AI Skill Report Card
Generating Investor Updates
Investor Update Generator
Quick Start
Subject: [Company] - [Month] Investor Update
**Key Metrics**
- Revenue: $X (+Y% MoM)
- Users/Customers: X (+Y%)
- Burn Rate: $X/month
- Runway: X months
**Highlights**
• Major win or milestone
• Key hire or partnership
• Product launch or feature
**Challenges & Asks**
• Current obstacle and plan
• Specific help needed from investors
**Financials**
[Attach: Financial dashboard or key charts]
Recommendation▾
Add concrete input/output examples for different scenarios (e.g., show actual metrics inputs and full formatted update outputs, not just snippets)
Workflow
Monthly Update Process:
- Gather metrics from all departments
- Draft highlights and lowlights
- Review with leadership team
- Create visual elements (charts/graphs)
- Send draft to CEO for approval
- Distribute via preferred channel
- Track open rates and responses
Structure Template:
- Executive Summary (2-3 sentences)
- Key Metrics Dashboard
- Highlights (3-4 bullets)
- Challenges & Solutions
- Team Updates
- Financial Summary
- Asks/Ways Investors Can Help
Recommendation▾
Include specific templates for different company stages (pre-revenue, growth, mature) with actual number ranges and benchmarks
Examples
Example 1: Growth Stage Update Input: Monthly metrics showing 15% revenue growth, new enterprise client, hiring challenges Output:
We closed our largest enterprise deal ($50K ARR) and grew revenue 15% MoM to $280K. Challenge: Scaling engineering team - hiring taking 40% longer than planned. Ask: Introductions to senior engineers in fintech.
Example 2: Early Stage Update Input: Product launch, user feedback, fundraising preparation Output:
Beta launched with 500 users, 65% daily active rate. Users love core feature but requesting mobile app (roadmapped for Q2). Beginning Series A process - seeking warm intros to tier-1 VCs.
Recommendation▾
Provide guidance on customizing tone and content for different investor types (angels vs VCs vs strategic investors)
Best Practices
- Lead with numbers - Start with most important metric
- Be transparent - Address challenges directly with solutions
- Keep it scannable - Use bullets, bold text, short paragraphs
- End with specific asks - Make it easy for investors to help
- Consistent timing - Same day each month builds trust
- Visual elements - Include 1-2 key charts or graphs
- Forward-looking - Balance current state with future plans
- Personalize - Reference previous investor conversations when relevant
Common Pitfalls
- Too much detail - Aim for 1-2 pages max, detailed appendix if needed
- Only good news - Investors spot BS; honesty builds trust
- Burying the lead - Most important info should be in first paragraph
- Generic asks - "Any help appreciated" gets no response
- Irregular cadence - Sporadic updates signal poor discipline
- Missing context - Always compare to previous periods or goals
- Wall of text - Dense paragraphs kill engagement
- Forgetting attachments - Financial dashboard or deck often referenced but not included