Investor updates are a critical communication tool for keeping your investors (and other stakeholders) in the loop on your company’s progress. The best investor updates are concise, straightforward, and share key metrics in a meaningful way. They often start with an introduction that explains what’s new, including important milestones or achievements from the past month. Whether it’s record growth, new hires, an upcoming product launch, or other positive business news, it’s good to highlight these accomplishments in your update so that investors have a clear picture of your company’s health.
However, it’s also important to be transparent about challenges when writing your investor updates. While it might feel uncomfortable to share the bad, if you don’t, your investors may lose faith in your ability to run a business or be unable to help you through a rough patch. Professional investors are used to seeing ups and downs of startups, so don’t be afraid to show vulnerability.
It’s also a good idea to be consistent in your investor update delivery schedule. Investors have many other companies in their portfolio, so it’s important to give them the opportunity to prioritize your request for resources or help by staying top of mind. You can do this by committing to a regular schedule (like every other week or once per month) and making it a priority in your internal workflow. In addition, using a purpose-built software platform like Visible can help you create your investor updates efficiently. With features like engagement tracking, real-time collaboration, and data-driven reports, you can be sure your investor updates are compelling and effective.
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