Quarterly Investor Update Template

Create your quarterly updates for investors and LPs in minutes with this template.

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Built for PowerPoint & Google Slides.

As a fund manager, sending quarterly updates to your LPs and investors is critical to keep them informed on how you’re investing their capital. Michael Kim of Cendana Capital sagely noted that “quarterly updates can help foster the relationship so that you aren’t having to sell when you actually start your fundraising process.”

Creating your fund’s quarterly investor update is also a valuable exercise to step away from day-to-day minutiae and reflect on the β€œmacro” state of the fund. Get a jumpstart with this professionally designed template (based on Wischoff VC’s quarterly LP updates), which anybody can edit with ease in PowerPoint (or Google Slides).

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The key to creating a successful quarterly update is to keep it clear, crisp, and concise. Get a jumpstart with this professionally designed template (based on Wischoff VC’s quarterly LP updates), which anybody can edit with ease in PowerPoint (or Google Slides).

This fully-editable set of slides has everything you need to quickly craft an LP update, with four key slide templates for your investor letter, fund summary, list of investments, and portfolio company case studies β€” available in both a light and dark color scheme.

Font Used: Inter (free & open source)

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Quarterly Investor Update template for Fund Managers
Features
  • 4+ Slide Templates: Letter, Summary, Investments, Case Studies
  • Two versions (dark + light)
  • Compatible with Microsoft PowerPoint and Google Slides
  • 16:9 Aspect Ratio
  • 1-Click Branding (Font & Color Themes)
  • Ready-to-Use Slides
  • Pixel-Perfect Design
  • Well-Organized and Easy-to-Use
  • Free Updates
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