Investor Report Design Templates That Get Buy-in

What makes a good investor report design?

​​A good investor report design combines elements of clarity, professionalism, and visual appeal. It should effectively present financial and non-financial information in a clear and concise manner. Utilizing a consistent layout, appropriate typography, charts, and graphs can enhance readability and engage investors in understanding the company's performance and potential.

What is the goal of an investor report template?

The goal of an investor report template is to provide accurate and comprehensive information to shareholders and potential investors about a company's financial performance, strategic initiatives, and future prospects. It aims to enhance transparency, build investor confidence, and facilitate informed decision-making regarding investment opportunities.

What should an investor report template include?

1. Cover page
2. Executive summary
3. Company overview
4. Financial statements
5. Key financial metrics
6. Management discussion and analysis
7. Investment highlights
8. Shareholder information
9. Corporate governance
10. Risk factors
11. Industry analysis
12. Future outlook
13. Appendices
14. Contact information

What makes these investor reports better than any PDF?

With your same-old PDF investor report design, you’ll never stand out, let alone engage. Decision-makers and investors have seen beautiful investor report PDFs and PPTs a thousand times before. Though pretty, they’re still static, dull, and hard to understand.

Our interactive investor report design brings your content to life with animation, annotation, and narration that tells a story, not just present information.

Why use a report template instead of paying a report design agency?

1. Stroydoc report templates are 2x more engaging than a typical agency-made report
2. Our template cost a fraction of the price you pay an agency
3. Our reports are about 5x faster to produce