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Investor FAQ Document
A template for an investor FAQ document.
What's included
- Complete documentation and templates
- Step-by-step implementation guide
- Best practices and examples
Best used when
- Preparing for fundraise
- Aligning team on messaging
- Training for investor meetings
- Building investor materials
Why this is Gold
Consistent answers build credibility. This document ensures alignment across team.
The template
The Template
FAQ PHILOSOPHY
Why a Consistent FAQ Matters
INVESTOR FAQ FUNDAMENTALS
WHY FAQ DOCUMENTS MATTER:
☐ Ensures consistent messaging across team
☐ Prepares anyone for investor conversations
☐ Forces clarity on key narratives
☐ Identifies gaps in your story
☐ Speeds up fundraising process
☐ Reduces risk of contradictory answers
FAQ CREATION PROCESS:
1. List every question ever asked by investors
2. Craft best answer for each
3. Add supporting data points
4. Review with advisors/investors
5. Train team on answers
6. Update continuously
WHAT MAKES A GREAT FAQ ANSWER:
☐ Clear and concise (30 seconds or less)
☐ Backed by data when possible
☐ Honest about challenges
☐ Forward-looking on plans
☐ Consistent with all other materials
FAQ MAINTENANCE:
☐ Update after every investor meeting
☐ Add new questions that come up
☐ Refresh data quarterly
☐ Train new team members
☐ Version control for changes
WARNING SIGNS:
☐ Different team members give different answers
☐ Stumbling on common questions
☐ Conflicting data across materials
☐ Outdated information shared
COMPREHENSIVE INVESTOR FAQ
Company & Market FAQ Section
═══════════════════════════════════════
INVESTOR FAQ: COMPANY & MARKET
═══════════════════════════════════════
THE BASICS:
─────────────────────────────────────
Q: What does [Company] do?
SHORT (10 sec): _______________
MEDIUM (30 sec): _______________
DETAILED (60 sec): _______________
Q: What problem are you solving?
A: _______________
Example/story: _______________
Q: Why does this matter?
A: _______________
Impact if unsolved: _______________
MARKET:
─────────────────────────────────────
Q: How big is the market?
A: TAM: $___B (total addressable)
SAM: $___B (serviceable addressable)
SOM: $___B (serviceable obtainable)
Source: _______________
Our bottoms-up analysis: _______________
Q: Why now?
A: _______________
Market catalysts:
☐ _______________
☐ _______________
☐ _______________
Q: Is this a winner-take-all market?
A: _______________
Q: What are the key market trends?
A: _______________
COMPETITION:
─────────────────────────────────────
Q: Who are your competitors?
A: Direct: _______________
Indirect: _______________
Status quo: _______________
Q: How are you different?
A: _______________
Key differentiators:
☐ _______________
☐ _______________
☐ _______________
Q: Why won't [Competitor] just build this?
A: _______________
Q: What's your sustainable competitive advantage?
A: _______________
CUSTOMERS:
─────────────────────────────────────
Q: Who is your ideal customer?
A: _______________
Profile:
Industry: _______________
Size: _______________
Role/buyer: _______________
Q: What's your ICP (Ideal Customer Profile)?
A: _______________
Q: Why do customers choose you?
A: _______________
Top 3 reasons:
☐ _______________
☐ _______________
☐ _______________
Product & Technology FAQ Section
═══════════════════════════════════════
INVESTOR FAQ: PRODUCT & TECHNOLOGY
═══════════════════════════════════════
PRODUCT:
─────────────────────────────────────
Q: How does the product work?
A: _______________
Q: What's your core product?
A: _______________
Q: What's on the roadmap?
A: Next 6 months: _______________
Next 12 months: _______________
Q: What's your product vision?
A: _______________
TECHNOLOGY:
─────────────────────────────────────
Q: What's your technology stack?
A: _______________
Q: Do you have any proprietary technology?
A: _______________
Q: What's defensible about your technology?
A: _______________
Q: How do you use AI/ML?
A: _______________
PLATFORM/MOAT:
─────────────────────────────────────
Q: What network effects do you have?
A: _______________
Q: What's your data moat?
A: _______________
Q: What creates switching costs?
A: _______________
Business & Financials FAQ Section
═══════════════════════════════════════
INVESTOR FAQ: BUSINESS & FINANCIALS
═══════════════════════════════════════
BUSINESS MODEL:
─────────────────────────────────────
Q: What's your business model?
A: _______________
Revenue streams:
☐ _______________: __% of revenue
☐ _______________: __% of revenue
Q: How do you price?
A: _______________
ACV range: $_____ - $_____
Q: What's your expansion model?
A: _______________
Net dollar retention: ___%
METRICS:
─────────────────────────────────────
Q: What's your current ARR?
A: $_____ ARR
Growth: ___% YoY / ___% MoM
From $_____ last year
Q: What are your unit economics?
A: CAC: $_____
LTV: $_____
LTV:CAC: ___x
Payback: ___ months
Gross margin: ___%
Q: What's your churn rate?
A: Logo churn: ___% monthly / ___% annual
Revenue churn: ___% monthly / ___% annual
Net retention: ___%
Q: What's your customer breakdown?
A: Total customers: _____
Enterprise: ___% of ARR
Mid-market: ___% of ARR
SMB: ___% of ARR
FINANCIALS:
─────────────────────────────────────
Q: What's your burn rate?
A: $_____ /month
Current runway: ___ months
Q: What's your path to profitability?
A: _______________
Breakeven at: $_____ ARR
Timeline: _______________
Q: What does the P&L look like?
A: Revenue: $_____
Gross margin: ___%
Operating expenses: $_____
Net burn: $_____
FUNDING:
─────────────────────────────────────
Q: How much are you raising?
A: $_____M
Q: What's the use of funds?
A: _______________
Engineering: ___%
Sales/Marketing: ___%
G&A: ___%
Q: What milestones will this get you to?
A: _______________
Q: What's your target valuation?
A: _______________
Comparable transactions: _______________
Q: Who else is in the round?
A: _______________
Team FAQ Section
═══════════════════════════════════════
INVESTOR FAQ: TEAM
═══════════════════════════════════════
FOUNDERS:
─────────────────────────────────────
Q: Why is this team the right team?
A: _______________
Key qualifications:
☐ _______________
☐ _______________
☐ _______________
Q: What's the founder's background?
Founder 1: _______________
Founder 2: _______________
Q: Have you worked together before?
A: _______________
Q: What makes you uniquely qualified?
A: _______________
TEAM STRUCTURE:
─────────────────────────────────────
Q: How's the team structured?
A: Total: _____
Engineering: _____
Sales/Marketing: _____
Product: _____
G&A: _____
Q: Who are your key executives?
A: _______________
Q: What key hires are you making?
A: _______________
Priority roles:
☐ _______________
☐ _______________
CULTURE:
─────────────────────────────────────
Q: What's your company culture?
A: _______________
Q: How do you retain talent?
A: _______________
Q: What's your employee value proposition?
A: _______________
FAQ Management Tracker
| Category | Question | Answer Status | Last Updated | Owner |
|---|---|---|---|---|
| Market | Market size | ☐ Draft ☐ Final | ||
| Market | Competition | ☐ Draft ☐ Final | ||
| Product | Roadmap | ☐ Draft ☐ Final | ||
| Metrics | ARR/Growth | ☐ Draft ☐ Final | ||
| Metrics | Unit economics | ☐ Draft ☐ Final | ||
| Funding | Use of funds | ☐ Draft ☐ Final | ||
| Team | Why this team | ☐ Draft ☐ Final |
Frequently asked questions
What is the Investor FAQ Document?
A template for an investor FAQ document.
Who is the Investor FAQ Document for?
It is built for CEOs and their teams working on Investor Relations. The AI coach adapts it to your company, stage, and goals.
How long does the Investor FAQ Document take to use?
It saves roughly 20+ hours versus building from scratch. Our AI coach can tailor the template to your situation in minutes, then hand you a step-by-step plan.
Is the Investor FAQ Document free?
Yes. You can read the full template and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Investor FAQ Document?
The coach teaches you the framework, asks a few questions about your business, tailors the template to you, and gives you measurable next steps to execute.