Investor reports play a crucial role in communicating important investment information, such as qualitative and quantitative data, with investors regularly. These reports help the investors decide what kind of action they would like to take with their portfolios, such as trading, selling, or buying stocks. While a publicly-traded company is required to provide an in-depth report quarterly to public shareholders, private companies, on the other hand, have options to produce reports only when asked by the board of investors, or either annually or biannually. You can create an investor report without any hassle with the help of our easy to edit investor report templates.
It is important to note that one must include all the right information in a report to build and maintain trust with the investors. Start with your company's financial position and package, covering your income statement, balance sheet, and cash flow statement. Then your metrics and KPIs with visuals. Once covered, you can move on to your expenses, budget, funding, growth opportunities, and other important information. Make sure to not skip out on any crucial information in the report.
Now that you have an idea of the basics that need to go into an investor report, you can browse through our wide range of investor report templates that will help you create professional report documents for all your investors. These templates are available for instant download and are easy to share. Get yours now!