We believe you should have the contact info for your top 25 holders at your fingertips at all times, particularly if you are a CFO or IRO. This template provides this on one page.
It includes the key information you need, including your primary point, email, telephone, etc.
It also includes a section for other key investors you would like to have at your fingertips. This could include investors who just exited, investors who have spent quality time understanding the story but have not taken a position yet, etc.