Keeping investors updated? Get pro tips to write the perfect update email.
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In the keep-in-touch phase of investor relationship management, we’ll get asked the question: how do you write a follow up email to an investor? Whether an advisor newsletter, monthly investor update, or ad hoc investor update email, you’ll need a careful balance of informing and getting to the point to keep your audience engaged. In this Dose, Steve Barsh, Managing Partner at Dreamit Ventures, shares his best practices to write the perfect investor update. Central to this topic are questions like How do I email an investor update? What should an investor update include? When should I send investors updates? This video can serve as an investor update how to guide and includes investor update email template ideas and investor update example drafts. That’s the art of how to send investor update emails in a short 8-minute Dreamit Dose!

0:00 - Intro
0:45 - Investor Update Litmus Test
1:09 - Starting Your Email
3:00 - BLUF Topic Examples
3:46 - Adding Light Commentary
4:33 - Revenue, Traction, Financials
5:41 - Other Common Mistakes
6:39 - Making Your Ask/s
7:09 - Takeaways
8:01 - Outro