Which Stripe export should I use?

The Payments export, filtered to your reporting month, covers a monthly update — it includes amounts, customers, fees and refunds. For deeper financials you can also use the Balance or Payouts exports, but you don't need them to get started.

I don't have clean MRR or churn numbers yet. Can I still send an update?

Yes. Start with revenue, growth, new customers and net revenue — all of which come straight from the payments export. Add MRR and churn later as your tracking matures. Consistency matters more than completeness.

How do I turn the Stripe CSV into a PDF?

Drop the export into ReportWise. It detects Stripe's columns automatically, calculates the metrics and builds a branded investor-update PDF with charts in your browser — no spreadsheet work required.

Is my Stripe data uploaded anywhere?

No. The file is parsed and the PDF generated entirely on your device. Your revenue and customer data never leave your browser.

How to turn Stripe data into a monthly investor update

September 28, 20266 min read

If you charge customers through Stripe, your investor update practically writes itself — the data is already sitting in your dashboard. The trick is turning a payments export into the handful of numbers investors use to judge a subscription business, and doing it the same way every month.

Here's how to go from a Stripe CSV to a clean, branded monthly update that a partner can read in under two minutes.

What investors look for in a Stripe-based business

For subscription and payments businesses, investors care less about any single month's revenue and more about the shape of the curve. These are the numbers worth tracking consistently:

Total revenue (or net revenue after refunds and fees) and its month-over-month growth.
New customers added this month, and total active customers.
Average revenue per customer — the quiet driver of a healthy curve.
Refunds and chargebacks — showing the net number signals discipline.
If you track it: MRR, churn, and net revenue retention. Even rough figures beat silence.

How to export payments from Stripe

In the Stripe Dashboard, open Payments, set the date range to your reporting month, and use Export to download a CSV. For a fuller financial picture you can also export from the Balance or Payouts section, but the payments export is enough for a monthly update.

The file includes converted amounts, customers, fees and refunds — everything you need to separate gross from net and count new customers.

The structure that keeps investors reading

Use the same skimmable layout every month so returning readers know where to look:

A one-line TL;DR of the month.
Core metrics with the change vs. last month.
Highlights and lowlights — wins, and what's not working yet.
Specific asks: intros, hires, advice.
Runway at current burn, if you've raised.

From CSV to a branded PDF in one click

Rather than rebuilding a spreadsheet each month, drop your Stripe export into ReportWise. It recognises Stripe's columns — converted amounts, customers, refunds and fees — calculates revenue, growth and net figures, and lays them out as a branded PDF with a revenue-over-time chart and a written summary.

Everything is processed in your browser, so your payment data is never uploaded. Add your logo, download, and send. The first report is free.

Keep the cadence

Pick a fixed send date each month and keep the format identical, so each update is a fill-in-the-blanks exercise rather than a writing project. The compounding value is in the streak: twelve consistent updates make your next raise a conversation with people who already believe you.