Free monthly investor update template

Keep investors informed each month with key metrics, wins, challenges, runway and specific asks. Sample month included.

What's in this template

Slide 1: Monthly revenue up 14% to $47K.

  • 248 paying cafés and $1.12M in the bank. Wins, challenges and our asks inside.

Slide 2: Our best month yet: MRR up 14%

  • $47K Monthly recurring revenue
  • 14% Growth on August
  • 248 Paying cafés

Slide 3: Wins

  • Signed Third Wave Coffee pilot: 12 outlets in Bengaluru
  • Launched gift cards; 9% of orders used them in week one
  • Hired Ravi Kumar as Head of Sales (ex-Swiggy)

Slide 4: Challenges

  • Churn rose to 2.8% after the price change in August
  • Response: a 6-month price lock for cafés that pay yearly; 31 have switched so far

Slide 5: Cash and runway

  • $1.12M Cash in bank
  • $62K Net monthly burn
  • 18 Months of runway

Slide 6: Focus for October

  • Get churn back under 2% with the price lock
  • Open Pune with 25 cafés signed
  • Ship the owner app on Android

Slide 7: How you can help

  • Intros to café chains with 5 to 30 outlets in Pune or Hyderabad
  • Referrals for a senior Android engineer
  • Advice from anyone who has priced yearly plans for small businesses

Slide 8: Thank you

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