Post-Investment Investor Update Template

Custom-Made Post-Investment Investor Update Template

Fundraising is often a long and stressful endeavor for founders, and it is easy to want to relax once you have the money in the bank. However, the work does not end once you cash the checks. This step is absolutely vital and is one people sometimes forget to do. That step is sharing regular updates on the state of your business with the investor.

These updates are important for investors to fully understand the health and growth of your company, and easily identify how they can help. Apart from just helping you, the success of an investor is dependent on the success of the portfolio company, so it is also in your investor’s best interests to see you succeed.

This post-investment investor update template makes it easy for you to share the pertinent information your investor needs periodically to properly assess the value of their investment. It will help you build a healthy relationship with your investor, improving trust and transparency between both parties.

By sending regular investor updates, you can stay top of mind for your investors, and fully harness their resources, network, and knowledge to continue to build your business. It is a win-win for both parties.

Preview Post-Investment Investor Update Template

About The Post-Investment Investor Update Template

This post-investment update template contains all the necessary key metrics you should share with investors, leaves room to share your successes and struggles, and clearly outlines the ways you would like to receive help from your investors.

This template has been carefully pruned of all fluff and unnecessary bits while highlighting the items necessary for you to send the perfect investor update. It has been created by lawyers with extensive experience working with startups and investors in multiple jurisdictions and providing advisory services to some of the fastest-growing startups on the African continent.

It is written in simple, comprehensive grammar that is easy to understand by founders and entrepreneurs.

This Post-Investment Investor Update Template contains:

Investment Information:

The name of the investor to whom the report is addressed and the reporting period; this could be monthly, quarterly, or by season.

Overview/Highlights:

This is the section for you to “brag” about the things that went well for you in the reporting period and give a brief summary of the report.

Key Performance Metrics:

You should clearly state the metrics which you have used for measuring your company’s growth and health.

Specific Updates:

Clearly provide updates on the different areas of your company in individual sections. e.g., sales, operations, marketing, strategy, etc. Feel free to include graphs or charts to make your points clearer.

News/Information:

Let your investors know what is happening with your startup. This can include revenue numbers, partnerships secured, impressive hires, and team updates. If you are fundraising, you should also give a report on progress made, challenges experienced, and how the investor can help you.