Investor communication · Monthly
Investor Update Monthly
Present company momentum, financial position, operating highlights, risks, and explicit asks in a concise recurring document.
- For investors, founders, finance, and company leadership
What this update gives an investor in one read
A cover and a numbers spread: the four figures investors track, the growth line behind them, the story of the month and two specific asks.
On the page
- A dated cover signed by the founder
- ARR, burn, runway and customers
- Twelve months of ARR growth
- The month in one paragraph, then the asks
Investor Update
Maya Chen, CEO
01 / 18
02
ARR
$8.42M
↑ 34% MoM
Burn
$140k
12% under plan
Runway
22 mo
at current burn
Customers
1,247
+148 net new
The Series A close in February pulled forward two enterprise deals we'd modeled for Q3. Net new contracts came in at $612k, the highest single-month total in company history. Pipeline coverage for Q3 remains healthy at 3.4×.
- Ask 1. Two intros to CIOs at Series D fintechs.
- Ask 2. One more design partner before Aug 1.
Evidence contract
What a production version needs
Approved financial and operating KPIs
Milestones, highlights, risks, and asks
Audience policy and communication history
Recurring workflow
From governed evidence to an approved delivery
- Refresh reconciled company metrics.
- Review claims, forward-looking context, and asks.
- Publish the approved investor edition and retain delivery evidence.
Build the production report behind the plate
Connect your data, keep this design, and set the review and delivery schedule.