Project template for founders
Investor update template with every task back on the list when it's due
A monthly note to investors: the numbers, the wins, the misses, the asks, sent on the same day every month.
- 2 sections
- 10 tasks
- Opens as a list
- Repeats on its own
Investor update
Monthly
- Write and send the updateEvery 3rd of the monthHighLast month: revenue , cash , users .
- Numbers: revenue, cash, runway, users
- Three wins
- Two misses and what changed
- One ask
- Thank someone who helped last month
- Follow up on every reply within two daysEvery 6th of the month
Asks
- Intro to:
- Help hiring:
- A customer in:
About this template
Investors who hear from you monthly help you; the ones who hear from you when you need money do not. This is the update as a repeating task with its sections, plus the asks list that turns readers into helpers.
Tips from the template
- Same day every month, whatever the numbers.
- One ask per update, specific: an intro to X, a hire, a customer.
- Keep last month's numbers in the description so the trend is visible.
How to use it in Palby Planner
- 1Open Tasks and choose Templates.
- 2Find Investor update and open it. You see every section and task before anything is added.
- 3Check the name the new project gets, and change it if you like.
- 4Press Use template. Rename the project, then work down the list.
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Questions
Yes. Copy it as a checklist or print it, with no sign-up. Using it inside Palby Planner, with the dates filled in, needs an account.
Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.
Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.
Run it with the dates filled in.
The templates are free. The app puts every task on a real date.