Investor Update • Ready for diligence
Founded 2026 • Global-ready • Scalable model

A clear story + real traction — built for investor confidence.

Replace this with your one-sentence value proposition: what you do, who it’s for, and the measurable result. Keep it concrete and outcome-driven.

Request Deck Book a Call Typical response: 24–48h
Key Metrics Last 90 days
$120kRevenue / ARR (placeholder)
+18%MoM Growth (placeholder)
42%Gross Margin (placeholder)
3.1xLTV / CAC (placeholder)

Tip: show one chart and 3–5 hard metrics. Investors want proof fast.

Quick Links Diligence

• Data room: (add link)
• One-pager: (add link)
• Financials: (add link)

Problem Pain

What’s broken today

Explain the pain in one paragraph. Keep it specific and measurable (time wasted, cost, errors, low conversion).

Solution How you win

Your approach

What you built and why it’s different. Focus on outcomes: faster, cheaper, higher conversion, better retention.

Advantage Moat

Defensibility

Data, distribution, partnerships, workflow lock-in, unique supply, or compounding SEO — only what’s true.

Traction snapshot Update weekly
Activation → Retention progress (placeholder) 68%

What’s working

  • Channel that scales

    Example: SEO, partnerships, outbound, paid. Add proof (CPL, CAC, conversion).

  • Strong customer pull

    Add customer quotes or pipeline numbers to show demand.

Near-term milestones

  • Milestone #1

    Example: launch in 2 new markets, close X partners, reach $Y MRR.

  • Milestone #2

    Example: improve conversion +15%, reduce CAC by 20%, ship core feature.

Why now Timing

Add 3 bullets about timing: trend shift, buyer behavior, tech change, regulation, supply change.

+ Tailwind Example: demand growing in your niche
+ Differentiator Example: distribution advantage or proprietary data
+ Urgency Example: expansion window this quarter
Market TAM / SAM / SOM

A market big enough to matter

Keep this simple: who pays, how often, and what the spend looks like. Use a credible source in your real version.

$8BTAM (placeholder)
$2BSAM (placeholder)
$250MSOM (placeholder)
Business Model How you make money

Revenue engine

Example: subscription + usage fees, marketplace take-rate, lead-gen, or enterprise contracts.

  • Pricing

    Starter / Pro / Enterprise (or take-rate %). Add a range.

  • Unit economics

    Gross margin, CAC payback, retention. Add real numbers when ready.

Team Why you’ll win

Built by operators

Add 2–4 bullets with the most credible experience only: domain expertise, growth wins, technical depth, partnerships.

Founder

Short credibility line (previous role, outcome, domain).

Growth / Sales

Distribution strength + past results (pipeline, conversions, partnerships).

Engineering / Product

Execution speed, reliability, and product depth.

The Raise Round details

Raising to accelerate growth

Replace with your actual raise details. Investors want clarity: amount, instrument, use of funds, milestones.

$500kTarget raise (placeholder)
SAFEInstrument (placeholder)
Q2 CloseTarget timeline (placeholder)

Use of funds

  • Product

    Core features, reliability, automation.

  • GTM

    Sales, partnerships, paid tests with strict CAC targets.

  • Team

    Key hires tied to milestones.

Milestones after this round

  • Revenue

    Reach $X MRR / ARR (replace).

  • Expansion

    Launch in Y markets / segments (replace).

  • Efficiency

    Improve conversion +Z% / reduce CAC (replace).

Investor FAQ

Click to expand
Explain in 2–3 lines: target customer, core pain, measurable benefit, and what they use today.
Short answer: pricing model, average contract / take-rate, margin, and what drives expansion.
Keep it honest: distribution advantage, proprietary data, supply partnerships, workflow lock-in, or compounding SEO.
Product + GTM + key hires tied to milestones. Investors care about what changes after capital.
Call 15–30 min

Book a short call

Add your calendar link here (Calendly, Google Calendar appointment schedule, etc.).