KPI template

Organize your key performance indicators for investor updates and reporting

Key performance indicators (KPIs) are quantifiable metrics that reflect a startup’s financial health, operational efficiency, and progress toward strategic goals. Tracking company financials and KPIs helps founders and CFOs make informed decisions and deliver transparent, impactful investor updates.

Why use a KPI template?

A financials & KPIs template organizes your company’s financial data and key metrics in a clear, consistent format. This streamlines financial reporting and ensures that investor updates are relevant, data-driven, and easy to digest. The more professional your updates look, the easier it will be to build trust and credibility with investors.

Send and track investor updates on Carta

Carta customers can send investor updates directly via the Communications Center. With access to best-practice templates and the ability to share a one-time financial snapshot from your accounting software, Carta offers a secure and efficient way to keep investors up to speed.