Founders Sharing Investor Updates
Investor updates and board decks written next to the source data, delivered in the format VCs actually open.
Board updates sent in the format investors actually read.
The Monthly Update
Most startup founders write investor updates in Notion because that's where everything already lives — MRR dashboards, product roadmaps, hiring pipeline, burn rate tracking. Writing the monthly update next to the source data makes sense. Copying it into a separate Google Doc does not, but that's what investors expect.
Investors review updates from 15–30 portfolio companies. They're not logging into each company's Notion workspace. They want a Google Doc they can skim on their phone, forward to a partner, or save to their deal folder in Drive. Some VCs explicitly tell founders: "send us a Google Doc, not a Notion link."
So every month, someone — the founder, an EA, a chief of staff — spends 30–60 minutes reformatting the update. KPI tables break during copy-paste. MRR charts don't transfer at all (they're Notion database views). The numbered milestone list restarts at 1 halfway through. It's a small task, but it's a small task that happens every single month.
What Breaks During Copy-Paste
The specific pain points for investor updates:
- KPI tables (MRR, churn, runway, headcount) lose column alignment. Numbers shift into the wrong columns, which is exactly the kind of error you don't want in a document going to your board.
- Milestone checklists paste as plain text without checkboxes.
- Toggle blocks (common for "detailed financials" or "appendix" sections) disappear entirely.
- Callout blocks used for highlights or warnings paste as unstyled paragraphs.
Charts and database views don't export from Notion at all — that's a Notion limitation, not a Kami limitation. If your update includes embedded charts, you'll need to screenshot those separately.
Converting with Kami
Export the update from Notion as HTML, upload to Kami, get a Google Doc. Tables, headings, bold text, numbered lists, and bullet points carry over. The process takes about 2 minutes for a typical 3–5 page investor update.
For board decks that span multiple documents (agenda, financial summary, product update, appendix), batch-upload the full set and get all the Google Docs at once.
What you'll still need to do manually: paste in any charts or screenshots that were embedded as images in Notion, and adjust the Google Doc's sharing permissions before sending. The conversion handles the formatting; the distribution is still on you.
Board Decks
Quarterly board meetings raise the stakes. Instead of one 3-page update, you're preparing 4–6 documents: an agenda, a financial overview, a product update, a hiring/org update, and discussion items. Each document has its own tables, summaries, and reference data.
Manually reformatting a full board deck takes half a day. The financial overview alone — with its budget vs. actual tables, cash flow projections, and cap table summary — can take an hour to get right in Google Docs.
Kami won't make the board deck content better (that's your job), but it will eliminate the mechanical formatting step so you can spend that half-day on the content itself. Or on customer calls. Or on sleep.
One caveat: if your board deck uses heavily designed Notion templates with colored backgrounds and custom layouts, the converted Google Doc will look more plain. Kami preserves structure and text formatting, not visual design. For most investor communications, clean and readable beats pretty.
Structuring your update template
Standardize your Notion investor update template with clear H2 headings for each section (Highlights, KPIs, Product, Team, Ask). Consistent structure means the conversion output is predictable month over month, and your investors will appreciate the consistency too.
Test it with your actual investor update template in the demo. Pricing details are straightforward — most founders need the free or Pro tier. If your finance team also prepares reports for external stakeholders, the finance use case covers that workflow.
Ready to streamline your workflow?
Start converting for free — upgrade when you need more.