments and planned releases.

  4. Customer learning

    Summarize feedback and what changed because of it.

  5. Financial position

    Report cash, burn and runway with the assumptions behind the calculation.

  6. Challenges

    Explain material risks and what you are doing about them.

  7. Next milestones

    Name the next measurable outcomes and expected dates.

  8. Investor asks

    Request specific introductions, hiring help or advice with enough context to act.

Copy the AI brief

  • Replace the bracketed fields and supply your facts. Review every generated claim before sharing your slides.

    Create a investor update for [company or topic]. Audience: [audience]. Goal: [decision or learning outcome]. Use these slides: 1. Period summary: State the reporting dates and the most important change since the last update. 2. Key metrics: Use consistent definitions for revenue, retention and growth. Include previous-period comparisons. 3. Product progress: Separate shipped work from experiments and planned releases. 4. Customer learning: Summarize feedback and what changed because of it. 5. Financial position: Report cash, burn and runway with the assumptions behind the calculation. 6. Challenges: Explain material risks and what you are doing about them. 7. Next milestones: Name the next measurable outcomes and expected dates. 8. Investor asks: Request specific introductions, hiring help or advice with enough context to act. Source material: [paste facts and notes]. Keep placeholders where information is missing. Do not invent metrics, customer quotes or sources.

Before you present

  • Before you present

    Check dates, units and sources. Keep one main idea per slide, use readable text, and remove anything that does not help the audience make the intended decision. The outline is free to copy without an account; generating and editing in Brainbaby uses your available allowance.