Monthly Investor Update Template

1) Headline (1 sentence)
- What changed since last update? Why does it matter?

2) KPI Snapshot (table)
- MRR
- Net New MRR
- NRR / GRR
- CAC Payback
- Churn
- Pipeline coverage (if sales-led)

3) Wins (3 bullets)
- Product
- GTM
- Hiring/ops

4) Lowlights / Risks (3 bullets)
- What might prevent hitting next month’s goal?

5) What we’re doing next (3 bullets)
- Top priorities for the next 30 days

6) Ask (1-2 bullets)
- Introductions / hires / partnerships