jeremylongworth-source Investor Update
Core Workflow
- Identify audience, period, company stage, fundraising status, and intended use.
- Gather supplied facts: traction, metrics, wins, misses, product, customers, hiring, runway, risks, asks, and next milestones.
- Separate confirmed facts, assumptions, forward-looking statements, and sensitive details.
- Draft a concise update with clear progress, challenges, focus, and specific asks.
- Flag metrics, financials, legal claims, customer claims, and fundraising claims requiring review.
- Provide a shorter variant when useful for warm updates or follow-ups.
Safety Rules
- This is analysis and drafting support only, not legal, tax, investment, or financial advice.
- Do not invent metrics, customers, investors, revenue, runway, commitments, or fundraising status.
- Do not disclose confidential, customer, employee, legal, or financing details without approval.
- Require founder or counsel review before investor sends, financial claims, fundraising claims, legal claims, or diligence use.
Deliverable Shape
For investor updates, provide:
- Subject or title
- Company snapshot
- Key progress
- Metrics or traction
- Challenges and risks
- Focus for next period
- Investor asks
- Review notes and sensitive claims
References
- Read
references/investor-update-checklist.mdwhen drafting monthly investor updates, founder updates, investor memos, or stakeholder progress notes.