Monthly Investor Template

Dear shareholders,

Please find below the [LAST_MONTH] monthly update!

TDLR;

• +x% in ARR [this is just an example]
• +y% in Weekly Signups thanks to [z]! [this is just an example]

📈 KPIs

[KPIs_SCREENSHOT]

Click [HERE](LINK_TO_SPREADSHEET) to see all our metrics.

🎉 Highlights

• [Item: Explanations]
• [Item: Explanations]
• [Item: Explanations]

🤔 Lowlights

• [Item: Explanations]
• [Item: Explanations]
• [Item: Explanations]

🙇🏽 Thoughts

• [Item: Explanations]
• [Item: Explanations]
• [Item: Explanations]

🛣 What's next?

Our strategy for [THIS_YEAR] is [STRATEGY].

Our objective in [THIS_QUARTER, ex. Q1] will be to “[OBJECTIVE]”: [KEY_RESULT_1] and [KEY_RESULT_2].

In [NEW_MONTH], we will focus on:

• [Item: Explanations]
• [Item: Explanations]
• [Item: Explanations]

Please let us know if you have any questions.

[FIRST_NAME]