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Investor Update template
Investor Update template
Investor Update template
Investor Update template
Investor Update template
Investor Update template
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Investor Update template

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Beyond financing, your syndicate can be a boon to scaling and overcoming obstacles in your startup. Streamline keeping them in the loop by using this compact deck. …

Beyond financing, your syndicate can be a boon to scaling and overcoming obstacles in your startup. Streamline keeping them in the loop by using this compact deck.

Details
~In 6 slides covers all the essential details your syndicate cares about
~Contains tips and step-by-guide to walk you through best practices (see the "Notes" area)
~PPT format for easy modification

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  • Sending periodic Investor updates is a great bestpractice to implement as it enables you (the CEO) to think about the big picture of the company while providing a digestible overview for investors. Try to get into a healthy cadence for sending these out (suggested every 1-2 months). This serves the purpose of keeping your syndicate up to date on what is happening at the company and creates important opportunities to solicit their involvement and assistance.
  • Provide a high level overview of the key metrics that impact your business. This is also a good place to surface to your investors any high priority requests and recent milestones.Tip: The “Asks” section can be repurposed to be a bulletin area, spotlighting recent events (financing, new partnerships, etc.) and acknowledging contributions made by members of the syndicate (useful to encourage good behavior!).
  • Write 2-3 sentence descriptions of each new hire. Describe their relevant background, fun facts, and link to their social profiles. A picture helps “put a face to a name” and links to their social profiles provides further opportunities for investors to learn about your hire.
  • Communicate recent wins/losses - along with upcoming initiatives - by placing projects into time buckets. These columns can be specific “previous month” or the abstract “previous project”. Make special point to note items that bleed into more than one column.This slide helps investors understand what’s on your plate and for how long. Tip: This top-level overview can also be helpful for your executive team.
  • This is one of the most important slides, as it informs your investors on the health of your business. Try to input all the pertinent financial metrics for your organization (the most important being your Burn Rate and Cash Out Date). Use the Notes area to describe provide important context around these #s(e.g. new hire increased burn, revenue increased because of press hit, etc.).Tip: State the variance of how each of your metrics is performing against budget.Tip: If you’re a SAAS company, include relevant metrics to your vertical such as MRR and CMRR (more info http://www.bvp.com/cloud/law2). Tip:Includepipeline metrics or prospects that can move the needle.
  • Transcript

    • 1. Widget Inc. Investor Update January 1, 2013 Confidential 1
    • 2. OverviewAsks Top ProjectsFusce enim mi, tristique ac tincidunt id, mattis vel mi. Product Lorem ipsum dolor Ut lobortis, nisl quis tempus.Proin sapien lorem, imperdiet vitae semperaliquam, venenatis et arcu. Curabitur volutpat, metus in Marketing Lorem ipsum dolor Ut lobortis, nisl quis tempus.ultricies consectetur, massa sem bibendumerat, consectetur laoreet sem mi at nisl. BizDev Lorem ipsum dolor Ut lobortis, nisl quis tempus.Acknowledgements Ops Lorem ipsum dolor Ut lobortis, nisl quis tempus.John ~ Intro to X Susan ~ Advice on Y Team Lorem ipsum dolor Ut lobortis, nisl quis tempus.Bob ~ Referred Engineer Joe ~ Referred Sales guyKPIs Prev Month Curr Month Projected Next MonthRevenue $100,000 $120,000 $180,000Premium Users 80,000 90,000 100,000Free Users 550,000 620,000 750,000Burn Rate $200,000 $210,000 $250,000 2
    • 3. Highlights & Challenges • Suspendisse rhoncus consequat metus eget pharetra. Highlights • Suspendisse rhoncus consequat metus eget pharetra. • Suspendisse rhoncus consequat metus eget pharetra. Challenges • Suspendisse rhoncus consequat metus eget pharetra. 3
    • 4. Team Update John is an awarding winning mobile app John Smith developer, who formerly was the CTO at CTO IBM. Sam is a leading expert in online user acquisition and a/b testing. Sam wasSam Simmons formerly VP of Marketing at Oracle.VP Marketing Referred internally, Matt is the head of the largest jQuery Meetup group in NYC. He Matt Band Developer joins us from Twitter, where he spearheaded Twitter Cards. 4
    • 5. Project Status Prev Project Current Project Next ProjectProduct One line summary One line summary One line summary • Curabitur sed mi enim. • Curabitur sed mi enim. • Curabitur sed mi enim.Tech One line summary One line summary • Curabitur sed mi enim. • Curabitur sed mi enim.Biz Dev One line summary One line summary • Curabitur sed mi enim. • Curabitur sed mi enim. • Curabitur sed mi enim.Ops One line summary One line summary One line summary • Curabitur sed mi enim. • Curabitur sed mi enim. • Curabitur sed mi enim.Marketing One line summary One line summary One line summary • Curabitur sed mi enim. • Curabitur sed mi enim. • Curabitur sed mi enim. 5
    • 6. FinancialsCash On Hand $100K (15% )Revenue $60K (30% )Net Burn $14K (10% )Cash Out Date Jan ’14Notes:• Fundraising efforts• New hires• Prospective hires 6

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