Template - Investor Reporting

Template - Investor Reporting

Company XY - July 2021 Update

Dear Investors,

This is our update for July 2021.

🤩 Highlights

  • Sales / Product / ... highlights?
  • Any new team members / key personnel?

😔 Lowlights

  • Current challenges, any bottlenecks?
  • Any missed milestones?

👋 New customers

  • Overview of sales funnel

e.g

  • New signed: XX (DE - €100), ...
  • Extension signed: YY (CH - €200), ...
  • New onboarded: ZZ, ...
  • Major clients in pipeline: ABC (UK - €500), ...

🛠 Product

  • Any new / improved new product features (short description of main features)
  • What feature are currently in progess?
  • Any further product update?

⛳️ Outlook

  • What are you currently working on?
  • Milestones?

🧮 Financial Metrics

  • Revenue: EUR 50,000
  • EBITDA burn July: EUR -20,000
  • Cash balance end of July: EUR 1,000,000
  • #FTEs end of July: 15

📣 Help Needed

  • How can your investors support you?

e.g.

  • We are hiring several positions, please spread the word (link to HR page)
  • Sales push: please refer us to potential customers (short description of target customer)