Results for “investor-presentation”
3 skills
fivebucksventures Investor Update Writer
Compose a monthly investor update — pull financials from Xero, MRR/churn from Stripe, product KPIs from PostHog, customer wins from Notion CRM, prior-update context from investors.md. Drafts in founder's voice, redacts per investors.md OMIT rules, packages as a branded Gamma deck (Google Doc fallback), and dispatches a Gmail cover note per investor (or BCC list) linking to the deck. Monthly cron (5th of month for prior month) or on-demand.
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fivebucksventures Financial Reporter
Monthly P&L, cashflow forecast, runway calculation, and top movers. Investor-ready Gamma deck plus Slack summary, archived to Notion. Runs monthly on a 1st-of-month cron schedule.
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publicdotcom Public Com
Manage a Public.com brokerage account: view portfolios, quotes, orders, and history, and place trades via the Public.com API.
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