Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
Table of Contents
Introduction
The Opening Paragraph
Goals, Successes & Challenges
Key Performance Indicators
Making the M...
Why Shareholder
Updates are Essential
to Your Business
PART ONE
The Importance of
Shareholder Updates
A shareholder update allows you to inform
investors about how the firm is progressin...
Shareholder updates also subscribe to
“integrated reporting”, a method of ensuring
that all communications to all your inv...
The Opening
Paragraph
PART TWO
The best investor updates we see are simple,
and to the point.
In a world full of constant notifications and
interactions,...
Goals, Successes &
Challenges
PART THREE
The Goals, Successes &
Challenges
The nitty-gritty & the nuts and bolts!
Keep it simple, break down this section as much
a...
Successes
● Don’t be afraid to brag - this is your chance to
show off to the world how great your business
is doing!
● The...
Key Performance
Indicators
PART FOUR
Put your best foot forward
Actions speak louder than words!
Your Key Performance Indicators (KPIs) are vital
elements of a...
How Your Investors
Can Help
PART FIVE
Making the Most of your
Business Connections
Investment is the language of give & take!
Remember, your investors are part ...
How to Automate
Your Updates
PART SIX
Automation is the answer
Stay on top of your shareholder update analytics!
Generating automated group emails allows you to...
Free Templates
PART SEVEN
Shareholder Update
Template
For your convenience, here is an easy to use
Shareholder Update Template, and a range of
other...
Apply for Funding
Join one of our Assessment Day or send us your
completed pitch deck. CapitalPitch Ventures
invests $500k...
About CapitalPitch
Raising capital doesn’t have to be so hard!
We believe that Startup funding shouldn’t be so damn hard! ...
The Ultimate Guide to Shareholder Updates
Upcoming SlideShare
Loading in …5
×

The Ultimate Guide to Shareholder Updates

814 views

Published on

Download here: http://offers.capitalpitch.com/ultimate-guide-to-shareholder-updates

This eBook contains all the information you need for generating a world class shareholder update. Discover how a simple, monthly, one-page shareholder update delivered to your entire business network can provide an essential line of transparent communication, maximising positive business goodwill.

  • Be the first to comment

  • Be the first to like this

The Ultimate Guide to Shareholder Updates

  1. 1. Table of Contents Introduction The Opening Paragraph Goals, Successes & Challenges Key Performance Indicators Making the Most of Your Business Network The Benefits of Email Automation Free Templates Apply for Funding & About CapitalPitch Part 1 - Part 2 - Part 3 - Part 4 - Part 5 - Part 6 - Part 7 - Part 8 -
  2. 2. Why Shareholder Updates are Essential to Your Business PART ONE
  3. 3. The Importance of Shareholder Updates A shareholder update allows you to inform investors about how the firm is progressing, providing a transparent line of communication to reinforce business network relations. A simple monthly, one-page update can maximise shareholder engagement and assist in generating additional capital investment. By maintaining an essential open line of communication with your investors and employees, you can maximise positive business goodwill. Regularity, clarity and professionalism are the key aspects of any engaging shareholder update. Keep your network in the know!
  4. 4. Shareholder updates also subscribe to “integrated reporting”, a method of ensuring that all communications to all your investors are coherent and interrelated. By providing investors with a holistic business model, this helps to weave all aspects of the business together, providing your audience with a complete understanding of your internal business operations.
  5. 5. The Opening Paragraph PART TWO
  6. 6. The best investor updates we see are simple, and to the point. In a world full of constant notifications and interactions, people are always time pressed. Your best bet for audience engagement is clarity. Your introduction should provide a brief snapshot of the business since your last update. You may also want to promote upcoming company news. Keep details to a minimum. Think of it as a blurb to a novel - for the best bits, your audience will want to read on. Engage your audience from the get-go Be punchy! Don’t waste investor's time...
  7. 7. Goals, Successes & Challenges PART THREE
  8. 8. The Goals, Successes & Challenges The nitty-gritty & the nuts and bolts! Keep it simple, break down this section as much as possible - if you can, provide summaries for individual departments, such as finance, investors, marketing, HR, events, & IT to give your audience a complete organisational picture. Goals ● Outline the direction the business is taking over the next month, such as new hirings, or upcoming events. ● Provide reasons for why you decide to take a course of action, your shareholders will want to know how you plan to keep their best interests at heart.
  9. 9. Successes ● Don’t be afraid to brag - this is your chance to show off to the world how great your business is doing! ● These serve as essential talking points for, not only your current stakeholders, but for potential future customers and investors ● Strong business performance may also contribute to future capital investment from current shareholders. Challenges ● Every business will face some sort of difficulty on a month-to-month basis. ● Take a proactive approach to these issues, and demonstrate to your network your ability to identify and remedy these issues.
  10. 10. Key Performance Indicators PART FOUR
  11. 11. Put your best foot forward Actions speak louder than words! Your Key Performance Indicators (KPIs) are vital elements of any shareholder update. By providing your network with a range of business data, such as: monthly online users, sales, & lead generation, you give investors key metrics to assess the business’ performance. So let your performance shine for you! Be sure to include some snippets of commentary and explanation for your shareholders, as well as any plans for change or adjustment(s) over the coming month.
  12. 12. How Your Investors Can Help PART FIVE
  13. 13. Making the Most of your Business Connections Investment is the language of give & take! Remember, your investors are part of your business network and can often be the answer to many of the issues you are currently facing. Don’t be afraid to reach out and request support, help, and guidance, from your shareholders. The monthly update is the perfect place to raise these concerns. Whether you’re looking for an industry connections, referrals, increase your network, or a potential hire, the more professionals you have access to, the better!
  14. 14. How to Automate Your Updates PART SIX
  15. 15. Automation is the answer Stay on top of your shareholder update analytics! Generating automated group emails allows you to communicate efficiently and effortlessly with all your shareholders, all at once! This ensures no one misses out on this vital information! Using an email service such as HubSpot or Mailchimp you can create an automated group email, which can easily save you hours worth of work per month, so you can focus on what matters most to your business. You’ll gain unparalleled insights into the performance of your updates, including email click through rates, allowing you to fine tune future updates for even greater audience engagement.
  16. 16. Free Templates PART SEVEN
  17. 17. Shareholder Update Template For your convenience, here is an easy to use Shareholder Update Template, and a range of other essential emails for potential investors. Click Here
  18. 18. Apply for Funding Join one of our Assessment Day or send us your completed pitch deck. CapitalPitch Ventures invests $500k - $3m. Apply Now CapitalPitch Pty Ltd Level 2, 50 Bridge Street Sydney NSW 2000 Phone: 02 8188 3807 www.CapitalPitch.com
  19. 19. About CapitalPitch Raising capital doesn’t have to be so hard! We believe that Startup funding shouldn’t be so damn hard! Its madness that 97.3% of Startups fail at fundraising. Founders shouldn’t have to feel confused and frustrated when they try to fundraise and Investors shouldn’t have to waste time and money finding great Startups. We believe every great Startup, no matter their location or circumstances, should be able to fundraise. They need to accelerate (and massively scale) the solution to a big problem that could change the world. It’s time to disrupt a complex, opaque and dysfunctional finance sector that allows great Startups to struggle and fail. Today, like many revolutions before us, were using technology and experts to create a movement to fast-track Startup investing. We're helping hundreds of Startups’ accelerate their equity capital raising and thousands of investors find awesome Startup businesses. Welcome to CapitalPitch, the world’s first capital raising accelerator! Further details about CapitalPitch, see our website www.CapitalPitch.com For FREE downloads, videos, eBooks, blogs & resources, see our website www.CapitalPitch.com/Resources

×