Investors skim. A long update gets a thumbs up and no reply. One page carrying the quarter's numbers and a single ask is the one that gets forwarded to somebody who can help you.
Two introductions to heads of data platform at Series C companies. That channel closed at 3x the rate of outbound this quarter and we have capacity for six more pilots.
Against the FY25 Plan
ARR target107%
Enterprise logos73%
Gross margin goal94%
Investor Update — Q4. A finished page, made the way yours will be. Anything up to 50 pages counts as one document.
What it pulls out of a investor update
Read out of the file you upload. Nothing is assumed and nothing is filled in.
Revenue, burn, runway and headcount, side by side
What changed since the last update, with the delta
The one ask, stated plainly
The risk they would rather hear from you first
More finished pages from finance & risk
Every one made the same way, with nothing touched up for the website.
Questions about investor updates
The two things people ask before they hand over a document.
What do I upload to make an investor update?
Whatever you already have. A board deck, a management report, a spreadsheet export or pasted notes all work, and so does a plain topic line.
Will the update match our branding?
Yes. Save your logo, colours and fonts once and every update after that comes out wearing them.
