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Monthly investor update

A free monthly investor update template. AI pulls your metrics, highlights, lowlights, and asks into a single email — written in your voice, ready to send.

Use this template How automations work
Runs monthly Scheduled Delivered to Email
Monthly investor update
Active

Trigger

Runs monthly

Instructions

Write a monthly investor update for the past calendar month, modeled after the Sam Altman / Jason Calacanis format. Keep it short. Investors skim.

Delivery

Email

Example output

A realistic sample of what this automation delivers — your version draws on your data.

Monthly investor update Runs monthly · Sent to Email
Sample output
Month-end snapshot

ARR

$2.4M +11% ($2.16M)

Net new logos

38 +9 (29)

Net revenue retention

118% +2 pts (116%)

Runway

21 mo -1 mo (22 mo)

March was a good month — best new ARR since last summer, runway extended by a quarter, and our first enterprise pilot started.

Asks

  • Warm intro to anyone at $RetailerName — Acme’s CTO will sponsor a pilot if we get to the right team.
  • Two open senior engineering roles. Referrals welcome.
  • Looking for a part-time security advisor with SOC 2 experience.

Key metrics (vs. February)

  • ARR: $2.4M, +11% MoM.
  • Net new logos: 38, +31%.
  • NRR (rolling 12-mo): 118%.
  • Cash: $14.2M. Runway: 21 months at current burn.

Highlights. Closed our first six-figure deal. Shipped the multi-source automation editor. Two senior engineers started.

Lowlights. Churn on the SMB tier ticked from 4.1% to 4.6%. Onboarding NPS dropped after the redesign — we have a fix landing this week.

Generated by Basedash AI from your connected data sources Leadership
The prompt

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Drop this into a Basedash automation. AI fills in the numbers from every source you've connected.

Instructions 
Write a monthly investor update for the past calendar month, modeled after the Sam Altman / Jason Calacanis format. Keep it short. Investors skim.

Open with a single sentence summarizing the month's overall trajectory.

**Asks.** Two to four specific, actionable requests. Names of intros, hires we're closing, recruits the network can refer.

**Key metrics.** MRR/ARR with month-over-month %, new logos, net revenue retention, cash balance, runway in months. Always compare to last month and last month last year.

**Highlights.** Three to five bullets covering the biggest customer wins, product launches, hires, or press.

**Lowlights.** Two to three honest bullets covering what didn't work or what worried us.

**Hiring.** Open roles, recent starts, recent departures, recruiting funnel health.

**Closing.** One-sentence wrap with a call-to-action.

Voice: confident, candid, not promotional. Numbers over adjectives. No emoji.
Data sources

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Frequently asked questions

What should be in a monthly investor update?

A short summary, two to four specific asks, key metrics with month-over-month deltas, three to five highlights, two to three lowlights, hiring updates, and a closing call-to-action. Investors prefer short and honest over long and polished.

How long should a monthly investor update be?

Under one screen on a laptop — typically 400 to 700 words. The Sam Altman / Jason Calacanis format keeps it short on purpose. Long updates get skimmed; short updates get read.

When should I send my monthly investor update?

First week of the month, covering the previous calendar month. Pick a date and never miss it — predictability matters more than precision.

Should I list lowlights in an investor update?

Yes. Investors trust founders who name what isn't working. Two to three candid bullets build credibility and often surface useful help from the network.

Keep going

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