// Drafts the monthly investor update — pulls metrics, surfaces wins + struggles, formats per the founder's voice. Use on the 1st of each month, or when boss asks for a draft, or when investor-relations fires a scheduled monthly routine.
| name | draft-investor-update |
| description | Drafts the monthly investor update — pulls metrics, surfaces wins + struggles, formats per the founder's voice. Use on the 1st of each month, or when boss asks for a draft, or when investor-relations fires a scheduled monthly routine. |
The monthly update is one of the highest-leverage things a pre-seed/seed founder writes. This skill makes the draft reliably good in 5 minutes instead of unreliably-okay in 90.
Read context:
wiki/business/<slug>.md for current stage + fundingwiki/owner/voice.md for tone matchwiki/decisions/?category=investor for what we committed to sharewiki/research/?kind=customer-call for the past month (wins / struggles material)wiki/orgs/?entity_type=client — counts by status (paying / trialing / churned)wiki/finance/ for last month (burn + runway)Compute metrics (don't invent — if the data isn't in the wiki, say so):
Pick 1-2 wins: scan customer-call notes + findings for the past month, pick the most concrete + relevant
Pick 1-2 struggles: be honest. Investors smell BS. "Activation is at 32% — we want 50%; here's what we're trying"
Identify 1-2 asks: look at open commitments to investors + open hiring roles + customer-shaped needs
Draft in the founder's voice:
Save the draft to wiki/research/<YYYY-MM-DD>-investor-update-draft.md with frontmatter kind:investor-update-draft, status:draft
Notify boss to review + send
Hi all — quick update for May. Some good news this month: we signed our second paid design partner (Redgum Psychology, $1,500/mo) and shipped the SOAP auto-classification feature that's been the #1 ask. MRR is now $2,400.
NOT:
Dear stakeholders, I am pleased to report continued momentum across multiple business dimensions...
status: sent, sent_at: <date>wiki/decisions/monthly-investor-cadence.md last_updatedAfter filing a meeting, customer call, investor call, or any conversation entry, scan the body for explicit commitments (I'll ship X by Y, send Z by Friday) and create structured commitment entries in wiki/commitments/. Use whenever a new meeting note lands; also use to retroactively scan an existing entry for missed commitments.
Compute current runway, burn trend, and forecast end-of-runway. Use when boss or bookkeeper is asked for runway, on a scheduled monthly check, or before any fundraising conversation.
After a customer call (transcribed or hand-noted), file a structured summary to wiki/research/ and trigger extract-commitments. Use when founder finishes a call and says "@customer-success file this call" or similar.
Move a candidate through the hiring pipeline — sourced, contacted, first-call, case-study, offer, hired, passed. Captures notes per stage; never lets a candidate ghost-drift. Use when recruiter advances a candidate or the founder adds a new one.