Business Plan Templates
Investor Update Letter template

Sample text from Investor Update Letter:


To: {Name}


{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.



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