Investor updates provide an opportunity to build and strengthen relationships with those who have put their money on the line for your company. They are also an excellent way to demonstrate your transparency to the investors and help your company stand out from others who may not be sharing as much.
It is important to be consistent in your investor updates. Failing to send one when things aren’t going well can break trust and make investors question whether you’re hiding something or not telling the whole story. You should also stick with the metrics you’ve been sharing, and be sure to explain any major shifts in data or KPI trends.
A good investor update should start with a short intro outlining what’s new. From there, it should include highlights, lowlights, and key metrics with a chart to provide context. Lastly, it’s important to set an asks section for investors to let them know if they can help with anything (be specific here!).
Using templates for your investor updates can be a good starting point, but they often lack efficiency and engagement tracking. Investing in a purpose-built solution like Visible will give you the tools you need to create engaging, measurable, and comprehensive investor updates that are easy to share via email, Slack, or PDF.
Visible allows you to connect your key data, add beautiful charts, and personalize your investor updates for each investor. You can then share them with a single click, track engagement stats, and collaborate in real-time.