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 ActivityTracker
- 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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4 sections, 12 tasks
Questions
Run it with the dates filled in.
Book a walkthrough to see the templates in the app.