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
How to tell existing investors the plan changed, leading with why rather than with the ask.
Telling existing investors you need a bridge is a different conversation than a new pitch — they already know the company, and what they're evaluating is whether the plan changed for a good reason. Lead with why, not with the ask.
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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
This lands better as a direct conversation or call first, with this memo as the leave-behind, rather than as a cold email — existing investors expect a heads-up, not a surprise in their inbox.
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The monthly update that keeps investors paying attention long before the next round starts.
Copyable template
The one-pager that goes out before the meeting so the time together goes to decisions, not recap.
Copyable template
Work through whether venture capital is the right instrument for this company, and write down the answer.
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From the publication
A note for founders raising capital—what investors notice, how conviction gets built, and what to do next.
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