# Investor Reporting

> Produce investor updates and reports that communicate performance, KPIs, risks, and asks with transparency and consistency. Use when writing monthly/quarterly investor updates or LP/board observer reports.

- Skill: `itsual/investor-reporting` (Agent Skill)
- Install (CLI): `npx skillmds@latest add itsual/investor-reporting`
- Raw SKILL.md: https://api.skillmd.com/api/skills/itsual/investor-reporting/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: itsual (https://skillmd.com/u/itsual)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/itsual/investor-reporting

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# Investor Reporting

## Overview

Investor reporting maintains trust between raises. Good updates are honest, comparable over time, and light on spin.

## When to Use

- Monthly or quarterly investor updates
- Post-raise communication cadence
- Special situation updates (misses, crises, big wins)

## Core Practices

- Report consistent KPIs every period
- Explain variances vs plan without defensiveness
- Include cash, burn, and runway
- Surface risks and asks explicitly
- Keep a stable structure so investors can scan

## Principles

- Bad news early preserves relationships
- Metrics that change definition every quarter are red flags
- Brevity with substance beats long vanity narratives
- Investors are partners, not adversaries to be managed

## Verification

- [ ] KPI set is stable and defined
- [ ] Cash/runway is unambiguous
- [ ] Material issues are not buried