Pitchkit

Investor Updates

Create professional investor updates with templates and guidance. AI helps you write better, then copy and send via your email client.

Overview

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.

Structured Templates

5 templates for different update types

AI Improvement

Enhance any section with one click

Easy Sending

Copy content and emails to your client

How It Works

1
Choose a template

Select from monthly, quarterly, milestone, first update, or re-engagement templates.

2
Write with guidance

Each section includes tips on what to write and why it matters to investors.

3
Improve with AI (optional)

Use AI to sharpen any section: more specific, more impactful, same voice.

4
Copy and send

Copy the formatted update and recipient emails, paste into your email client.

Available Templates

Monthly Update

Concise monthly summary: highlights, key metrics, challenges, and asks. Best for active fundraising or recently closed rounds.

Quarterly Update

Comprehensive review: quarter summary, detailed metrics, roadmap, and asks. Best for established investor relationships.

Milestone Announcement

Share big news: the headline, why it matters, and what's next. Best for funding, launches, or key hires.

First Update

Post-close communication: thank you, company snapshot, and 90-day plan. Sets expectations with new investors.

Re-Engagement

Reconnect with cold leads: quick recap, progress since last touch, soft ask. Shows momentum to investors who passed.

Best Practices

Tips for investor updates that get read and build trust:

Be concise: Investors are busy. Lead with headlines, keep sections scannable.
Use specific numbers: "MRR grew 25%" beats "strong revenue growth". Metrics show momentum.
Be honest: Share challenges too. Investors respect founders who acknowledge reality.
Make asks: Be specific about how investors can help. Vague asks get ignored.
Send consistently: Monthly or quarterly on a schedule builds trust. Silence worries investors.

CRM Integration

The "Get recipient emails" feature connects to your investor CRM:

  • Filter by status: Select investors who invested, are in process, contacted, etc.
  • Copy emails: Get a comma-separated list for your email client's BCC field.
  • Privacy tip: Use BCC to keep investor emails private from each other.

AI Improvement

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.

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