Quarterly Update Playbook

TheAngel Quarterly Update Framework

Quarterly updates are foundational to:

  • Maintaining investor trust

  • Driving token demand

  • Supporting liquidity windows

  • Increasing your valuation

Here’s the recommended update structure:

1. Executive Summary

Short highlights:

  • Revenue change

  • Major wins

  • Key risks

  • What’s happening next

2. KPI Dashboard

Examples:

  • Monthly recurring revenue

  • User growth

  • Activation rate

  • CAC / LTV

  • Churn

  • Engagement metrics

3. Product Updates

  • New features

  • Engineering progress

  • Customer feedback

4. Team Updates

  • New hires

  • Role changes

  • Founder commentary

5. Market Insights

Show you understand your industry:

  • Competitive movements

  • Market shifts

  • Opportunities emerging

6. Financial Overview

High-level:

  • Burn

  • Runway

  • Cash on hand

7. Upcoming Milestones

Investors care deeply about:

  • Timeline to next key feature

  • Revenue expectations

  • Growth bets

  • Fundraising plans


How to Maximise Liquidity Demand

Liquidity windows create a competitive dynamic around your tokens.

To maximise demand:

1. Deliver Consistent Progress

Investors reward execution with higher token demand.

2. Communicate Clearly

Clarity = confidence = liquidity.

3. Build Investor Community

Engage with:

  • followers

  • watchlists

  • Q&A threads

4. Hit Milestones

Product + revenue milestones directly influence valuation.

5. Share Vision & Narrative

Investors buy into you as much as your numbers.


Founder FAQ

Do I give up equity?

Yes, but only what you choose to tokenise via the SPV.

Do tokens sit directly on my cap table?

No — the SPV holds the equity.

Can I decide token supply?

Yes, in consultation with TheAngel’s structuring team.

What valuations work best?

Pre-seed generally £1.5m–£5m, depending on traction.

Do I need a lawyer?

No additional legal counsel is required unless desired.

What if I raise again later?

Tokens from TheAngel can be part of a clean layered structure compatible with priced rounds.

Founder Support Channels

You can access support through:

  • Live chat

  • Email support

  • Founder office hours

  • TheAngel community channels

  • Educational workshops

  • 1–1 pitch refinement (selected founders)


Summary — How Founders Win on TheAngel

Area

Impact

Strong listing

Higher investor engagement

Clear story

Faster decision-making

Transparent updates

Increased trust & liquidity

Consistent execution

Higher valuations

Community-building

Long-term investor support

TheAngel is not just a fundraising tool—it’s a platform for creating momentum, narrative strength, and long-term investor relationships.

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