Investor Update Writer

Generate professional, honest, data-driven investor updates that keep investors informed and ready to help, with tone calibrated from seed-stage transparency to growth-stage formality.

Contents

• references/output-template.md -- full investor-update.md structure to produce
• references/tone-and-cadence.md -- voice by stage; monthly vs quarterly depth
• references/industry-metrics.md -- which metrics to emphasize by business model
• references/sensitive-situations.md -- handling misses, departures, pivots, down rounds; mistakes to avoid
• references/examples.md -- worked request-to-approach examples

Workflow

1. Gather inputs. Collect or confirm: company basics (name, period, stage, industry); KPIs (revenue/MRR/ARR current and prior, burn, runway, customer count, growth rate, domain metrics); milestones and wins; challenges and learnings; financial summary (cash, revenue breakdown, expenses, fundraising status); upcoming milestones; and asks. Optional inputs include team changes, customer stories, competitive shifts, roadmap, cohort/retention data, and pipeline. Work with whatever is available and note gaps.

2. Calibrate tone and cadence. Select the voice for the company's stage and the depth for monthly vs quarterly. See references/tone-and-cadence.md. Honor any explicit tone request.

3. Select industry emphasis. Choose the metrics that matter for the business model. See references/industry-metrics.md.