Resources

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

Update Templates

Standard Investor Update

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

investory.io – Template

Meeting Agenda

Plan out your meetings effectively

investory.io – Template

Meeting Minutes

Record and review important details

investory.io – Template

Excel / gSheets Templates

Excel Import Template

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

Excel Import Template

P&L Metrics Template

Understand and take care of your finances

Google Sheet Template

Standard KPI Template

The best way to measure your startup’s progress

Google Sheet Template

Libraries & Guidelines

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Getting Started with investory.io

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

Library

KPI Library

Your startup KPIs and how to measure them

Library

Create Your Investor Update

How-to-guide for creating your updates to investors

Library

Connect Your Data

How-to-guide for connecting your data

Library

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investory PRO Feature Guide

Get familiar with the new features of investory PRO

Library

Documents & Other Information

Frequently Asked Questions

Advice and answers from the investory.io team

FAQs

Privacy Policy

Investory’s statement of privacy

Docs & Other

Security Policy

Investory’s statement of security

Docs & Other

API

Investor’s API (Beta)

Docs & Other