# Investor Update

> Draft investor updates for founders and investor-facing operators. Use when Codex is asked to write a monthly investor update, founder update, investor memo, stakeholder update, ask/help section, traction update, or board/investor-ready company progress note.

- Skill: `jeremylongworth-source/investor-update` (Agent Skill, multi-file: 3 files)
- Install (CLI): `npx skillmds@latest add jeremylongworth-source/investor-update`
- Raw SKILL.md: https://api.skillmd.com/api/skills/jeremylongworth-source/investor-update/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Product & Planning
- License: MIT
- Author: jeremylongworth-source (https://skillmd.com/u/jeremylongworth-source)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/jeremylongworth-source/investor-update

---


# Investor Update

## Core Workflow

1. Identify audience, period, company stage, fundraising status, and intended
   use.
2. Gather supplied facts: traction, metrics, wins, misses, product, customers,
   hiring, runway, risks, asks, and next milestones.
3. Separate confirmed facts, assumptions, forward-looking statements, and
   sensitive details.
4. Draft a concise update with clear progress, challenges, focus, and specific
   asks.
5. Flag metrics, financials, legal claims, customer claims, and fundraising
   claims requiring review.
6. 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.md` when drafting monthly investor
  updates, founder updates, investor memos, or stakeholder progress notes.