Investor Update emails – How to write them efficiently and effectively


Investor reading an Investor Update
Investor reading an Investor Update

Investor updates: Angel Investors’ most expensive substack subscriptions!

An Investor update email is an essential part of keeping your stakeholders informed about the progress of your company. However, the process of crafting these updates can often be time-consuming and stressful, especially if you’re trying to keep up with a demanding schedule. The good news is that it doesn’t have to be that way. With a little planning and the right tools, you can make the process of writing an investor update quick and painless. The steps you need to create investor updates that will keep your investors engaged, informed, and excited to invest in your company’s future. From streamlining your information gathering process to using the right software, we’ve got you covered. So sit back, relax, and get ready to learn how to easily write investor updates that will keep your investors in the loop.

Start with your Asks!

Make sure to start with your Asks, so even if they don’t have time to read the whole update, they can help with what you need.

What content to include in your email?

A good investor update should provide an overview of the startup’s progress, achievements, and plans for the future. The Investor Update should highlight key metrics, such as revenue growth and customer acquisition to demonstrate the company’s traction and progress. The update should also address any challenges and obstacles the company has faced and how you’re solving them. It should showcase the team’s focus, drive, and determination to succeed. Lastly, the update should give a clear and concise overview of the company’s plans for the near future and your remaining runway/burn-rate.

The goal of the investor update is to keep investors informed and to maintain their confidence in the company’s vision and ability to execute. By sending consistent updates, your startup will benefit from better introductions and access to the investors network and experience.

How to quickly write great investor updates.

You don’t have to write these updates forensically at the end of each month. Instead, simply create a notes document that you drop the highlights from weekly team meetings in. Organize that notes document by the same headers you use to write the update. Then all your have to do is curate and edit down to what’s important.

How do you manage investor update distribution to different audiences?

Another pro-tip: Use (Matt deCourcelle) to manage your investor list, your investor lead list, and your customer lists. You can write a detailed version for your investors and then redact information that’s inappropriate for the other audiences.

The Investor Update Process – putting it all together:

Writing an effective investor update is crucial for maintaining investor engagement and confidence in your company. By focusing on key metrics and KPIs, highlighting your accomplishments and challenges, and leading with your asks, you can ensure that your investors are informed and kept in the loop. And with the help of a template document or software like, the process of creating, editing, and sending your investor update can be made much easier and more manageable. So, take the time to schedule and refine your investor update process, and watch as your investor relationships begin to thrive.


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