Startups & Fundraising template
Investor update
KPIs, wins, misses, asks and runway, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Kitewire investor update, May). Explore it and ask its agent anything.
What's inside
The monthly update investors actually read: KPIs, wins, misses, cash and runway, and the specific asks where they can help. WZRD AI fills these tabs from your material.
This month
Investor update, KPIs and TrendWins & misses
Wins and MissesAsks
How you can help and Offer helpIts AI agent: Update assistant
Answer investor questions about the month's numbers, wins, misses and asks, from the update. Collect offers of help. Don't speculate about valuation or future rounds.
Who it's for
- Made by Investor Relations, Accelerator, Founder and CFO
- For potential acquirer, accelerator mentor, investor and board member
- In Startup, Venture Capital, Technology and SMB
When to use it
- Before outreach: a Investor Relations sends it to the potential acquirer
- After investor interest: a Accelerator sends it to the accelerator mentor
- During diligence: a Founder sends it to the investor
- Before board meeting: a CFO sends it to the board member
- After a major milestone: a Investor Relations sends it to the potential acquirer
What WZRD needs
- Monthly update + KPIs
- Pitch deck + metrics
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create an investor update for Startup before outreach, using my monthly update + KPIs.
Questions
What is an investor update in WZRD?
KPIs, wins, misses, asks and runway, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Boardroom.
What do I need to make one?
Usually monthly update + KPIs and pitch deck + metrics. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Investor Relations, Accelerator, Founder and CFO, for potential acquirer, accelerator mentor, investor and board member.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create an investor update for Startup before outreach, using my monthly update + KPIs." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.