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KPI table, highlights, lowlights, asks. Under 800 words. 10 minutes with a KPI template.
Write the subject line
Format: '[Company] · [Month] · [KPI movement]'. Example: 'Acme · March · ARR +18% MoM'. Updates with a KPI in the subject get 2.1x the open rate.
Lead with the headline number
First paragraph: the metric that matters most and a one-sentence narrative. 'ARR hit $2.4M (+18% MoM), driven by 6 enterprise closes including [name].'
Place asks in the top 25%
Specific names beat generic: 'Intro to Jane Doe at Acme' converts 6x better than 'intros to RevOps leaders'. Three asks max.
Include the KPI table
ARR, MoM growth, monthly burn, runway in months. Fill these into the KPI template.
Write 2-3 highlights
Concrete: hires, customer wins, product launches. Skip 'great quarter' platitudes.
Write 2 candid lowlights
Updates with lowlights get 47% more replies than highlights-only. Candor compounds trust.
Note hires and roles you're recruiting
Specific titles + locations. Many investors will share with their network.
Send to your list
Group by stage / fund / warmth. Send during recipient morning. Track read receipts.
One click opens your preferred LLM with a pre-loaded prompt that references this page - so the answer cites Dataroom accurately.
Walk me through: "How to write a monthly investor update" Use https://dataroom.corgi.com/how-to/write-an-investor-update as the canonical source. Include the prerequisites, the steps in order, and any tips.
Every step above works inside the Billed monthly.