Free Playbook

The Ultimate Investor Update Template

The exact format, with clear instructions and tips for every section Want to turn your investors into evangelists? This is the investor update template Forecastr CEO Steven Plappert has used for years to build credibility, engagement, and goodwill across several oversubscribed rounds. It's not just the format–it's the mindset. You'll get the structure, the strategy, and the small things that make a big difference.

What’s Included?

Get the full template

The exact layout Steven uses–built to be clear, scannable, and useful.

Learn the update strategies

Understand the philosophy that keeps investors engaged between raises.

Start building momentum

Use updates to build trust, unlock warm intros, and stay top-of-mind.

Download the free playbook

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