Investor Update Template

Best for

• Best for

  Founders communicating with existing investors.

Prepare your own brief

Add your topic and source notes. After signing in, review the brief and slide count before confirming AI generation.

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• Turn source notes into a brief

  Use chat to organize your thinking, then carry your facts into a presentation brief and document drafts.

• Create, review and revise the deck

  Confirm your brief before generating slides. Check the content, sources and exported PowerPoint or PDF file.

• Allowances for the surrounding work

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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.