Structure a recurring monthly investor update
A good investor update is short, honest and consistent. This page gives a repeatable structure and helps you estimate the recurring time it takes to write one.
Consistency beats production
Investor updates work because they are regular and candid, not because they are designed. A simple, repeatable structure you send on time is worth more than an occasional polished one.
The cost is the recurring writing time, so the goal is a workflow that makes each update fast to produce.
A repeatable update structure
- TLDR and the ask up top
- Key metrics versus last period
- Wins and lowlights, stated plainly
- What you need help with
- Runway and any heads-up
Estimate the recurring time
Set design low and enter your writing time as internal hours; the calculator estimates the recurring cost of producing updates, so you can see the value of a faster workflow.
Common questions
How often should I send investor updates?
Should an investor update be a deck or an email?
Keep estimating
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