Investor updatesEmails & Messages

Monthly investor update emails

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  • Revisions within the package are free.
  • If you do not respond within 3 days of delivery, the work is accepted automatically.

The money is reserved when you pay and released only once you accept the work.

Monthly investor update emails

Example result

Example for the Standard package

Email sequence: 3-email welcome series for a sourdough baking course

Sending plan

EmailWhenJob
1Right after sign-upDeliver the guide, set expectations
2Day 3Solve the most common starter problem, build trust
3Day 6Offer the course with a 48-hour welcome price

Email 1: Your starter guide is here

Subject A: Your 7-day starter guide (and one tip before you begin) Subject B: {first_name}, day 1 starts with flour and water Preview: The one thing most beginners get wrong on day one.

Hi {first_name},

Here is your guide: Starter in 7 days. Print it or keep it on your phone next to the jar.

One tip before you begin: use a jar with straight sides and put a rubber band at the level of the starter after each feeding. In a few hours you will see exactly how much it rose, with no guessing.

Over the next week I will send you two short emails: one to fix the problem almost everyone hits on day 3, and one about baking your first loaf.

[Button] Download the guide

Happy feeding, Maya, Rise & Crumb

Email 2: Why your starter went quiet on day 3

Subject A: Day 3 and nothing is happening? Good. Subject B: The day-3 slump, explained in 2 minutes Preview: It is not dead. Here is what is going on.

Hi {first_name},

If your starter bubbled like mad on day 2 and then went flat, you are not doing anything wrong. The first bacteria to wake up are not the ones that make bread rise; they fade, and the yeast takes over around day 4 or 5.

What to do:

  • Keep feeding at the same time each day.
  • Move the jar somewhere around 24–26 °C (the top of the fridge works).
  • Swap 20% of the flour for whole wheat to give it more to eat.

[Button] Watch the 3-minute feeding demo

Email 3: Your first loaf, with a welcome price

Subject A: Ready to bake? Your welcome price ends Thursday Subject B: From a jar of starter to a crusty loaf Preview: 12 lessons, $69 for the next 48 hours.

Hi {first_name},

Your starter should be lively by now. The next step is the part the guide cannot show you: shaping, scoring and the bake itself.

The full course has 12 video lessons, a printable baking schedule and a troubleshooting section for flat, dense or sour loaves. For the next 48 hours it is $69 instead of $89.

[Button] Join the course for $69

Personalization fields: {first_name}, {signup_date}, {offer_deadline}.

Client: Rise & Crumb, an online sourdough course for home bakers ($89, lifetime access) Audience: people who downloaded the free "Starter in 7 days" guide Goal: turn new subscribers into course buyers within 6 days

The client and all details are made up.

About this service

A good investor update takes two minutes to read and makes it easy to help you. From your raw numbers and notes we write a monthly email with headline metrics, wins, misses explained plainly, cash and runway, and specific asks such as intros or hires.

What is included

  • What you getA ready update email per month with a subject line, and in higher packages a reusable structure you can fill in yourself next time.
  • TL;DR at the topThree lines for the busy reader
  • Metrics blockMonth over month, in plain text
  • Wins and lowlightsHonest, with what you are doing about it
  • Runway lineCash, burn and months left
  • Specific asksIntros, hires, advice

How it works

  1. 1
    NotesYou paste numbers and bullet points
  2. 2
    StructureWe sort them into the update format
  3. 3
    WritingWe write a tight, readable update

What we need from you

Your key metrics for the period and the previous one, main wins and problems, cash in the bank and burn, upcoming plans and what you need from investors.

We will ask you:

  • What stage is the company and who reads the update?
  • Which metrics matter most for you right now?
  • What do you want investors to help with?

Compare packages

PackagesBasic1 monthly update$15Standard2 updates + template$29PremiumQuarter of updates$55
Deadline1 day2 days4 days
Revisions123
Monthly updates123
Subject line options223
Reusable templateNoYesYes
Order BasicOrder StandardOrder Premium

Payment protection

You pay when you order, but the money is released only for accepted work.

  • Fixed priceThe package price does not change after you pay.
  • The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
  • Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
  • Free revisionsAsk for changes within your brief as many times as the package allows.
  • Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
  • Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
How it works →

Questions and answers

Will you check my numbers?

We use the figures you give us and point out anything that looks inconsistent, but the numbers remain your responsibility.

Can I paste data from a spreadsheet?

Yes, copy the rows as text into the brief. Spreadsheet files themselves we cannot open yet.

How do you handle a bad month?

Directly. Investors trust founders who report bad news early with a plan, so we state the problem and your next steps.

Did not find your answer?

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