Investor Update Template
Fundraising
All
KEY OUTCOMES
A structured, repeatable investor update system that strengthens investor relationships, keeps stakeholders engaged, and increases the likelihood of follow-on funding and strategic support.
CREATED BY
Kendra Garagan
Founder
@
Kenergy
ONGOING
TO COMPLETE
THE OVERVIEW
This template helps founders craft concise yet impactful investor updates, ensuring investors are always aware of key wins, challenges, and areas where they can add value. It provides a structured, easy-to-follow framework that makes updates quick to write and easy to digest.
WHAT PROBLEM IT SOLVES
Many founders struggle with keeping investors informed, engaged, and aligned with their startup’s progress. Without structured investor updates, startups risk losing investor confidence, missing follow-on funding opportunities, or failing to leverage investor networks for support. This template provides a clear, repeatable format for founders to send professional and data-driven investor updates that maintain momentum and transparency.
WHAT'S INSIDE
Key Wins & Highlights: A structured way to showcase traction and positive momentum Growth & Metrics Overview: A snapshot of key KPIs that matter to investors Challenges & Risks: A transparent section for discussing obstacles and how they are being addressed Asks & Support Needed: A framework for requesting introductions, partnerships, or other investor help Next Steps & Roadmap: A preview of what is coming next for the startup
BEFORE YOU BEGIN
Ensure you have accurate growth metrics and clear traction points—investors value data-driven insights over vague updates.
IDEAL FOR
Founders actively managing investor relationships and fundraising pipelines Startups preparing for future rounds and need to maintain investor engagement Entrepreneurs looking to leverage investors beyond just capital
THE BENEFITS
Ensures consistent and professional investor communication Helps founders build trust and transparency with investors Provides a structured way to report traction, challenges, and upcoming goals Increases the likelihood of investors providing strategic help, introductions, and follow-on capital
CREATOR TIP
Keep updates concise and structured—investors are busy and need digestible insights.
OTHER TEMPLATES YOU MAY LIKE
Fundraising HQ
Creator Name
LESS THAN 1 HOUR
Use In
Product Market Fit Template
Creator Name
ONGOING
Use In
Founder Journey Reflection Template
Creator Name
ONGOING
Use In
Investor Update Template
Creator Name
ONGOING
Use In