17 Investor Update tips

Sending timely investors updates is a best practice. Choose a schedule and stick to it. The consistency forces rigor and discipline that will cascade through your company's culture.

17 things to keep in mind when you write your update:

1. Use a template - consistency will save you time
2. Send via mail merge - more engagement and easier replies.
3. Use distribution groups - make reoccurring sends easy.
4. Draft with your team - create alignment and share responsibility.
5. Send yourself a test - before clicking send, make sure it looks good.
6. Send from your address - don't use a tool that obfuscates your email.
7. Draft on behalf - allow your teammates to get started without you.
8. Schedule send - Set it and forget it. Or fix something last second.
9. Engagement metrics - keep an eye on who's engaging. It's interesting.
10. Don't start from scratch - use an old update as a starting point.
11. {{variable fields}} - Personalization is a small touch that makes a difference.
12. Fine-tune recipients - Tweak your distro group per send if necessary.
13. Include your pipeline - so investors can volunteer to help sell.
14. Plaintext - html emails are v annoying for investor updates.
15. Compile updates - with Cabal, updates are compiled & accessible.
16. Replies to your inbox - make sure replied go straight to you.
17. Include Shout Outs - create a pavlovian response for contributors.

All of these things are built into Cabal. And they're free.

Try them here: getcabal.com