Create professional investor updates with templates and guidance. AI helps you write better, then copy and send via your email client.
Regular investor updates build trust and keep your backers engaged. Pitchkit provides templates and guidance to help you write updates that investors actually want to read.
5 templates for different update types
Enhance any section with one click
Copy content and emails to your client
Select from monthly, quarterly, milestone, first update, or re-engagement templates.
Each section includes tips on what to write and why it matters to investors.
Use AI to sharpen any section—more specific, more impactful, same voice.
Copy the formatted update and recipient emails, paste into your email client.
Concise monthly summary: highlights, key metrics, challenges, and asks. Best for active fundraising or recently closed rounds.
Comprehensive review: quarter summary, detailed metrics, roadmap, and asks. Best for established investor relationships.
Share big news: the headline, why it matters, and what's next. Best for funding, launches, or key hires.
Post-close communication: thank you, company snapshot, and 90-day plan. Sets expectations with new investors.
Reconnect with cold leads: quick recap, progress since last touch, soft ask. Shows momentum to investors who passed.
Tips for investor updates that get read and build trust:
The "Get recipient emails" feature connects to your investor CRM:
Each section has an "AI improve" button that enhances your writing:
AI makes your content more specific, data-driven, and impactful while keeping your voice. It won't add fluff or generic statements.
Tip: Link a pitch to give AI context about your company, industry, and stage for better suggestions.