Monthly Board Update Template — Free Google Docs Template
A structured template for investor and board updates. Fill in the sections, send it out.
Preview of the Board Update Template showing structured sections for metrics, highlights, and asks
Most founders dread writing board updates because there's no structure. This free Google Docs template gives you a repeatable format for monthly or quarterly investor updates.
The template includes sections for key metrics (runway, burn, MRR, team size), highlights, challenges, help wanted, and a financial summary. Each section has brief prompts to guide what to write. Fill it in, export as PDF, and send.
For founders who want their board update to write itself from live data, RunwayCal's board viewer generates a shareable dashboard with all these sections — populated automatically from your financial data.
What's included
- Company header section (logo, date, period)
- Key Metrics table: Runway (months), Monthly Burn, Total Cash, MRR/Revenue, Team Size, Deals in Pipeline
- Highlights section with writing prompts (what went well this month)
- Challenges section with writing prompts (what's not working)
- Help Wanted section (specific asks for investors — intros, advice, hiring referrals)
- Financial Summary section: burn breakdown, cash trajectory narrative, notable expenses
- Product & Engineering Update section
- Key Hires / Team Changes section
- Next Month Focus section
- Clean, professional formatting ready for PDF export
How to use this template
Make a copy
Click "Use this template" to create your own copy in Google Docs.
Update the header
Add your company name, logo, and the reporting period.
Fill in your metrics
Enter your current runway, burn rate, cash, revenue, and team size in the metrics table.
Write your narrative
Follow the prompts in each section to write highlights, challenges, and asks.
Export and send
Export as PDF from Google Docs (File → Download → PDF) and email to your investors.
What this template can't do
- Metrics are manually entered — you pull them from wherever you track them
- Static document — once sent, it's a snapshot that can't be updated
- No charts or visualizations — just text and tables
- Takes 1-2 hours to write and format each month
RunwayCal generates your board update from live data
RunwayCal's board viewer is a live, read-only dashboard investors can access via secure link — no login needed. Key metrics, cash trajectory chart, burn composition, deal pipeline, MRR waterfall, and your founder notes — all populated from your actual data. Export as branded PDF with one click.
- Secure board viewer — live dashboard, no investor login required
- Founder Notes section (Highlights, Challenges, Help Wanted) built into Mission Control
- Branded PDF export with your company logo
- Investor email sharing directly from RunwayCal