Investor update template (From founder to board)

Hey all,

<<Greetings>>  With our board meeting coming up I wanted to send out an overview of the quarter and any necessary data, documents, financials, etc. to review before the meeting.

I ask everyone to prepare for the meeting by reviewing the "Key Metrics", "Topics of Discussion" and any "Documents" shared below. As always feel free to send me an email or give me a call if you have any questions. Thanks!

Overview of Last Quarter

<<Brief overview/ summary>>

Highlights

• <<Insert highlights of the quarter/ year - whichever preferred. This should be limited to 5 points max.>> 

Concerns

• <<Insert concerns phrased concisely>>, <<opinions if any>>

Key Metrics

<<Label of Graph/ Metrics>>

<<Insert relevant graphs / metrics here>> 

Product KPI 

Agenda

Introduction 

• Time: xx minutes
• Discussion: <<Brief description of what is to be discussed>>

<<Title of what is to be discussed>>

• Time: xx minutes
• Discussion: <<Brief description of what is to be discussed>>

Key Topic 1

• Time: xx minutes
• Discussion: Look into specific topic 1 - roadmap, asks, etc.

Key Topic 2

• Time: xx minutes
• Discussion: Look into specific topic 2 - roadmap, asks, etc.

Closing

• Time: xx minutes
• Discussion: Formalities, cap table, etc.

*You can find a breakdown of the specific topics of discussion below

Topics of Discussion

• Topic 1
• Topic 2

Documents

<<Attach Docs here>>

As always, let me know if you have any questions or would like to discuss anything prior to our meeting.

See you soon!

Thanks.