Ready-made request · Fundraising and investors
Document checklist: Investor update
Who asks whom: The startup to its investors and business angels: the update goes out, their feedback and offers of help come back
Useful for: Startup founder Freelancer or small business Large company
4 documentsRecurring, every quarterFree
Free. You can change everything before sending.
The 4 documents to request
- Reading the updateThis period's update: key figures, highlights, needs. Open it, read it, then confirm "I have read it".Document to read: the person opens it, then confirms "I have read it"
- Your view of the period1: worried, 5: very confident.Rating from 1 to 5 stars · Optional
- Can you help us?An introduction, a candidate, a customer, advice on one of the needs in the update: a few lines are enough.Written answer · Optional
- Your questions or commentsWritten answer · Optional
Suggested recurrence
A campaign built on this ready-made request is meant to go out again every quarter. Once set up, it goes out again on its own on the planned date; recurring documents are included in Unlimited and Business.
How it works
- List the documents you need, and their format. With this ready-made request, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (investor update)?
This ready-made request lists 4 documents: reading the update, your view of the period, can you help us?, your questions or comments.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this ready-made request free?
Yes. The ready-made request is free, and so is the Free plan: one campaign at a time, 5 contributors, email reminders.
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Ready to send it?
Free. You can change everything before sending.
Updated on October 3, 2026