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Tettra Academy

Investor Update Template

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Summary

ℹ️ Investors are busy people. Put this section up top to give them a very brief overview of anything important without having to read an entire update.


  • Passed 1,000 customers and hit our Q3 MRR goal of $100K MRR
  • Launched a bunch of awesome new features
  • We’re at 1,002 paid teams, $100,314 MRR (+20.5%), 7.2 months of runway


How you can help


ℹ️ Put this section up top. Your investors want to help, but don't want to have to dig around for what you need. Make this the first thing they see.


Ask #1

Think about how your investors can help you. Usually an ask here is going to be an introduction request to a potential investor, prospect, partner, etc. Intros are always a good ask because they're typically quick and you're more likely to get a reply from who you want to meet through a warm connection.


Ask #2

You can also ask for general advice or for strategic help on things like sales, marketing, etc. 


Thank You’s


ℹ️ Investors are busy people. Put this section up top to give them a very brief overview of anything important without having to read an entire update.


  • Elon Musk: Thanks for advice on leadership and aligning vectors
  • Mark Zuckerberg: Thanks for the shoutout on your Facebook page. Reeled us in 20 new customers! ?
  • Dharmesh Shah: Thanks for the intro to Elon. He ended up investing and giving us great advice, as you might have noticed.
  • TJ Mahoney: Thanks for the feedback on our pitch deck and for the Greek Chicken Salad for lunch.


Successes


ℹ️ List out the good things that happened this month. Make it a mix of qualitative and quantitative wins.

Keep it to high level wins and probably no more than 3-4 items.


Quantitative Success

Hitting  revenue goals, usage goals and growth goals. 


New product improvements

  • New feature A: quick explanation
  • New feature B: quick explanation
  • New Feature C: quick explanation


Other Items

  • New campaigns
  • Or exciting news 


Challenges


ℹ️Share your challenges here. This section is important because investors won't know what to help you with unless you actually share what you're struggling with.


Not great news #1


Not great news #2


Not great news #3


Next up


ℹ️ What are you doing to address your challenges from above? 

  • Keep these short and probably to 3-4 high level action items. 
  • Usually by the time the reader gets here, they already have a good idea of what you're going to do next month. 


Action Item #1


Action Item #2


Action Item #3


ℹ️ Keep each update in a private Tettra category or some other location where it's easily accessible for the historical record. 



 

Note: This is a general template for a DACI template. Please customize and adapt the sections, content, and formatting to suit the specific needs and goals of your business.