Investors have a financial stake in your company, so it’s important to keep them updated at a regular cadence. A well-written investor update allows you to share key business metrics, challenges your team is facing, and any requests for help from investors. It’s also an opportunity for you to step away from the daily grind and reflect on your company on a high level at a consistent interval.
In general, investor updates should cover four areas:
Highlights: This is the area where you share your company’s major accomplishments and wins. This can include growth metrics, major initiatives, and new hires. You can also use this section to showcase any recent awards you’ve won.
Lowlights: Investors want to know about any issues you’re facing that may impact your business’s trajectory. While you may not be able to turn around a challenge, you should still share it so your investors can provide support and guidance.
Requests: Lastly, include an “ask” section where you ask your investors for their support on something specific. Whether it’s helping you recruit for a certain position or leveraging their networks to find a solution, this is an opportunity for them to engage with your company and show support.
Investor updates can take a lot of time to prepare and write, but with the right tools it’s possible to streamline the process. A purpose-built investor reporting tool like Visible helps you save time with automated data collection, engagement tracking, and real-time collaboration. It’s the best way to ensure your investor updates are clear, concise, and compelling for current and prospective investors.
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