Investors

VCs

Advisors

Investor Sync Meeting

Template by Uria Lin,
Principle, Elron

Stay on top of your portfolio companies and follow through on every commitment.

This template helps you turn your regular check-ins with founders into clear updates, dashboards, and action items—without adding more work to your plate.

After each meeting, the template summarizes key points, tracks company metrics like ARR and burn rate, logs action items (both yours and theirs), and updates your investor deck and portfolio systems (Affinity, Notion, Asana).

It ensures you’re always helpful, always informed, and always ready to share updates with your LPs.

Meeting Summary

Pull out the key points from the conversation: company health, milestones, requests, and commitments.

Company Dashboard

Auto-build a dashboard with current ARR, burn rate, cash runway, and KPIs.

Main concerns

summarize the main challenges and concerns discussed in the meeting regarding the performance of the company, the market, the competition, etc. Do not include information already covered in other sections of this summary or information that wasn’t explicitly discussed in the meeting.

Log to Notion DB

Create a single paragraph that summarizes the key information from the meeting and update your portfolio company’s entry in notion for next investment team update.

Recap for the Founder

Send a summary email to the founder, covering:
- Key discussion points
- Company metrics reviewed
- Your action items + their commitments
- Resources or intros promised

Draft emails for every intro promised

If intros were discussed in the meeting, draft an e-mail template for each intro. if no intros were discussed don’t include this part.