Coaching Call: Creating Investor Reports People Will Love

Jun 4, 2025

Discover how to create engaging investor reports that people actually want to read. Explore the importance of clarity, consistency, and tailored content based on investor relationships. Learn about balancing detailed metrics with high-level narratives, and avoid common pitfalls that can turn investors off. Jake shares tips on leveraging reports as strategic communication tools and the significance of transparency for building long-term trust. Visual presentation and storytelling through numbers are also highlighted as key elements for successful investor relations.

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ADVICE

Effective Investor Report Strategy

Create investor reports that are clear and easy to digest for short and long reads.
Provide additional info only upon request to avoid overwhelming investors.

ADVICE

Hybrid Reporting Approach

Use a hybrid approach: quarterly written reports plus biannual short video updates.
Videos provide an executive overview, building engagement without overwhelming investors.

ADVICE

Brutal Honesty Builds Trust

Be brutally honest and avoid sugarcoating or excessive optimism in reports.
Only share impactful, solid info to maintain realistic expectations and trust.

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In this solo Coaching Call episode of Masters of Moments, Jake Wurzak breaks down how to create investor reports that people actually want to read. Drawing from his experience in real estate and hospitality, Jake walks through the fundamentals of reporting with clarity, consistency, and purpose.

He shares the essential elements of an effective update, including what data to include, how to tailor content based on your relationship with investors, and how frequency and tone play a role in building trust. The episode also covers the importance of visual presentation, storytelling through numbers, and why transparency is key to long-term partnerships, especially when challenges arise.

Jake also touches on:

Balancing detailed metrics with high-level narratives
Common mistakes that turn investors off
How to use reports as a strategic communication tool
Structuring reports for quarterly, monthly, or ad hoc updates
Leveraging reports to reinforce your brand and vision

Whether you're raising capital or already managing a portfolio, this episode is a tactical guide to making your investor communication stand out.

Topics:

(00:00:00) - Intro
(00:00:49) - Effective communication with investors
(00:02:06) - Quarterly reports and their importance
(00:04:20) - Methods of sharing investor reports
(00:05:42) - Hybrid approach to investor updates
(00:08:33) - Detailed walkthrough of an investor report
(00:19:48) - Common mistakes and best practices
(00:23:30) - Challenges of investor webinars
(00:25:11) - Setting expectations for investor reports
(00:28:09) - Scaling the business and team
(00:31:14) - Balancing investor relations and personal investments
(00:38:35) - Creating effective investor reports
(00:40:20) - Evaluating hotel investments
(00:46:09) - Conclusion and final thoughts

Connect & Invest with Jake:

Follow Jake on X: https://x.com/JWurzak

1 on 1 coaching with Jake: https://www.jakewurzak.com/coaching

Learn How to Invest with DoveHill: https://bit.ly/3yg8Pwo