Investors Report - Playbook

You did it! You nailed your fundraising, and the first period (month / quarter / semester / year / whatever) is wrapping up. Now you’re wondering, "How do I keep my investors in the loop?" Well, this guide is just for you ! 🫵

First things first, there are no strict rules when it comes to investor reports, but there are some best practices you can follow. And sure, you could pull an Ivan (Notion) and skip the investor report altogether... But honestly, I wouldn’t recommend that. The investor report is not just for them - it’s a great way for you to take stock of things too. But we’ll get into that in a bit.

What Should You Include in an Investor Report?

Your investor report should cover four key areas: