Monthly or Quarterly Investor Update
Your Company Name
Month / Quarter of the Year
01
Introduce the general updates you will be reporting on to your investors, such as KPIs, updates, and
asks.
02
Insert your company logo to associate your brand with the updates you will be reporting on.
03
You may also use this space to provide a brief summary of the most recent period since your latest update.
Highlights
$80,000
Finance
Monthly Run Rate (MRR)
(+15% from last month)
Report on four to six metrics your company is tracking. These
should be based on the standards of your company's
industry. Report on the same metrics every month to show
your company's consistency and sharp focus on measuring
the same goals.
$110,000
Annual Run Rate (ARR)
+10% from last month
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Annual Run Rate (ARR)
40%
30%
20%
10%
0%
$80,000
$110,000
Monthly Run Rate (MRR)
Annual Run Rate (ARR)
(+15% from last month)
+10% from last month
40
40
30
30
20
20
10
10
0
0
Item 1
Item 2
Item 3
Item 4
Item 1
Item 2
Item 3
Item 4
$5,000 MONTHLY
$110,000
Burn Rate
EBITDA
20 months runway
vs. $95,000 last month
40
40
30
30
20
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0
0
Item 1
Item 2
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Item 4
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Item 4
3%
Churn Rate
vs. 5% last month
Traction
You may add charts and graphs to establish trends
$2.89
and to better illustrate the figures you are
reporting.
Customer Acquisition Cost
vs. $4.99 last month
150,000
Active users
(+15% from last month)
110,000
Paying users
(+20% from last month)
$30
Item 5
Item 1
20%
20%
Lifetime Value
Conversion Rates
80%
Item 4
Item 2
20%
20%
Conversion Rates
vs. 72% last month
Item 3
20%
Product Updates
Update your investors with recent innovations in your product. Add another slide if you need to give
your investors more context about your recent product enhancements.
Product strategy improvements
New version and latest features
Better user experience and user
interface
Company Updates
Keep your investors in the loop of recent changes in your company. Big and small company progress are worth
sharing with your investors.
5 new hires this month
Moved to a new offi ce
1 signed partnership
Additional Updates
Use this space for anything you like to share with your investors. Put these extra updates after the critical
ones on your product and company. Add direct links if possible.
Press release
Company Culture
Fun Facts
Recruitment
Asks
Referrals and Intros
Write the areas of your company you need
help with from your investors. Be specific
with your needs.
Feedback
Summary
Wrap up your investor updatein two to three bullet points.
01
Visualize the people who willturn to you for solutions.
02
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 serious profit, you can put them here.
03
Contact Us
### - ### - ####
www.sliesgo.net
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