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Monthly Investor Update

The month for investors: highlights, customers and cash out the door.

DocumentExecutiveSaaS
Monthly Investor Update Use this template free
The Monthly Investor Update template, running on sample data
Shown on sample data. The figures are illustrative, not real business results — take the template and point it at your own.

What it needs from your data

Needsa revenue or money column, a category (~3 values)
Optionaldates for trends, 12 more

What is on it

  • MRR over time Area chart
  • Where new MRR came from Donut chart
  • Customers over time Area chart
  • New customers by region and tier Grouped bar chart
  • Net burn by month Area chart
  • Revenue against sales and marketing spend Combo chart
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