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Peak Docs / Investor update template

Report regularly.
Honest and short.

Pick an occasion, write the month's essentials and see whether the update reads in two minutes. The example is fictitious.

For which occasion?

Change the title. The document next to it reacts instantly.

Edit all texts and sections ↗Test the document directly ↗
Local demo with sample data
Document · previewPreview reacts instantly
Peak DocsLocal demo with sample data

Update, sample start-up Fjord (fictitious)

Progress: first product live with the pilot customer. Key figures: enter [revenue], [active customers]. Stuck: hiring in sales takes longer.

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailSummary, sections & next step
01

Your draft

Make it yours.

Additional sections

Owner, e-mail and first paragraph are always included in this demo.

JSON file for your local draft. Not an import into Peak Docs.

01 / A good update

Progress, key figures,
one concrete ask.

An update names what moved, what is stuck, the key figures and where investors can help. Placeholders mark where your own numbers belong.

01 / The contextYour current draft

A beginning
that says what it is for.

Peak Docs · local preview
Update, sample start-up Fjord (fictitious)

Progress: first product live with the pilot customer. Key figures: enter [revenue], [active customers]. Stuck: hiring in sales takes longer.

Context → Sections → Next step

Your title says what this document is for.

02 / The sections
3visible sections
01Owner02E-mail03First paragraph
03 / The next stepText preview

And then?
A clear next step.

Ask: introductions to sales leads in our industry.

Test it in the document directly above.

02 / Three typical months

Same update.
Different month.

Good month, difficult month or update before a round: switch the example and see how the tone changes.

Another example replaces the current demo draft.

  • 01 / MonthSelected

    A good month.

    Name successes without exaggerating, and still make an ask.

    Good month

    „Update, sample start-up Fjord (fictitious)“

    3 sections · Only the basic parts
  • 02 / MonthSample document

    A difficult month.

    Name problems early and openly, with the plan that goes with them.

    Difficult month

    „Update, sample start-up Fjord (fictitious)“

    4 sections · Due date
  • 03 / RoundSample document

    Before a funding round.

    Summarise where you stand before conversations begin.

    Before the round

    „Update before the next round (fictitious)“

    4 sections · Project

03 / Move on deliberately

Your update is a beginning.

Download the draft locally. In Peak Docs you start with the “Board update” document type and share a released snapshot as a read-only page via link. Sending from Peak Docs is planned.

Your context, your sections and your next step — as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

Does Peak Docs send the update to investors?

No. Sending and scheduling are planned. Today you share a released snapshot as a read-only page via link.

Can I see who read the update?

No. Read tracking for recipients is planned and not available yet.

Which document type fits?

The “Board update” document type, meant for investors or an advisory board.

Is anything saved while I try it?

No. The demo runs only in your browser and creates no document. A file is only created when you download it yourself.