Investor Update Template
An investor update template built around the metrics partners scan first: the headline, the KPIs, cash and runway, a growth curve, the risks you are watching, and a short list of asks. It turns the monthly update from a memo into a system of record your cap table can read in two minutes.
- Use case
- Investor update
- Slides
- 8
- Format
- Web link, PDF, PPTX
- Cost
- Free to start
Click through all 8 slides. Every one is editable after you fork it.
Most investor updates either bury the numbers in prose or dump a screenshot of a spreadsheet. This template does neither. It leads with one headline, lays the KPIs out in a scannable grid, and puts cash, burn, and runway on a single slide so the question every investor has is answered before they ask it.
The order is deliberate. You open on the one thing that changed, then prove it with metrics, then show the cash position, the growth curve, and the risks you are already managing. You close on asks, not applause: a short, specific list of intros and references the table can actually act on. Send the same shape every month and your investors learn to trust the signal.
What is inside
- 01Title
The headline number or news as the cover, so the update lands in one line.
- 02Headline statement
The single sentence the rest of the update has to back up.
- 03KPI grid
The month in five metrics with deltas and trend, scannable in seconds.
- 04Cash and runway
Cash, burn, revenue, and runway on one slide. The question investors always ask.
- 05Growth chart
One compounding curve. The proof slide partners screenshot into their notes.
- 06Risk register
What you are watching, with likelihood, impact, and a mitigation already in motion.
- 07Asks of investors
A short list of intros and references the table can act on this week.
- 08Close
When the next update lands and how to reach you before then.
Who it is for
- Founders sending the monthly or quarterly investor update
- Operators who want one consistent format every cycle
- Anyone turning a few metrics and a cash position into a clean update
How to make one
- 1
Start from the template
Open this template in heydecks. It forks into your workspace as an editable deck with its own theme.
- 2
Drop in your numbers
Replace the KPIs, the cash and runway lines, the growth chart, and the asks with your real figures. Each slide is typed, so formatting stays clean.
- 3
Apply your brand
Point heydecks at your site once and the Brand Kernel locks your colors, type, and logo onto every slide.
- 4
Share and export
Publish a live link for the cap table, then export the same deck to pixel-perfect PDF and native PPTX for the data room.