Free Template

Investor Update Dashboard: Financials, KPIs, and Benchmarks at a Glance

Founders write long updates investors skim in 90 seconds. This template lays out the metrics investors actually read: ARR, burn, runway, NRR, cap table, and KPIs benchmarked against Series A standards. Live tiles, trend lines, no prose.

What you get:

  • P&L snapshot and cash runway tracking
  • KPI dashboard: growth, retention, unit economics, Rule of 40
  • Cap table breakdown and fundraising history
  • Highlights, lowlights, and investor asks
  • 2026 Series A benchmarks built in for instant comparison
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