Investor Update
Monthly investor update skill. Pulls data automatically where possible, uses the standard template, and produces two versions.
MCP connectors
| Connector |
Purpose |
| Gmail |
Send investor update email |
| Notion |
Pull KPIs and project status |
Data sources (auto-fetch)
| Metric |
Source |
| MRR / ARR |
Twenty CRM (deal stage = won, sum ARR) |
| Pipeline |
Twenty CRM (deals by stage) |
| New customers |
Twenty CRM (companies created this month) |
| Churn |
Twenty CRM (deals marked lost this month) |
| Product metrics |
[your-analytics-tool] ([your-analytics-query-tool] for usage stats) |
| Content performance |
Channel _insights.md files |
| Runway |
Flag as [?] - the CAO fills manually |
| Burn rate |
Flag as [?] - the CAO fills manually |
Template
# [Your Company] - Investor Update [Month YYYY]
## TL;DR
[2-3 sentences: biggest win, biggest risk, what we need]
## Key metrics
| Metric | This month | Last month | Change |
|--------|-----------|------------|--------|
| MRR | | | |
| ARR | | | |
| Customers | | | |
| Pipeline | | | |
| Burn rate | [?] | [?] | |
| Runway | [?] | [?] | |
## Wins
- [bullet points]
## Challenges
- [bullet points]
## Product
- [shipped, in progress, planned]
## Asks
- [what we need from investors - intros, advice, hiring]
## Next month
- [top 3 priorities]
Process
- Auto-fetch all available metrics from the sources above
- Leave
[?] placeholders for anything that requires manual input
- Draft the narrative sections from CRM data, product logs, and content insights
- Create two versions:
- Investor version: formal, metrics-heavy, concise
- Friends version: same data but warmer tone, more context, more candid, no cash info
- Save both to
finance/_drafts/YYYY-MM_investor-update-[version].md
- Flag placeholders - list all
[?] items for the CAO to fill
Guardrails
- Never send the update - save as draft only
- Never fabricate metrics - use
[?] for anything you can't verify
- No financial projections - report actuals only
- Confidentiality - these are investor-grade documents; do not share externally
- The CAO reviews both versions before anything is sent
Self-improvement
After the CAO reviews and sends an investor update:
- Move both versions from
finance/_drafts/ to finance/_published/
- Diff what was drafted vs what the CAO kept - identify patterns in her edits to narrative framing, metric emphasis, or tone
- Update
finance/_insights.md with what she changed and why (e.g. "always lead with product wins, not revenue", "friends version needs more candid failures")
- If her edits reveal a new rule about how to present specific metrics or frame challenges, add it to this skill file
- If an update format gets positive investor feedback, save it to
finance/_examples/ as a reference
1---2name: investor-update3description: Investor Update4---5# Investor Update67Monthly investor update skill. Pulls data automatically where possible, uses the standard template, and produces two versions.89## MCP connectors1011| Connector | Purpose |12|-----------|---------|13| Gmail | Send investor update email |14| Notion | Pull KPIs and project status |1516## Data sources (auto-fetch)1718| Metric | Source |19|--------|--------|20| MRR / ARR | Twenty CRM (deal stage = won, sum ARR) |21| Pipeline | Twenty CRM (deals by stage) |22| New customers | Twenty CRM (companies created this month) |23| Churn | Twenty CRM (deals marked lost this month) |24| Product metrics | [your-analytics-tool] ([your-analytics-query-tool] for usage stats) |25| Content performance | Channel `_insights.md` files |26| Runway | Flag as `[?]` - the CAO fills manually |27| Burn rate | Flag as `[?]` - the CAO fills manually |2829## Template3031```markdown32# [Your Company] - Investor Update [Month YYYY]3334## TL;DR35[2-3 sentences: biggest win, biggest risk, what we need]3637## Key metrics38| Metric | This month | Last month | Change |39|--------|-----------|------------|--------|40| MRR | | | |41| ARR | | | |42| Customers | | | |43| Pipeline | | | |44| Burn rate | [?] | [?] | |45| Runway | [?] | [?] | |4647## Wins48- [bullet points]4950## Challenges51- [bullet points]5253## Product54- [shipped, in progress, planned]5556## Asks57- [what we need from investors - intros, advice, hiring]5859## Next month60- [top 3 priorities]61```6263## Process64651. **Auto-fetch all available metrics** from the sources above662. **Leave `[?]` placeholders** for anything that requires manual input673. **Draft the narrative sections** from CRM data, product logs, and content insights684. **Create two versions**:69 - **Investor version**: formal, metrics-heavy, concise70 - **Friends version**: same data but warmer tone, more context, more candid, no cash info715. **Save both to** `finance/_drafts/YYYY-MM_investor-update-[version].md`726. **Flag placeholders** - list all `[?]` items for the CAO to fill7374## Guardrails7576- **Never send the update** - save as draft only77- **Never fabricate metrics** - use `[?]` for anything you can't verify78- **No financial projections** - report actuals only79- **Confidentiality** - these are investor-grade documents; do not share externally80- **The CAO reviews both versions** before anything is sent8182## Self-improvement8384After the CAO reviews and sends an investor update:85861. Move both versions from `finance/_drafts/` to `finance/_published/`872. Diff what was drafted vs what the CAO kept - identify patterns in her edits to narrative framing, metric emphasis, or tone883. Update `finance/_insights.md` with what she changed and why (e.g. "always lead with product wins, not revenue", "friends version needs more candid failures")894. If her edits reveal a new rule about how to present specific metrics or frame challenges, add it to this skill file905. If an update format gets positive investor feedback, save it to `finance/_examples/` as a reference
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