# Board / Investor Update Deck Outline

Use for a concise monthly or quarterly update. Keep it short: 8–12 slides.

## Slide 1 — Title / Snapshot

Company:
Period:
Prepared by:
One-line headline:

Include:
- Current stage
- Main theme this period
- Key ask or decision

## Slide 2 — Executive Summary

- Biggest win:
- Biggest challenge:
- KPI trend:
- Key decision needed:
- Main ask:

## Slide 3 — KPI Dashboard

| KPI | Current | Previous | Target | Status | Commentary |
|---|---:|---:|---:|---|---|
| Revenue / MRR | | | | | |
| Growth | | | | | |
| Churn / retention | | | | | |
| Pipeline | | | | | |
| Burn / runway | | | | | |
| Product usage | | | | | |

## Slide 4 — Progress Against Priorities

| Priority | Owner | Status | Evidence | Next step |
|---|---|---|---|---|
| | | Green / Yellow / Red | | |

## Slide 5 — Customer / Market Signals

- New customer insights:
- Sales objections:
- Expansion signals:
- Churn / dissatisfaction signals:
- Competitive movement:

## Slide 6 — Product / Delivery

- Shipped:
- Delayed:
- Quality / reliability notes:
- Next release focus:

## Slide 7 — Team / Operations

- Hiring:
- Capacity:
- Operating bottlenecks:
- Culture / execution risks:

## Slide 8 — Financial View

- Revenue:
- Gross margin:
- Burn:
- Runway:
- Cash risks:

Disclaimer: this template does not provide financial advice.

## Slide 9 — Risks

| Risk | Impact | Probability | Mitigation | Decision needed? |
|---|---|---|---|---|
| | | | | |

## Slide 10 — Decisions / Asks

| Ask | Why it matters | Owner | Needed by |
|---|---|---|---|
| | | | |

## Slide 11 — Next Period Plan

Top 3 priorities:
1.
2.
3.

Expected outcomes:
1.
2.
3.

## Slide 12 — Appendix

Use only for supporting detail.

## AI Prompt

```text
Turn this board update outline into a concise 10-slide narrative. Keep the tone direct and evidence-based. Do not add unsupported claims. Highlight decisions and asks.
```