Startup · Free tool
Monthly Investor Update Template
Regular investor updates build trust, but most founders skip them because a blank page takes too long. This template asks for the five things investors read first: the month, what happened, cash, revenue, and the ask. It is built for founders who report to angels, a seed fund, or a small board.
- OutputA monthly update
- No sign-up
- Copy or print the result
- How it works ↓
Your entries stay in this browser. Use Fill example to see a finished page first.
What this startup tool gives you
The result is a one-page update headed with the month, a paragraph on what happened, cash and revenue as two figures, and your ask. Paste it into an email or print it for a board pack; a closing note lists anything you left blank.
What you enter
- Currency: USD, EUR, or GBP
- Month, for example "March 2026" (required)
- What happened this month (required)
- Cash on hand at month end, as a number (optional)
- Revenue for the month, as a number (optional)
- Ask: the specific help you want from investors (optional)
Worked example
The example update is for March 2026. What happened: three new shops paid, and one shop left after the owner sold the lease. Cash is 42000 and revenue 1800, shown as $42,000 and $1,800 in USD. The ask is introductions to two bookkeepers who serve more than one neighborhood. With every field filled, the note has no blank items and only the standard securities-filing line.
What goes into a monthly investor update?
The update appears once the month and what happened are written. Cash and revenue are optional, but if you enter them they must be numbers of zero or more; they are shown side by side as figures in your chosen currency, and a missing one reads "Not entered". If you leave the ask blank, it reads "Still blank".
No ratios or runway are calculated. The note repeats what you typed and ends by listing any blank items (cash, revenue, or the ask). It also states that it is not a securities filing, which matters if you forward it widely.
Tips before you use the result
- Put bad news in What happened, next to the good news. Investors notice when a churned customer is missing.
- Report cash at the same point each month, such as month end, so the figures can be compared over time.
- Make the ask specific enough that one reader can act on it, like named introductions, not "any help".
- Send it on the same day each month; a consistent rhythm matters more than length.
Frequently asked questions
What should be in a startup investor update?
This template covers the essentials: the month, what happened, cash, revenue, and a concrete ask. Many founders use the What happened field for wins, losses, hiring, and product news in a few sentences. Keep the whole update short enough to read in two minutes, and put the ask where investors will see it.
How often should founders send investor updates?
The template is built around a monthly rhythm, with the month as the heading of each update. Some companies move to quarterly updates as they grow and the board meets on its own schedule. Whatever you choose, send on a predictable date so investors know when to expect the numbers and notice if one is missing.
Does the template calculate runway or burn?
No. It shows the cash and revenue figures you enter and does not derive anything from them, such as runway, growth rates, or margins. For burn efficiency, use the burn multiple calculator on this site. For how many months your cash lasts, use a runway tool, then quote the result in What happened.
Where is my draft update kept?
Only in your browser, on the device you are using, and without a login. Cash and revenue figures you type stay private until you copy the update into your email or print it. If you switch computers, the draft will not follow you, so copy the text out before you move.
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Results depend on the figures you enter; check them against your own records before you rely on them. Last updated: October 2026 · Kurums editorial team.