What’s inside the Investor Update.
16 slides with real content in place. Rewrite them, reorder them, or add your own.
- 1Slide 1Cover: the quarter's headline over a deep blue gradient, with the author and the date
- 2Slide 2The quarter at a glance: the headline change, three ratios and two figure tiles over a photo
- 3Slide 3Four metrics: the quarter-on-quarter changes in one band across a blue wash
- 4Slide 4The headline number: annual recurring revenue set very large, with the story beside it
- 5Slide 5The money: revenue, burn, runway and cash, over a three-quarter table
- 6Slide 6Growth: twelve months of recurring revenue as a column chart with three facts beside it
- 7Slide 7What shipped: a centred headline over a four-part band of releases
- 8Slide 8The product: three phone screens showing time, approvals and live margin
- 9Slide 9Customers: four cards covering renewals, new firms, referrals and retention
- 10Slide 10Pipeline: four stage bars with values, firm counts and the weighted number
- 11Slide 11What worked and what didn't: a big headline beside two honest columns
- 12Slide 12The team: new joiners as portraits, with the roles still open
- 13Slide 13The plan: five dated steps along a numbered rail
- 14Slide 14Risks: five rows pairing each risk with what is being done about it
- 15Slide 15What we need: three asks as numbered cards
- 16Slide 16Closing: the date of the next update and who to reach before it
When to use it.
Investor Update is a 16-slide quarterly update a founder sends to the people who backed them. It opens on the quarter's headline and the four metrics that moved, then takes the money apart — revenue, burn, runway and cash, with twelve months of recurring revenue as a chart. The back half is the honest part: what shipped, who bought, what worked, what didn't, the team, the plan, the risks and three specific asks. It closes on the date of the next update.
Made for
- Fintech founders
- Financial advisors
- Wealth and investment teams
- Finance educators
Make it yours in four steps.
Open it in Decks and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Replace the company, the author and the quarter on the cover and the closing slide.
- Step 2
Put your own figures into the four-metric band, the money slide and the revenue chart — the deck is built so the same numbers repeat across slides.
- Step 3
Swap the shipped releases, customers and team portraits for yours, and delete any slide you have nothing to say on.
- Step 4
Write the three asks last, make each one a single action, and send it on the date you promised.
Start from the Investor Update now.
Questions about this template.
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Is the Investor Update template free?
Yes. Create a free account and it opens in Docsiv's Decks app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses Archivo and Barlow with #2340ef, #0b1024, #ffffff, #eef1f7, #67708a, and you can change any of them, rewrite every word and add or remove slides.
What can I export it as?
Decks in Docsiv offers: Slides, PPTX, PDF and HTML exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the investor update for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
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