Investor update template (Concise)
Hi <<Investor First Name>>,
<<Give a brief update on finances and what you plan to do>>
<<You can include; Gross Profit, Net Income, Total expenses. Best to add as a visual>>
There were no key changes last month. We are interviewing for <<Position(s)>> and should have offer(s) out by <<Date>>.
<<Highlight hurdles met. Describe and be concise, you may also choose to highlight some points where you need help/ advice from>>
- We have some problems with <<Product Initiative>>. We are lacking experience in [X]. Can you recommend a [Mentor/Partner/etc.] to come in and help (this can be a paid coaching position)?
- I have been approached by a VC who wants to potentially pre-empt a [Series X]. How do I best deal with this?
- We have lost 2 important [customers/potential customers] due to [X]. Can any of you spare some time to talk through our positioning statements and sales process?
- I am worried that [key competitor X] has just closed a [$X Round] (see here for more info), how shall we best deal with this (if at all)?