# Write a monthly investor update with metrics, cash, and asks

A concise, honest update to investors with key metrics, wins, challenges, cash position, and specific asks.

- Topic: Email & Workplace Communication
- Framework: RTF
- Level: Standard
- Tags: Data & Analytics, Write, Summarize, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/write-a-monthly-investor-update-with-metrics-cash-and-asks

## Prompt

```text
Write my monthly investor update.

**Company and stage:** [DETAILS]
**Key metrics this month vs. last month and plan:** [PASTE: revenue or ARR, growth, burn, cash, runway, customers, pipeline, headcount]
**Highlights:** [WINS - customers, launches, hires]
**Lowlights and challenges:** [WHAT went wrong or is behind plan]
**Cash and runway:** [CASH BALANCE, NET BURN, MONTHS OF RUNWAY, fundraising status]
**Asks:** [specific introductions, hires, advice]

Format:
1. A 3-sentence TL;DR at the top.
2. A metrics table with this month, last month, and plan.
3. Highlights (3-5 bullets).
4. Lowlights (2-4 bullets), each with what we are doing about it.
5. Cash and runway, stated plainly.
6. Asks: specific and easy to act on (name the type of person, company, or expertise).
7. A one-line thank-you.

Rules:
- Same structure every month so investors can compare.
- Bad news stated directly and early; no spin.
- Use exactly the numbers I provide; mark missing ones [ADD].
- Under 500 words.
- Do not include confidential customer details without permission.
```

## What to fill in

- DETAILS
- WINS - customers, launches, hires
- WHAT went wrong or is behind plan
- CASH BALANCE, NET BURN, MONTHS OF RUNWAY, fundraising status
- specific introductions, hires, advice
- ADD

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.