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A shareholder letter is a letter written by a firm's top executives to its shareholders to provide a broad overview of the firm's operations throughout the year. The letter generally covers the firm's basic financial results, its current position in the market, and some of its plans.
Write the Greeting and the Body. After writing the date and the recipient's contact information, open with a greeting. Formal letters begin with ?Dear? and the name of the person receiving your letter. If you don't know the name, write the job title or department. Only use ?To Whom It May Concern? as a last resort.
How to Write a Shareholder Letter Create a format that will benchmark performance. Using a similar format each year will help shareholders easily benchmark a company's performance. ... Focus on accomplishments, not activities. ... Look forward. ... Rigorously review. ... Conclusion.
This guide is designed to give you an overview of the basics for writing a professional letter. Before You Begin - Consider Format. Choose a professional and easy to read font like Times New Roman, Ariel, or Calibri. ... Identify Your Address. ... Add the Date. ... Identify Your Recipient. ... Greet Your Reader. ... Close the Letter. ... Proofread.
The shareholder letter format ends with an acknowledgment note wherein the management concludes their thoughts and thanks the investors and other stakeholders such as employees for their continued support.
How To Write Engaging Emails to Stakeholders: Tips & Templates Tip #1: Set Clear Goals. Tip #2: Write Meaningful Subject Lines. Tip #3: Nail the Structure. Tip #4: Don't Overcommunicate. Tip #5: Make Sure You Proofread. Tip #6: Think Outside the [In]Box. Learn More.
The first section is the welcoming portion of the shareholder letter. It may also include a brief opening address from the CEO and a short history of the organization, its mission, vision, and core objectives. Finally, it summarizes its achievements and what to expect in the shareholder letter.
Be concise: Ensure that the shareholder letter contains only the most vital information. The goal is to keep the shareholders' attention while communicating effectively. Be consistent: Consistency in different shareholder letters facilitates making comparisons and identifying progress.