# Draft Investor Update

> Drafts the monthly investor update — pulls metrics, surfaces wins + struggles, formats per the founder's voice. Use on the 1st of each month, or when boss asks for a draft, or when investor-relations fires a scheduled monthly routine.

- Skill: `jezweb/draft-investor-update` (Agent Skill)
- Install (CLI): `npx skillmds@latest add jezweb/draft-investor-update`
- Raw SKILL.md: https://api.skillmd.com/api/skills/jezweb/draft-investor-update/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: jezweb (https://skillmd.com/u/jezweb)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/jezweb/draft-investor-update

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# Draft investor update

The monthly update is one of the highest-leverage things a pre-seed/seed founder writes. This skill makes the draft reliably good in 5 minutes instead of unreliably-okay in 90.

## When this skill fires

- 1st of the month (scheduled via cron)
- Founder asks "@investor-relations draft this month's update"
- After a major event (new customer signed, hire made) — for a one-off update

## Shape of a good update (cited from real seed founders)

1. **Headline number** — one number that tells the story (e.g. MRR, design partners signed, runway)
2. **3-5 KPIs with trend** — actual vs last month, never just absolute
3. **Wins** (1-2) — be specific (customer + value + timeline)
4. **Struggles** (1-2) — be specific (what's blocking + what we're trying)
5. **People moves** (hires, departures, advisors added)
6. **Asks** (1-2) — concrete asks: intros, customers, hires, expertise
7. **Next 30 days** — top 3 priorities

## The shape

1. **Read context**:
   - `wiki/business/<slug>.md` for current stage + funding
   - `wiki/owner/voice.md` for tone match
   - All `wiki/decisions/?category=investor` for what we committed to share
   - `wiki/research/?kind=customer-call` for the past month (wins / struggles material)
   - `wiki/orgs/?entity_type=client` — counts by status (paying / trialing / churned)
   - Any financial entry in `wiki/finance/` for last month (burn + runway)

2. **Compute metrics** (don't invent — if the data isn't in the wiki, say so):
   - Active accounts / paying customers / MRR
   - WoW or MoM growth on the top metric
   - Burn + runway

3. **Pick 1-2 wins**: scan customer-call notes + findings for the past month, pick the most concrete + relevant
4. **Pick 1-2 struggles**: be honest. Investors smell BS. "Activation is at 32% — we want 50%; here's what we're trying"
5. **Identify 1-2 asks**: look at open commitments to investors + open hiring roles + customer-shaped needs
6. **Draft in the founder's voice**:
   - Numbers first, context second, asks last
   - Australian English
   - No corporate buzzwords
   - 400-600 words total (one-screen email)

7. **Save the draft** to `wiki/research/<YYYY-MM-DD>-investor-update-draft.md` with frontmatter kind:investor-update-draft, status:draft

8. **Notify boss** to review + send

## Tone examples (matching Sarah's voice)

> Hi all — quick update for May. Some good news this month: we signed our second paid design partner (Redgum Psychology, $1,500/mo) and shipped the SOAP auto-classification feature that's been the #1 ask. MRR is now $2,400.

NOT:

> Dear stakeholders, I am pleased to report continued momentum across multiple business dimensions...

## Anti-patterns

- Drafting from training data ("startups usually have X") instead of the wiki
- Hedging on numbers ("activation is around 30%-ish") — be specific or omit
- Five paragraphs of preamble before the actual update
- Vague asks ("any intros welcome") — concrete asks land

## After the draft is sent

- Mark the draft entry as `status: sent`, `sent_at: <date>`
- Log the send as a commitment-fulfilled (you said you'd send monthly; here's May's)
- Update `wiki/decisions/monthly-investor-cadence.md` last_updated