This letter template is perfect for updating investors on the financial status and other developments at a startup they have helped to fund. Business owners and managers can adjust the wording as needed to suit their situation.
Sample text from Investor Update Letter:
{Date}
To: {Name}
{Address}
{City, State, Zip}
Dear {Investor},
I’m reaching out to update you on the latest at {Business Name}. As you are one of our most valued investors, I want to let you know personally how much I appreciate not only your investment but your faith in our {product/service} and mission.
Thanks to backers like you, we are seeing a profit. I’ve attached {report/prospectus/etc.} for your reference. I’d like to specifically highlight {sales or other financial achievement or metric}. Revenue growth is on track with our earlier predictions. There was one recent change to our management team: {describe}.
Other milestones and developments since last we spoke include:
Market trends indicate that {likely future}. Client feedback, as well as competitor research, confirms that {Business Name} is well-positioned in the market. Our next challenge will be {challenge}.
As always, I want to be completely transparent. I need to let you know about {problem/issue}. Fortunately, the business was already well-positioned to deal with this curveball. We immediately {action steps taken}. I am confident that {eventual resolution}.
Please don’t hesitate to reach out any time you would like insights on what is going on over here at {Business Name}. We wouldn’t be where we are today without you, and my door is wide open anytime you’d like to stop by. Or just drop me a line. Your feedback is invaluable. Again, thank you.
Sincerely,
Sender
