FoundersSeed → Series B founders· Recurring (monthly)

Monthly investor update

Monthly investor update template with auto-pulled KPIs, narrative editor, ask block, and per-investor read receipts. Designed around the structure that gets the highest reply rates in our 4,200-update analysis.

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sendmint.com/templates/investor-update

Sections

Subject line · with KPI prefixVariable

Headline number · MoM movementVariable

Asks · 3 max, specific namesVariable

KPI dashboard · auto-pulled from Stripe + MercuryLocked

Highlights · 2-3 short bulletsVariable

Lowlights · candid 2 bulletsVariable

Hires · joined / open rolesVariable

Roadmap snippet · next 4 weeksVariable

What's included

8-section update template
Stripe + Mercury KPI auto-pull (optional)
Per-investor read receipts & warmth scoring
Reply tracking (intros delivered roll up to a quarterly view)

When to use it

Post-funding cadence (start month 1 after close)
Pre-fundraise warm-up (start 6-9 months before)
LP comms for early-stage GPs (different audience, same template)

Variables

What you fill in at send-time.

Token

Description

Example

Your company name

Beacon

Reporting month

March 2026

Current ARR (auto-pulled)

$2,400,000

MoM ARR growth

+18%

Monthly burn (auto-pulled)

$148,000

Runway in months

14

Routing

Default signing order.

1

Founder · Send

2

Investor distribution list

Sequential by default

Court-enforceable signatures

Audit trail attached

Board written consent SAFE (post-money)Series A data room checklist

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Monthly investor update

What you fill in at send-time.

Default signing order.

Templates that pair with this one.

Use the Monthly investor update template.

Monthly investor update

What you fill in at send-time.

Default signing order.

Templates that pair with this one.

Use the Monthly investor update template.