Investor Update vs Email Best Practices

Investor Update

By Mohit Agarwal (PM Skills)

Write monthly or quarterly investor updates with metrics, wins, challenges, and asks.

Email Best Practices

By Resend

Build reliable, compliant email features that reach inboxes, not spam folders.

Investor Update

• Creates a structured investor update with metrics table, highlights, challenges, and asks
• Prompts you for key inputs like revenue, runway, wins, and problems to ensure nothing is missed
• Formats the update in the style preferred by early-stage and growth investors
• Includes an honest challenges section to build credibility and trust
• Makes your asks specific and actionable so investors know how to help

Email Best Practices

• Guides you through setting up email authentication (SPF/DKIM/DMARC) to prevent emails from going to spam
• Explains how to build compliant email capture forms with proper consent and double opt-in
• Provides a catalog of common transactional emails (password resets, confirmations, receipts) your app might need
• Helps you understand legal requirements for marketing emails (GDPR, CAN-SPAM, CASL)
• Shows you how to handle bounces, complaints, and maintain clean email lists

Reach for Investor Update when…

• You need to send a monthly or quarterly update to your investors or board
• You're a founder who wants to save time writing investor communications
• You want to make sure your update follows investor best practices
• You need to communicate progress, challenges, and needs clearly to your cap table

Reach for Email Best Practices when…

• You're adding email features to your product and need to understand what emails to build
• Your emails are landing in spam and you need to fix deliverability
• You're launching a newsletter or marketing emails and need to stay compliant
• You need to set up password resets, email verification, or other user notifications