Fundraising & Equity
Investor Update Best Practices
Collated by Harry Prabandham
Curated by Rubric Financial
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What to Include
- KPI dashboard: MRR, growth rate, runway, customer count, churn — the 5-6 metrics that define your business health
- Wins: major customer signed, product milestone shipped, key hire made — investors want to celebrate progress
- Challenges: be honest about what's not working — transparency builds trust and opens the door for help
- Asks: specific requests for introductions, hiring referrals, or strategic advice — give investors a way to add value
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