Investor Updates templates

Keep your investors informed and up to date with Notion's investor update templates. Share updates on your company's progress, finances, and future plans with ease and professionalism.

25 Templates
A template preview for Nango's Investor CRM
A template preview for Business Monthly Update
A template preview for Investors Update (For Fund Managers)
A template preview for Weekly HPM (Highlights, Progress, Me)
A template preview for Board of Directors Packet
A template preview for Investors Update (For Founders)
A template preview for Investors Deal Management (Team & Personal)
A template preview for BizPrompter: Notion AI Business Validator
A template preview for Real Estate Investor Organizer of Sales & Rental!
A template preview for One-Page Business Plan For Investors
A template preview for Startup fundraising toolbox
A template preview for ReportMate
A template preview for Crypto Dashboard
A template preview for Startup Templates Bundle
A template preview for Live Investment Hub w/ Automation & AI
A template preview for Investment Tracker
A template preview for MOWO Listening Ledger for Entrepreneurs
A template preview for Startup Fundraising by ForceTime Capital
A template preview for AI Investor Deck
A template preview for Startup Essentials Bundle
A template preview for Fundraising Management (for Startups)
A template preview for Investment Tracker

FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.so/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

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