Investor update template
The monthly update that keeps investors paying attention long before the next round starts.
Copyable template
Fundraising operations and alternatives · Spreadsheet
Fundraising process tracker
Every conversation in the raise, its stage, and what happens next, in one sheet.
A raise is a process with six phases and a list of conversations running through it. This workbook is both, using the same phases and the same conversation statuses as the Diligence + Fundraising OS tool, so the offline version and the tool cannot describe the same process differently.
No phase carries a duration, here or in the tool. How long a phase takes depends on the company and the people in it, which is not something a template is in a position to tell you.
Spreadsheet
What is in it
Timeline
The six phases, prefilled. Set your own target dates and next actions; nothing here assumes how long any phase should take.
Conversations
One row per investor conversation, using the tool's own seven statuses. Every row wants a next action and a date against it.
Where it stands
A count of conversations at each status, so the shape of the process is visible without scrolling the list.
One step left
Get the spreadsheet
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
A conversation sitting at the same status for weeks with no next action against it is the thing this tracker exists to make visible. Closed loop is a real outcome and worth marking — a process where nothing is ever closed is a process you cannot see the end of.
Where this comes from
The thinking behind it
Take it with you
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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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