Managing investors
Getting investor-ready, surviving the raise, and reporting like a pro afterwards.
The founder's guide to managing investors (without a finance team)
A plain-English guide to managing investors when you're a non-finance founder — getting ready, surviving due diligence, and keeping investors warm — without hiring anyone.
Read the guide →After the raise
- How to keep multiple investors updated (without 12 separate emails)Raised from a dozen angels and SEIS investors? Here's how to keep them all updated without sending 12 separate emails — one source of truth, scoped access for each.5 min
- How to report to investors without a finance teamNo CFO, no finance team, still expected to report to investors? Here's how to do investor reporting properly at seed stage — plan vs actual and a scoped investor room.5 min
- How to write a monthly investor update (template + the faster way)A simple monthly investor update template you can copy — what to include, in what order — plus the faster way to write one in minutes from your live numbers.6 min
- Investor update examples that actually keep investors engagedReal investor update examples — the good, the boring and the worrying — plus what actually keeps investors engaged, and the faster way to write yours.5 min
- Plan vs actual: how to show investors you're on track (or own it when you're not)Plan vs actual is how you show investors you're tracking the plan you raised on — or own it honestly when you're not. Here's how it works, and how to run it automatically.6 min
- SEIS/EIS compliance after you raise: what you must not missRaised under SEIS or EIS? The relief can be clawed back if you slip up in the three years after. Here's what to watch — including the 3-year rule — in plain English.6 min