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Draft crisp monthly or quarterly investor updates that build trust through transparency and a clear ask.
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Based on SOC occupation classification
Use when a founder needs to understand or model ownership and dilution. Triggers on "model my cap table", "how much will I be diluted", "option pool", "SAFE conversion", "post-money vs pre-money", "what do I own after this round", "pro rata". Turns equity from a black box into a model the founder controls.
Use when a founder needs to prepare materials for investor due diligence. Triggers on "set up a data room", "what goes in a data room", "diligence checklist", "prepare for due diligence", "investors asked for our data room". Builds the organized, staged room that makes diligence fast and confidence-building.
Run structured commercial, financial, technical, and legal diligence.
Help the user build a realistic budget, a debt-payoff plan, and savings goals from their actual numbers.
Use after a term sheet is signed and the founder needs to get to wired money. Triggers on "how do I close the round", "what happens after the term sheet", "confirmatory diligence", "closing documents", "when does the money arrive", "how long to close", "wire the funds". Manages the path from handshake to cash without deals dying in the home stretch.
Use before a founder starts pitching to check they are actually ready. Triggers on "am I ready to raise", "what do I need before fundraising", "will I pass diligence", "fundraise checklist", "what are investors going to find". Surfaces the gaps that kill rounds before the first meeting.
| name | Investor Update Writer |
| description | Draft crisp monthly or quarterly investor updates that build trust through transparency and a clear ask. |
Write updates that investors actually read and that compound trust over time. The best updates are honest, brief, and consistent.
The month in three sentences: headline metric, one win, one challenge. Busy readers stop here, so make it count.
The 3–5 numbers that define the business, each shown as current vs prior with the delta. Common: revenue/ARR, growth rate, burn, runway, key usage metric. Keep the same metrics every period so trends are legible.
What went well — shipped product, closed customers, key hires. Specific and attributable, not vague optimism.
What didn't work and what you're doing about it. This section builds the most trust. Never hide a miss; frame it with the plan to address it.
Exactly what you need from investors this period: intros (name the profile), hiring referrals, advice on a specific decision. Make it easy to act on.
The 1–3 priorities for next period.
Confident but grounded. You're reporting to partners, not pitching strangers.
