<aside> 💡 As a CEO, you need to keep track, measure, and monitor your startup’s progress.
By sharing a periodic update with partners and stakeholders, you can increase the level of engagement, ask for assistance and advice, and keep people feeling connected to your startup. Writing this report should help you in tracking your trends and progression, as well as honing in on your set of needs and goals. All the data you present should be something you track either way within your day to day management of the company, not something you gather uniquely for investors. If something doesn’t seem relevant - skip it!
</aside>
The sample below includes ideas and examples of what a quarterly report could include. This will differ from company to company and is subject to stage, type, etc.
✅Vertex Tip: Sending regular updates builds investor trust, makes future fundraising smoother, and often surfaces valuable intros, advice, or even hires. Your investors want to help, updates make it easier for them to do so.
Every startup is unique, however, most investor updates follow a similar flow. Here’s an easy framework you can tweak to fit your needs.
Hi X, We’re excited to share our monthly/quarterly update,
One sentence for TL;DR - what is the one thing you want the investor to take away? Do you desperately need hiring help? Are you crushing your revenue goal?
Highlights (sales, hiring, churn, product, etc.):
Main Challenges