What to send your investors every month
A one-page monthly update: the four numbers, what changed, what you’re fixing, your wins and your asks. Why it matters, the rules that make it work, and a template to copy.
Send investors one page every month: cash in the bank, net burn, runway and last month’s revenue; the two or three biggest changes; what you’re fixing and what each fix buys; highlights; and one or two specific asks. Same numbers in the same order every month, bad news first, no customer names without permission.
Why send one every month
- Investors help when they know. An ask in a short update gets answered; a crisis in month nine gets a worried call.
- It keeps you honest. Writing the numbers down each month means you know them.
- The next round starts here. Twelve updates in a row are the best evidence you know your business.
The five parts
- The numbers
Cash in the bank, net burn, runway in months, and last month’s revenue with its change. The same four, in the same order, every month, so they can be compared.
- What changed
The two or three biggest changes since last month, each with its number: a large customer won or lost, a cost that jumped, collections slowing.
- What you’re fixing
Each problem and what you’re doing about it, with what the fix buys: months of runway, money saved a month, interest avoided.
- Highlights
Wins worth sharing, with a number where there is one.
- Asks
One or two specific requests: an introduction to a named person or company, or advice on one decision.
Rules that make it work
- One page. If it doesn’t fit, it’s two updates’ worth of news, or too much detail.
- Bad news first, and early. Investors forgive problems; they don’t forgive surprises.
- Same numbers, same order. Changing what you report looks like hiding something.
- Real numbers from the books, with cash checked against the bank. Never round up.
- Leave customer names out unless you’re sure they’re fine with it. Say “our largest customer” instead.
- Send it the same week each month, once last month’s bank statement is in.
Copy the template
The five parts, ready for an email. Put in your company’s name, copy it, and fill in the brackets.
Subject: [Company], September 2026 update Hi all, Here's where [Company] stands at the end of September 2026. THE NUMBERS Cash in the bank: ₹[ ] (confirmed against the bank on [date]) Net burn: ₹[ ] a month (3-month average) Runway: [ ] months Revenue in September 2026: ₹[ ] ([up/down] [ ]% on the month before) WHAT CHANGED - [The biggest change since last month, with its number] - [The second one] WHAT WE'RE FIXING - [The problem], by [what we're doing]. It buys [months of runway / ₹ a month / interest avoided]. - [The next one] HIGHLIGHTS - [A win, with a number if there is one] - [Another] ASKS - [An introduction to someone specific, and why] - [Advice on one decision] Thanks, [Your name]
How Cassence writes it for you
Cassence fills the numbers, what changed and what you’re fixing (with what each fix buys) from your books each month, and suggests highlights from what’s going well. You add your words and asks, then send it:
- As a PDF, through your browser’s print, one page.
- By email or WhatsApp, from your own apps.
- As a read-only link investors open without signing in.
Customer and supplier names stay out unless you switch them on. See the investor update docs.
See an update in the demoA sample company’s update for this month, filled in from its books. No sign-up.Questions
What should a monthly investor update include?
Cash in the bank, net burn, runway and last month’s revenue; what changed; what you’re fixing and what each fix buys; highlights; and one or two specific asks.
How long should an investor update be?
One page. Investors read many; a short one that arrives every month is worth more than a long one that arrives sometimes.
When should I send it?
The same week every month, once you have last month’s bank statement and can confirm your cash.
Should I share bad news in an investor update?
Yes, first and early, with what you’re doing about it. A problem shared in time often comes back with help; one hidden until later costs trust.
Should I name customers?
Only if they’re fine with it. Most updates say “our largest customer” instead. Cassence leaves names out unless you switch them on.
Let Cass write the first draft
Cassence fills your monthly update from your books: the numbers, what changed and what each fix buys. You add your words and send it.