Create a knowledge base and answer your team's questions with Tettra 🚀
Duplicate this template and customize it for your team in Tettra.
Start for free.
Find more in our Getting Started guide.
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.
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.
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.
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
Other Items
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
ℹ️ What are you doing to address your challenges from above?
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.