Investor update template
The monthly update that keeps investors paying attention long before the next round starts.
Copyable template
Fundraising operations and alternatives · Copyable template
Board meeting pre-read
The one-pager that goes out before the meeting so the time together goes to decisions, not recap.
A board meeting works better when nobody is reading a document for the first time in the room. This one-pager goes out 48–72 hours before the meeting so the actual time together goes to the decisions, not the recap.
Copyable template
What is in it
- Company snapshot
- KPI dashboard
- What went well
- What didn't
- Financial summary
- Decisions needed from the board
- Agenda
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The template is ready. Add your email to open it, and you will also get The Raise Memo — a note for founders raising capital.
How to use it
Notes
The "decisions needed" section is the one most founders skip or bury, and it's the one that actually justifies the meeting. If there's nothing decision-shaped this cycle, say so explicitly rather than manufacturing agenda items.
Where this comes from
The thinking behind it
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From the publication
Read The Raise Memo
A note for founders raising capital—what investors notice, how conviction gets built, and what to do next.
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