Resources - Investory

Resources

We have put together a variety of resources for supporting your reporting and communication efforts with Investors.

Update Templates

Excel / gSheets Templates

Libraries & Guidelines

Standard Investor Update

Investory’s standard monthly update, from startups to their investors

investory.io – Template

Excel Import Template

Download the latest Excel template which you can import into investory.io

Excel Import Template

Getting Started with investory.io

A quick guide to help you get started with your investory.io dashboard

Library

Meeting Agenda

Plan out your meetings effectively

investory.io – Template

P&L Metrics Template

Understand and take care of your finances

Google Sheet Template

Meeting Minutes

Record and review important details

investory.io – Template

Standard KPI Template

The best way to measure your startup’s progress

Google Sheet Template

investory PRO Feature Guide

Get familiar with the new features of investory PRO

Library