The investor update, done in 10 minutes.

Purpose-built for founders and CEOs as an easy, yet essential reporting tool to investors.

Screenshot of a digital report titled 'September 2026' with financial data and updates for a company, including revenue, customers, burn rate, cash reserves, and headcount, on a dark-themed interface with options for regenerate, edit text, copy all, copy email, and download PDF.
Screenshot of a digital report titled 'September 2026' with financial data and updates for a company, including revenue, customers, burn rate, cash reserves, and headcount, on a dark-themed interface with options for regenerate, edit text, copy all, copy email, and download PDF.
Screenshot of a webpage titled "September 2026" showing business data and metrics related to revenue, customers, burn, cash, and headcount, with navigation options at the top.
Screenshot of a webpage titled "September 2026" showing business data and metrics related to revenue, customers, burn, cash, and headcount, with navigation options at the top.

A new way to update your investors. Purpose-built for founders & CEOs with an AI workflow at its core, OnRecord gives the info your investors want, nothing they don’t.

See a sample page
Start this month’s update
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Add the Numbers

Securely add data through a guided process – actuals, last month’s plan and a high-level overview of the next month.

A 3D wireframe illustration of a rectangular package or box with six rectangular sections at the top and four lines of text below.

Build the investor update

OnRecord builds the investor update and goes to work showing variance to plan, what changed and why. You can edit every line.

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Send as PDF + cover note

OnRecord adapts to your brand’s design. It generates a PDF and prepares it for you with a pre-written short email.

You enter the numbers & info. OnRecord gives you a 1-page investor update in minutes – this month vs last, plan vs actual – all the critical metrics they want to see… and nothing else. Not a fluff piece.

Investor updates that match your brand

The update uses your logo, colours and type, so it reads as a letter from you rather than a generic template. The layout stays the same every month, which is what makes it easy to scan. You can change any line, then download the PDF or copy a short cover note and send.

Multiple colorful infographic panels displaying business progress reports, including revenue, customers, burn rates, and milestones from October 2025 to September 2026.

You don’t start from scratch

Last month’s numbers and the priorities you wrote are already in the form, so you are not rebuilding the story from old emails. You only add what changed this month. All-up, it takes about ten minutes.

Screenshot of a user interface displaying stakeholder updates and new update forms for September 2026 with options to select the month, enter numbers, priorities, and generate or cancel updates.

All the usual questions, in the right tone

We ask for the things investors look for each month: what moved, plan versus actual, financials, what you’ll do next, and anything you want help with. Your notes are tightened into short, investor-friendly sentences.

A screenshot showing documents with notes and data. One document has a note titled "Wins" with entries about exceeding revenue targets. Another document compares planned versus actual data for revenue and customers, with percentage differences. A section has circled words "Tidied" and "Undo".

I was always too busy running the business to manage investor comms. This caused a lot of grief with my shareholders, who wanted to be kept up to date regularly. OnRecord has made it easy – it reminds me, and it takes my accountant and me 10 minutes to pull the numbers and complete the report each month. Investors happy, I’m happy. ”

Melanie Hawkins, Co-founder, Ao Skincare

“

Ways founders and CEOs use OnRecord for their investors.

Investor Update Guides for Founders
Investor update example
Investor update example

A worked investor update example for a seed-stage company. Revenue beat plan. Onboarding missed. Both are on the page, with last month and the plan beside each number.

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Monthly investor update template
Monthly investor update template

The template is one page, sent on the same day each month, with the same numbers in the same order. The plan sits beside the actual. Empty sections stay off.

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I used to send 50-page decks. Investors wanted a page.
I used to send 50-page decks. Investors wanted a page.

I used to put investor updates off, then overcompensate with a 50-page deck. As an investor I learned they wanted one page: plan vs actual, cash, and whether last month’s promises happened.

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What to include in an investor update
What to include in an investor update

Include the numbers that missed, the cash, and the list from last month. Most templates have nine sections. You need the ones an investor actually looks for.

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The Investor Update I Kept Avoiding (And Why You Do Too)
The Investor Update I Kept Avoiding (And Why You Do Too)

A late update is bad. A blank page is worse, so I waited. When I finally wrote, it became a highlight reel. Investors didn’t want theatre.

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What Investors Actually Want to See in Investor Updates
What Investors Actually Want to See in Investor Updates

The page that lands is short. Plan vs actual, why it moved, cash, last month’s promises, next 30 days, an ask if you have one. Nothing else.

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9 Things Every Shareholder Update Must Include
9 Things Every Shareholder Update Must Include

9 things belong in a regular shareholder update. Score last month’s letter against this list and cut the rest.

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