About template

Sending monthly updates to investors doesn't have to be complicated. This template breaks down everything you need to share - from revenue numbers to product launches to team changes. It's set up so you can quickly plug in your data and send it out.

You'll find sections for all the basics: how much money you're making, what you've accomplished this month, problems you're facing, new hires, and what's coming next. There's also a spot to ask investors for help - whether that's introductions, advice, or preparing for your next funding round. The format stays the same each month, so investors know exactly where to find the information they care about.

Since multiple people usually contribute to these updates, Ellty lets everyone work on it together. Your finance person can add the numbers while someone else writes about product updates. You can see who's viewed the presentation and when, which helps you know which investors are paying attention. This template works whether you're a small startup sending updates to a few angels or a growing company reporting to multiple VCs.