Templates / Finance

Free, and not counted as a creation. You get your own copy to edit, in any theme.

When to use it

Use it for your monthly or quarterly note to investors: the numbers, progress, what is hard, and how they can help.

How to use it

1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
2. Fill in the fields below, and answer the question each slide asks with your own content and numbers.
3. Download it as an editable PowerPoint file, or as a PDF. The file is reopened and checked before it is offered.

Slide by slide

1. Investor update [company] · [period]
2. The numbers Monthly recurring revenue, Growth on last period, Months of runway
3. Progress What shipped or was won this period? What did we learn?
4. What is hard What is not working, and what are we doing about it?
5. Next steps How investors can help: introductions, hires or advice we need.

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

• {{company}}
• {{period}}
• {{mrr}}
• {{growth}}
• {{runway}}

What is inside