The Art of the Quarterly Investor Update

You owe your business to your investors… in more ways than one. It is not just their financial commitment that is important, but also their good will and continued confidence in you. To maintain a healthy relationship, a quarterly investor update is essential. Our top tips:

1. Be honest and authentic – talk about challenges and opportunities
2. Highlight results (bullets) of prior periods, especially related to goals.
3. Include graphs of key metrics. Year to year comparisons are important metrics to include.
4. Talk about current challenges and opportunities
5. Thank them for their confidence and support. Welcome a call or seek their assistance as needed.
6. Feature some press clippings if relevant.

Some great reference materials: Warren Buffett’s Berkshire Hathaway annual letters

Jeff Bezo’s Amazon annual letters