Investor update

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Plans and reports templates

• Company name

  For example: Brightwater Analytics

• Period

  For example: September 2026

• Greeting

  For example: Hi all

• One line headline

  For example: Revenue passed EUR 100,000 a month, and we hired our first sales lead.

• Revenue this period

  For example: EUR 102,000 (up 9% on August)

• Customers

  For example: 212, up from 196; 3 lost

• Cash in the bank

  For example: EUR 740,000

• Monthly burn and runway

  For example: EUR 82,000 a month; about 9 months

• Another number that matters (optional)optional

  For example: Yearly renewal rate: 92%

• Wins

  Two to four, one per line.

  For example: Signed Orbit Retail, our largest client so far Launched the new reports Reduced support replies from 6 hours to 2

• Challenges

  Be straight about what is not going well.

  For example: Sales cycles are longer than planned One developer left; hiring a replacement

• Goals for next period

  For example: Reach 240 customers Launch in two new markets Close the first sales hire

• Hiring (optional)optional

  For example: We are looking for a senior developer and a customer support lead.

• How investors can help (optional)optional

  Be specific. Investors like to be asked.

  For example: Introductions to retail chains with 50 or more shops Advice on pricing for larger clients

• Your name and role

  For example: Amira Khan, CEO

1. 1Subject: [Company name] update for [Period]
2. 2Here is our update for [Period].
3. 3In short: [One line headline]
4. 4Revenue: [Revenue this period]
5. 5Customers: [Customers]
6. 6Cash: [Cash in the bank]

1. 01

   Fill in

   Type your details in the form. The email fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Send

   Copy it, open it in your email app, or save it as a Word document or a PDF.

What details does this template ask for?

The form asks for 15 details, starting with Company name, Period, Greeting, One line headline, Revenue this period. 3 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, copy the email, open it in your email app, or save it as a Word document or a PDF. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Share only what you are free to share. Some updates contain confidential or price-sensitive information, and investors may have duties of confidentiality. Keep it honest: bad news told early builds more trust than bad news found later.

Are these planning templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

How long should a business plan be?

As short as it can be while it says what you sell, to whom, how you earn money and what you need. Ten pages is plenty for most small businesses.

Will a plan get me funding?

It cannot promise that. A clear plan helps a bank or an investor understand you, and they decide by their own rules.

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