Investor Update Template

A free investor update template you can copy/paste. Includes KPI snapshot, wins, risks, and asks.

What you get

  • A clean investor update outline
  • KPI snapshot section
  • Risks and asks prompts

How to use

  1. Download the template and fill it monthly.
  2. Keep KPI definitions consistent across updates.
  3. Add a link to your KPI dashboard for deeper context.

Download

Download the asset, then operationalize it inside Growrate as a repeatable dashboard/reporting workflow.

FAQ

Should I include every KPI?
No. Include a stable core set and add 1–2 focus KPIs that match your current priorities.
How long should an update be?
Short. One page is ideal; link dashboards and detailed notes separately.