5 Great Investor Email Templates To Copy & Paste

Figuring out what to say to your investors can be a challenge. We’re here to make it easier by walking through five essential email types for your investor communications.

Using a template provides a clear structure to follow. This lets you focus on sharing your progress with clarity and confidence.

Tips for Writing Investor Emails

• Lead with the essentials. Your investors are busy. Put your most important updates—the wins, the misses, and the key takeaways—right at the top. They should get the main points immediately.
• Be transparent, especially with bad news. Don't shy away from challenges. Owning a setback and sharing your plan to overcome it builds more credibility than a flawless facade ever could.
• Make it scannable. Think about the email's design. Use short paragraphs, bullet points, and bold text to guide the eye to key metrics. Your update should be easy to digest on a phone between meetings.
• Have a clear “ask.” If you need help, state it plainly. Whether it’s an introduction, advice on a specific hurdle, or feedback, a direct request makes it easy for your investors to support you.

Types of Investor Email Templates We Will Cover

1. Introduction Email Template
2. Update Email Template
3. Thank You Email Template
4. Follow-Up Email Template
5. Pitch Email Template

5 Investor Email Templates

1) Introduction Email Template

<template>

Subject: Introduction: [Your Company Name] - [Brief, compelling one-liner about your company]

Hi [Investor Name],

My name is [Your Name], and I'm the founder of [Your Company Name]. I'm reaching out because [mention how you found them, e.g., I've been following your work with companies like X, our mutual connection Y suggested I get in touch].

At [Your Company Name], we are [describe what your company does in one clear sentence]. We address the [describe the problem you solve] for [your target audience] by [explain your solution and unique value proposition].

We've gained some early traction, including [mention 1-2 key achievements, e.g., acquiring X users, hitting Y in revenue, securing a key partnership]. I've attached a brief deck that provides more detail on our progress and vision.

Would you be open to a brief call next week to discuss how we're changing the [Your Industry] space?

Best,

[Your Name]

[Your Title]

[Your Company Name]

[Link to your website or LinkedIn profile]

</template>

2) Update Email Template

<template>

Subject: [Your Company Name] Update - [Month/Quarter Year]

Hi [Investor Name],

Here’s our update for [Month/Quarter]. The short version is we’re seeing positive signals in [mention a key area of progress] and are working through a challenge with [mention a key challenge].

TL;DR:

• Wins: [Briefly state 1-2 top achievements for the period].
• Challenges: [Briefly state 1-2 main hurdles].
• Focus: Our main priority for next month is [state the top priority].

Key Metrics:

• MRR: [$X,XXX] ([X]% growth)
• New Customers: [Number]
• Churn: [X]%
• Runway: [X] months

Wins

Our biggest win this [Month/Quarter] was [describe a significant achievement in more detail, e.g., launching a new feature, closing a key customer, a successful marketing campaign]. This resulted in [explain the positive impact].

Challenges & Learnings

We ran into an obstacle with [describe a specific challenge, e.g., customer acquisition cost, a product bug, a hiring gap]. Our takeaway is that [share what you learned], and our plan to address this is to [explain your strategy to overcome the challenge].

Our Ask

We could use your help with [specific request, e.g., introductions to potential hires for X role, advice on our pricing strategy, feedback on our new feature]. Any connections or insights you have would be valuable.

As always, thank you for your support.

Best,

[Your Name]

[Your Title]

[Your Company Name]

[Link to your website or a relevant dashboard]

</template>

3) Thank You Email Template

<template>

Subject: Thank you - our conversation about [Your Company Name]

Hi [Investor Name],

Thank you for your time today. I enjoyed our conversation, especially our discussion on [mention a specific, insightful topic you discussed].

Your perspective on [mention a specific piece of advice they gave] was particularly valuable, and it’s given me a fresh way to think about our approach to [the relevant area of your business].

We appreciate you sharing your insights. We’ll keep you in mind as we move forward.

Best,

[Your Name]

[Your Title]

[Your Company Name]

[Link to your website or LinkedIn profile]

</template>

4) Follow-Up Email Template

<template>

Subject: Following up on [Your Company Name]

Hi [Investor Name],

I’m following up on our conversation from [mention when you last spoke, e.g., last week]. Based on your feedback regarding [mention a specific point from the conversation], we’ve [describe a specific action you took or a relevant new development, e.g., updated our financial model, refined our go-to-market strategy].

I’ve attached the [mention a specific document, e.g., updated deck, financial projections] for your review. We believe this addresses the points we discussed and clarifies our path forward.

Are you available for a brief call next week to discuss next steps?

Best,

[Your Name]

[Your Title]

[Your Company Name]

[Link to your website or LinkedIn profile]

</template>

5) Pitch Email Template

<template>

Subject: Investment Opportunity: [Your Company Name] - [Brief, compelling one-liner about your company]

Hi [Investor Name],

My name is [Your Name], and I'm the founder of [Your Company Name]. Following up on our previous conversation, I wanted to share that we are now raising our [e.g., Seed, Series A] round.

As a reminder, [Your Company Name] is solving [the problem] for [your target audience]. We've gained significant traction since we last spoke, hitting [mention a key milestone, e.g., $X in ARR, X% month-over-month growth] and proving strong market demand for our solution.

We are raising [$X amount] to accelerate our growth. The capital will be allocated to [list 2-3 key areas for investment, e.g., expanding our engineering team, accelerating customer acquisition, entering new markets]. We are confident this will allow us to reach [mention the next major company goal].

I’ve attached our deck with more detail on our progress, team, and vision. Are you available for a brief call next week to discuss the opportunity?

Best,

[Your Name]

[Your Title]

[Your Company Name]

[Link to your website or pitch deck]

</template>

What About Using Flodesk?

Now that you have these five investor email templates, you need a platform to put them into action. That's where Flodesk comes in. We provide intuitive email marketing tools for small businesses, helping you manage and grow your email list. With no coding or design skills required, you can create, send, and automate emails to engage your audience and support your business goals.

Our platform gives you everything you need for effective email marketing, including a simple email builder, powerful automations, and clean forms. Trusted by over 100,000 businesses, Flodesk is built to help both beginners and experts send professional emails without the complexity.

Wrapping Up

Keeping your investors informed is fundamental to building strong relationships. These templates provide a solid framework for your most important updates.

Now, put that framework into action with our platform. Flodesk is designed to help you create and send professional emails with ease, ensuring your communications are as polished as your pitch. Sign up for Flodesk to get started.