MONTHLY OR

QUARTERLY
INVESTOR UPDATE
Month / Quarter of the Year

YOUR COMPANY NAME

HIGHLIGHTS

Insert your company You may also use this

Introduce the general
logo to associate your space to provide a
updates you will be
brand with the brief summary of the
reporting on to your
updates you will be most recent period
investors, such as
reporting on. since your latest
KPIs, updates, and
update.
asks.
FINANCE
Report on four to six metrics your
company is tracking. These should be
based on the standards of your $80,000
company's industry. Report on the MONTHLY RUN RATE (MRR)
same metrics every month to show (+15% from last month)
your company's consistency and sharp
focus on measuring the same goals.

$110,000
ANNUAL RUN RATE (ARR)
+10% from last month
 ANNUAL RUN RATE (ARR)

80

60

40

20

0
Item 1 Item 2 Item 3 Item 4 Item 5 Item 6 Item 7 Item 8
FINANCE
50

$150,000 40

REVENUE
30
(+30% from last month)

20

$10,000 10

EXPENSES
0
Salaries, marketing, and office Item 1 Item 2 Item 3 Item 4 Item 5
FINANCE
You may add charts and
$5,000 monthly BURN RATE
20 months runway
graphs to establish trends
and to better illustrate the
figures you are reporting.

$110,000 EBITDA
vs. $95,000 last month
 TRACTION
3%
CHURN RATE
50
vs. 5% last month

40

30

$2.89 20
CUSTOMER ACQUISITION COST
vs. $4.99 last month 10

0
Item 1 Item 2 Item 3 Item 4 Item 5
TRACTION
150,000
ACTIVE USERS
40 (+15% from last month)

30

20
110,000
PAYING USERS
10
(+20% from last month)

0
Item 1 Item 2 Item 3 Item 4 Item 5
$30
TRACTION
Other metrics you can track are monthly recurring
LIFETIME VALUE revenue churn (for Sass companies), total user
vs. $11 last month accounts, visit to sign up, and signup to payment
depending on your company’s industry.

80%
CONVERSION RATES
vs. 72% last month
PRODUCT Product strategy improvements

UPDATES
Update your investors with recent
innovations in your product.

New version and latest features

Better user experience anduser

interface
5 new hirethis month

Moved to a new office

COMPANY
UPDATES
Keep your investors in the loop of
recent changes in your company. Big
1 signed partnership
and small company progress are
worth sharing with your investors.
ADDITIONAL 01 Press release
UPDATES
Use this space for anything you like to
share with your investors. Put these extra
updates after the critical ones on your 02 Company Culture
product and company. Add direct links if
possible.

03 Fun Facts
ASKS
Write the areas of your company you need help with from your
investors. Be specific with your needs.

RECRUITMENT REFERRALS

INTROS FEEDBACK
 Wrap up your investor updatein two to three bullet
points.

Visualize the people who willturn to you for solutions.

If there are other things you need help with or if you

want them to know how many more months are left
before you need to raise money or start making a

SUMMARY serious profit, you can put them here.

CONTACT US
123-456-7890

hello@reallygreatsite.com

www.reallygreatsite.com
Free
Resources
Use these free and recolourable
icons and illustrations in your
Canva design.