My Awesome Company
MONTHLY INVESTOR UPDATE REPORT
Created by Tom Smith
DD.MM.YYY
My Awesome Company
Monthly highlights
400 Employees
26 Locations
Monthly Growth
What major sales did your team make this month? Highlight key business growth using numbers, clients' names, partnerships, etc.
New Products
Did you introduce new products or services this month? Showcase what your team accomplished in terms of launching new product features and services.
Marketing Initiatives
Here's your chance to show stakeholders what you've done to attract new customers. Did you start a monthly webinar series, or launch a new workshop or campaign?
Company Accomplishments
Give an overview of any awards, accomplishments, or major lists you were included in this month. Were you ranked on the top place to work? Do you have high customer satisfaction?
Financials & KPIs
25% Revenue Growth (+2%)
400 New Customers (+4%)
$3k Monthly Profit (+3%)
Highlight important KPIs to show your company's growth (or identify where you need improvement). Are you reaching your monthly recurring revenue goals?
How long will it take you to reach the next growth milestone?
Pie Chart
$110,000
Monthly Revenue
50% Sales 1
35% Investments
15% Other income
Pie Chart
$100,000
Monthly Expenses
20% Marketing
45% Innovation
35% Operations
Items we need help with this month
Highlight 1-3 ways the investor can help you get to your next milestones or exit more swiftly.
Are you looking for introductions to important connections?
Or maybe you're looking for capital to reach a specific milestone this month:
New team hires
Chelsea Orville
Director of Marketing
What is their background? How did they come to start or join this company? What are they responsible for?
Jen Anderson
Customer Success Manager
What is their background? How did they come to start or join this company? What are they responsible for?
Tom Smith
Senior Product Manager
What is their background? How did they come to start or join this company? What are they responsible for?
Jack Berger
Jr. Sales Manager
What is their background? How did they come to start or join this company? What are they responsible for?
Major projects
Project A
Describe what you achieved in this project and how it highlights your growth goals.
Project B
Describe what you achieved in this project and how it highlights your growth goals.
Project C
Describe what you achieved in this project and how it highlights your growth goals.
Thank you!
Give credit to employees, partners, clients, and investors here.
Tell them how much their support and dedication have helped your company reach this month's growth goals.
Questions? Comments? Concerns?
Feel free to email us: investors@company.com.