The Best Investor Update Templates

Find the best templates to send investor reports and shareholder updates. Keep your existing or potential investors engaged.

What Are Investor Updates?

Investor Updates are the reports a company periodically shares with its investors, which include business and financial metrics and qualitative progress updates.

It is mandatory for Public companies to report their numbers on a quarterly basis. It is optional for most Private companies, although some shareholders' agreements include a clause of "Right of Information", which requires the company to share certain details on a monthly, quarterly or annual basis.