Investor Relations Framework
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Complete IR playbook for startups and growth companies managing investor communications, reporting, and capital market positioning.
| Month | Activity |
|---|---|
| Jan | Annual letter + board deck |
| Mar | Q1 update + fundraise prep (if needed) |
| Jun | Q2 update + mid-year strategy review |
| Sep | Q3 update + annual planning preview |
| Dec | Year-end close prep + investor holiday note |
Track and report these monthly:
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Complete IR playbook for managing investor communications, quarterly updates, cap table modeling, and fundraise readiness.
Built for founders, CFOs, and chiefs of staff who need a repeatable system — not another generic template.
# Investor Relations Framework Complete IR playbook for startups and growth companies managing investor communications, reporting, and capital market positioning. ## What This Covers ### Quarterly Investor Update Template - Financial summary (revenue, burn, runway, key metrics) - Product milestones and roadmap progress - Team changes and hiring pipeline - Risks and asks (be direct — investors respect honesty) - Forward-looking guidance with confidence ranges ### Annual Shareholder Letter - Year-in-review narrative (numbers + story) - Strategic priorities for next 12 months - Capital allocation decisions and rationale - Market positioning and competitive landscape ### Investor Meeting Prep - Pre-meeting checklist (data room, metrics, deck updates) - Anticipated questions by investor type (VC, PE, angel, strategic) - Follow-up cadence (24hr thank you → 1 week materials → monthly updates) ### Cap Table Management - Round modeling (dilution scenarios at different valuations) - Option pool sizing (10-20% standard, adjust by stage) - Pro-rata rights tracking - Waterfall analysis for exit scenarios ### IR Calendar | Month | Activity | |-------|----------| | Jan | Annual letter + board deck | | Mar | Q1 update + fundraise prep (if needed) | | Jun | Q2 update + mid-year strategy review | | Sep | Q3 update + annual planning preview | | Dec | Year-end close prep + investor holiday note | ### KPI Dashboard for Investors Track and report these monthly: - **Revenue**: MRR/ARR, growth rate, net revenue retention - **Unit economics**: CAC, LTV, LTV:CAC ratio, payback months - **Efficiency**: Burn multiple, Rule of 40, magic number - **Product**: DAU/MAU, activation rate, NPS - **Team**: Headcount, attrition, open roles ### Investor Communication Rules 1. Bad news travels fast — YOU should be the source, not rumor 2. Under-promise, over-deliver (set guidance at 80% confidence) 3. Monthly updates even when there's "nothing to report" — silence kills trust 4. Format: bullet p...
# Investor Relations Framework Complete IR playbook for managing investor communications, quarterly updates, cap table modeling, and fundraise readiness. Built for founders, CFOs, and chiefs of staff who need a repeatable system — not another generic template. ## What's Inside - Quarterly update template (investors actually read) - Annual shareholder letter structure - Investor meeting prep with anticipated questions by type - Cap table management and dilution modeling - KPI dashboard tailored to what investors care about - Crisis communication playbook - Fundraise readiness scoring (0-100) - Industry-specific IR metrics for 10 verticals ## Who This Is For - Seed to Series C founders managing 5-50 investors - CFOs building IR processes from scratch - Chiefs of staff who own the investor update ## Get More - [AI Agent Context Packs](https://afrexai-cto.github.io/context-packs/) — $47/pack, 10 industries - [AI Revenue Calculator](https://afrexai-cto.github.io/ai-revenue-calculator/) — find your automation ROI - [Agent Setup Wizard](https://afrexai-cto.github.io/agent-setup/) — deploy in minutes
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