<aside> 💡 Keep your report concise, don’t extend too much, and find the right balance of details, numbers, and qualitative information. It’s not mandatory to use all the sections described in this template, keep the ones that make more sense for your company and make sure to include all the relevant information.

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Date: [instet date and specify the timeframe (month or quarter)]

Intro / Overview

[Summary of the most significant achievements of the period. If the investors had to read just one thing, it should be this. You can also include a brief description of the company]

Highlights

[List the results of the period that you are most proud of. Be specific with the description and use metrics]

Examples:

• “We grew over 30% in revenue in June vs May, reaching US$80,000 in MRR”
• “Acquired +50 new customers, 3X what we did in Q2 '21”
• “Officially launched our Marketplace for companies, achieving great funnel metrics, testing pilots with potential new clients”

Lowlights

[Share any difficulties or non-accomplished goals. Being transparent with the bad news might improve the relationship with your investors. You can use the “Asks” section to request help]

Examples:

• “We didn’t reach the goal of 10 new onboardings, Sales team bandwidth only allows them to add 6 new clients”
• “We complete less than 50% of the round we were looking to raise this Q”
• “Our Head of Operations left the company last month, a Senior Engineer is temporarily taking the position.”

Growth / KPIs

[Detail key growth numbers, KPIs, and any notable customers closed during the period. Include graphics to compare the metrics per month. Use US$ for the amounts]

• P&L Metrics

  1. Revenue (Should not be confused with GMV)

     https://www.investopedia.com/terms/r/revenue.asp

  2. Cost of sales (COGS or cost of selling your product/service)

     https://www.investopedia.com/terms/c/cogs.asp

  3. Admin/Ops expenses (SG&A or expenses to operate your company)

     https://www.investopedia.com/terms/s/sga.asp

• Net Burn Rate (Amount of money a company loses in the quarter: Revenue - Cost of Sales - all other Expenses)

• Cash on Hand (At the end of the period)

• Total Active Users (Specify if paying or non-paying users)

[If you want to provide more details, you can include a link to your DataRoom, Data Studio or Dashboard]

Product

[Show new products/services released, and the ones in the development pipeline. If the product roadmap has changed, explain the reasons and potential effects on business performance]