Peak Docs · Use case · Investor updates
Investor updates
with a clear line.
Board and investor updates with clarity on opportunities and risks: a pattern in three steps, a checklist and honest answers to typical sticking points.
Where do you want to make progress?
Write three sentences on the status that make sense even without numbers.
Status. Risk.
Ask.
A good update also says what's going wrong.
Investors and advisory boards want to judge where the company stands. Write your update in Peak Docs to a fixed pattern: status, opportunities, risks, ask. Earlier updates stay comparable as versions, and you release a version as a read-only page or export it as PDF.
Have this ready for the update.
- Your metrics from your own source
- The last update for comparison
- A specific ask for the readers
The learning path
An update in three steps.
Record the status
What has changed since the last update?
- Write three sentences on the status that make sense even without numbers.
- Give every metric with its source and cut-off date.
- Keep numbers that should stay fixed as a frozen variable.
A traceable status with sources.
If you get stuck
When the update gets stuck.
My numbers keep changing.
Record the state at the cut-off date for the update. Frozen variables stay unchanged even if you update the source later. Metric blocks with live data are planned.
I want to send the update to many investors.
Peak Docs sends nothing today. You share the read-only link yourself or attach the PDF. Sending and scheduling from Peak Docs are planned.
Can I see who read the update?
No. Recipient read analytics are planned and not available today.
Your quality check
Is your update ready to go?
Tick what you have checked. Your selection stays in this view only.
0 of 3 points checked
What this article is based on.
Editorial pattern with a made-up structure and no real numbers. Versions with diff, the decision block, frozen and live variables, public read-only pages and PDF export exist in Peak Docs today. Metric blocks with live data, sending and read analytics are planned.
- Editorial demo
Editorial example with made-up sample data. It describes features Peak Docs has today; everything else is marked as example, concept or planned.
Your next update has a clear line.
Create your update in Peak Docs and compare it with the last one.
Frequently asked questions
Do investors see my drafts?
No. Through the read-only link they only see the snapshot you release.
Can I protect links with a password?
Not yet. Password-protected links and guest access are planned.
Can I export the update?
Yes, as PDF, Markdown or HTML. DOCX is not available.