How To Write the PERFECT Investor Update Email | Dose 061

Keeping investors updated? Get pro tips to write the perfect update email.

In the keep-in-touch phase of investor relationship management, we’ll get asked the question: how do you write a follow up email to an investor? Whether an advisor newsletter, monthly investor update, or ad hoc investor update email, you’ll need a careful balance of informing and getting to the point to keep your audience engaged. In this Dose, Steve Barsh, Managing Partner at Dreamit Ventures, shares his best practices to write the perfect investor update. Central to this topic are questions like How do I email an investor update? What should an investor update include? When should I send investors updates? This video can serve as an investor update how to guide and includes investor update email template ideas and investor update example drafts. That’s the art of how to send investor update emails in a short 8-minute Dreamit Dose!

0:00 - Intro
0:45 - Investor Update Litmus Test
1:09 - Starting Your Email
3:00 - BLUF Topic Examples
3:46 - Adding Light Commentary
4:33 - Revenue, Traction, Financials
5:41 - Other Common Mistakes
6:39 - Making Your Ask/s
7:09 - Takeaways
8:01 - Outro

[stevebarsh]

If you have additional BEST PRACTICES about investor updates please add them in the Comments below! Thx for watching! - Steve

[kchwophy]

I've lived through my investors asking for all the wrong things in updates. Long, winding and mostly irrelevant information. Glad to see you hit the nail right on its head (for founders)

[maironsandoval]

This literally couldn’t be better timing

[patrickesmonde]

This is great Steve--thanks! These points are great--but it would be great if you could post an example of what this actually looks like in writing. An example of an update when things are going well and one where they're not would be helpful to see. Doesn't have to be a real company or real numbers--just looking to get a better example of good language to include. Also, could you explain any additional standard appendices that should be included? I would assume the 3 standard financials (P&L, Balance Sheet, Cash Flows), but are there others that should be on this list that get sent with every update? Thanks again for your excellent work in this space.