Update investors or your team
A monthly update from your notes and numbers, in the same shape every time.
- Founders
- Marketing
You start with
Monthly investor update: revenue, two wins, one problem, and what we need help with. My notes are attached.
Got it. I'll open threads for Numbers, Wins and Problems. First question…
What the project does
1Opens threads
Side questions get their own space.
- Numbers
- Wins
- Problems
- Asks
2Settles facts
Decided once, used everywhere.
- Revenue
- $42k MRR, up 8%
- Wins
- 2 enterprise pilots
- Problem
- Hiring a second engineer
- Ask
- Intros to payments leads
3Builds outputs
Ready to send or publish.
Investor update
Email
WordPDFTeam summary
Slides
PDF
Next time: Next month starts from this one: only the numbers and news change.
More jobs to run the business
All jobs- Onboard clientsA welcome kit and checklist so every new client knows what happens next.
- Write your playbookTurn how you actually work into SOPs someone else can follow.
Start with one sentence. Axyen takes it from there.