A clear, consistent monthly or quarterly update for shareholders covering headlines, KPIs, cash runway, progress against plan, risks and asks.
Raising investment
Investor Update Template
About this document
A structured update that founders can send to their investors every month or quarter. Regular, honest updates build trust, make the next round easier, and help investors offer introductions and support. The template gives a standard order and a set of tables so updates are quick to write and easy to compare over time.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Raising investment
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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