A professional investor update (monthly), done in 60 seconds.
Fill in your month / period, key highlights, key metrics and challenges / lowlights. Download a finished Word and PDF, ready to share.
Generate your investor update (monthly) →Monthly update memo sent to investors and advisors.
Fill in the form and click Preview Document to see your document here.
What's in your investor update (monthly)
- Company Name
- Your Name
- Month / Period
- Key Highlights
- Key Metrics
- Challenges / Lowlights
- Focus for Next Month
- Asks / How Investors Can Help
From blank page to finished investor update (monthly) in three steps
Fill the form
Month / period, key highlights, key metrics and challenges / lowlights. Every field is specific to an investor update (monthly).
Preview
See the finished document before you download — formatting, sections, and layout all visible.
Download
Word and PDF. One credit. Ready to send.
Frequently asked questions
What is a Investor Update (Monthly)?
An investor update keeps your existing investors informed between funding rounds: highlights, key metrics, challenges, and what you need help with. With Elevify, you fill in a short form and get a finished update as Word or PDF.
When should I use this template?
Built for founders who've already raised and want to keep investors engaged — not just present when it's time to raise again. Use it monthly — consistency here is what makes investors want to write the next check.
Can I add my own rows to the investor update (monthly)?
Yes. Dynamic row builders let you add as many rows as you need — nothing is limited to a fixed number of entries.
Can I upload my logo?
Yes. Your logo appears on the generated document, and you can also choose a style, accent color, and font.
Can I edit the document after downloading?
Yes. The Word file is fully editable. The PDF is a locked final version, ready to send.
How much does it cost to download an investor update (monthly)?
It costs $1.99 per download, or less with a credit pack. Credits never expire.