Minimum Information an Investor Should Receive
After closing an investment round, the startup should set up a monthly report to the investors.
Here’s a list of information to send an investor:
Customer wins — list out key sales successes. Celebrate every win.
Key metrics — show the core 1-3 metrics that drive your business.
Cash on hand — show the cash balance and runway based on current burn.
Employee status — show changes and open positions you are trying to fill.
Challenges — include a short list of challenges you currently face and what help you need.
Set up a template so you maintain the format and make the report easy to build each time.
Set expectations with the investors about the frequency — monthly, quarterly, or other.
Include a set of financials showing the detailed picture so investors can find answers to detailed questions about the numbers.
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Hall T Martin is the director of Investor Connect, which is a 501(c)(3) nonprofit dedicated to the education of investors for early-stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon for the basis of investment decisions.