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.
DISCLAIMER: The following terms apply to your use of this document and your agreement to these terms is required before you are permitted to use this document. This document is provided for your reference only and is not intended to serve as legal, tax, or financial advice. You acknowledge and agree that the making available of this document to you by eShares, Inc. dba Carta, Inc. (“Carta”) shall not constitute the provision of legal service or other professional service by Carta. You should seek advice from an attorney licensed in the relevant jurisdiction(s), tax professionals, accounting professionals, and financial professionals before relying on this document. You further agree and acknowledge that this document has not been prepared with your specific circumstances in mind, may not be suitable for use in your business, and does not constitute tax advice. Relying on this document, you assume all risk and liability that may result.
USE OF THIS DOCUMENT IS ENTIRELY AT YOUR OWN RISK. This document is provided “as is” without warranty of any kind, either express, implied, or statutory, including without limitation, warranties of merchantability, fitness for a particular purpose, satisfactory purpose, title or noninfringement. Some jurisdictions do not allow the exclusion of implied warranties, so these exclusions may not apply to you.
© 2026 eShares, Inc. dba Carta, Inc. All rights reserved. Reproduction prohibited.