Investor updates that keep your board engaged — and asking to help
Great investor updates are short, honest, and end with specific asks. Inktrail's AI-powered template follows Y Combinator's format for monthly updates that keep investors informed and activated.
What's included
Highlights and lowlights
Covers both wins and challenges so investors trust your judgment and see a full picture.
Key metrics section
Includes a structured metrics table — MRR, growth rate, churn, DAU, burn — for consistent reporting.
Specific asks
Ends with 2–3 concrete asks (introductions, hiring, advice) so investors can take action immediately.
AI-generated from your monthly data
Enter your metrics and key events — Inktrail writes a polished investor update email in minutes.
How to use this template
- 1
Open the Investor Update template
Go to Templates → Startup and select "Investor Update".
- 2
Enter your month's highlights and metrics
Fill in key metric changes, major wins, and challenges from the past month.
- 3
Generate the update
Inktrail's AI writes the full investor update in a clear, professional format.
- 4
Add your specific asks
List 2–3 concrete requests for your investors — intros, advice, or resources you need.
- 5
Send or share
Copy to email, publish as a secure web page, or export as PDF for your investor relations file.
Who uses this template
- Founders sending monthly updates to their cap table
- CEOs communicating with board members and advisors
- Startup teams building investor relations habits early
Frequently asked questions
- How often should startups send investor updates?
- Monthly updates are the standard for early-stage companies. Pre-seed and seed founders should send at least monthly; Series A+ can shift to bimonthly as the team grows.
- What should an investor update include?
- Key metrics (MRR, growth, burn, runway), highlights (product, team, sales wins), lowlights (challenges, missed goals), and specific asks (introductions, advice, hiring). Keep it under 500 words.
- Should investor updates be positive or honest?
- Honest. Investors know startups are hard. Updates that show both wins and challenges build far more trust than updates that only show the good. Use lowlights to show your judgment and ask for help.
- Is the investor update template free?
- Yes — free on Inktrail's free tier.
Related templates
Start with this template — free
Sign up for Inktrail and access 45+ AI-powered templates. No credit card required.
Get started free