Investor Update

The first 10 questions

This is where the conversation starts. Each answer shapes what gets asked next.

1. 01Who is this update for — angels, seed investors, a board, or all of them?
2. 02What period does it cover — monthly or quarterly?
3. 03What's the headline of the period — the one thing above all else you want investors to know?
4. 04What are the 3-5 metrics that matter most right now, and how did each one move this period?
5. 05What did you say you'd accomplish last period, and what actually happened — be specific about the delta?
6. 06What's the most important thing you learned this period — the insight that actually changed something?
7. 07Where do you most need help from investors right now — intros, hires, decisions, or something else?
8. 08Wins: the 2-3 most significant things that went right this period.
9. 09Challenges: what's not working, what slipped, what's harder than expected — be direct.
10. 10Metrics: the specific numbers for this period vs. last period vs. target.

+ 4 more questions across discovery, validation, and the creative brief — each one adapting to what you've already said.

Related finance project types

• Financial ModelingBuild a financial model that reflects your actual business — revenue drivers, cost structure, hiring plan, and runway — not a generic spreadsheet template.
• Bootstrap or Raise?Decide whether to fund your startup with customer revenue or investor money — what each path demands, what it costs you, and which one your business can actually support.
• Take the Accelerator Offer?Evaluate a specific accelerator or incubator offer — what the equity really costs, what the program really delivers, and whether it's right for this company right now.