Skip to main content

Investor and board templates

Investor and board reporting rewards consistency: the same sections, the same order, current numbers. These templates are built to be generated from your metrics rather than assembled the night before the deadline.

4 templates · background reading: Investor update software

Investor update template: the actual Google Docs template Google Docs

Investor update template

A founder's monthly written update to angels and VCs covering metrics, progress and asks, generated per reporting period from your data.

View template
Board deck template: the actual Google Slides template Google Slides

Board deck template

The presented version of the board pack, built in Google Slides and generated each cycle from your KPI and financial data.

View template
Board report template: the actual Google Docs template Google Docs

Board report template

The written pre-read pack sent to directors before a board meeting, generated per meeting from your KPI and financial data.

View template
LP quarterly report template: the actual Google Docs template Google Docs

LP quarterly report template

A fund manager's quarterly report to limited partners covering fund position, portfolio companies and each partner's capital account, generated one per LP.

View template

Common questions, answered

Will an automated investor update feel impersonal? +
Only if you automate the wrong part. The numbers, charts and tables are generated; the commentary stays yours. Keeping the narrative in a field next to the metrics means the finished update is complete when it generates, and you edit rather than assemble.
Can I generate a different version per investor or LP? +
Yes. Per-recipient sections — commitment, capital account, side-letter terms — are filters and loops over the same data, so one template produces every version in one run.

Start with a template, keep your own design

Connect your data, map the fields, and generate. Free plan, no watermark, no credit card.

Get Started →