Prep recurring board and investor updates as a repeatable checklist, so every deck assembles the same calm way.
Founders preparing monthly or quarterly investor updates.
Quick answer
The Board & investor updates template is a ready-made workspace for Founders preparing monthly or quarterly investor updates.
Board & investor updates template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Board prep
Q3 board deck
Parent issue; sub-issues cover metrics, narrative, asks, and appendix.
Pull the quarterly metrics pack
Draft the three board asks
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
First of the month
Then
Generate the monthly update issue from the checklist template
When
Update moves to 'Sent'
Then
Create follow-up issues for any asks raised in the meeting
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
FAQ
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