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AI agent for project managers

Investor Update Report Agent

Accurate, consistent investor updates on schedule

Investor Update Report Agent: what goes in, what the agent does and what you get

What it does

Equity investors expect regular updates on budget, schedule, leasing or sales, and risks, and a wrong number damages trust. This agent gathers the cost report, schedule, leasing or sales data and risk log, and drafts the update with every number taken from those sources. It checks that each number matches its source and the last update, and that every change in projected returns is explained. If numbers conflict, such as a budget figure that differs from the latest cost report, it asks the project team to confirm before finishing, then checks again. The developer approves and sends every update; the agent never contacts investors. Edge case: a material adverse change, such as a lost anchor tenant, is flagged for immediate notice under the operating agreement rather than waiting for the regular update.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Update due 2 USES A TOOL Gather cost report, schedule, leasing data and risklog 3 DOES Compare with the last update 4 DOES Draft the update and explain changes in projectedreturns 5 CHECKS THE RESULT Do numbers match sources and is every changeexplained? If not: ask the project team to confirm the conflictingfigures. Back to step 2. 6 DOES Flag any material adverse change for immediatenotice 7 YOU APPROVE Developer approves and sends 8 RESULT Update sent
Read the steps as a list
  1. Update due
  2. Gather cost report, schedule, leasing data and risk log
  3. Compare with the last update
  4. Draft the update and explain changes in projected returns
  5. Do numbers match sources and is every change explained?If not: ask the project team to confirm the conflicting figures. Back to step 2.
  6. Flag any material adverse change for immediate notice
  7. Developer approves and sendsThe agent waits here for your OK.
  8. Update sent

How it decides

Numbers must match sources. Changes from last update are explained.

  • Numbers from sources
  • Changes explained
  • Adverse changes flagged

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Frequency
  • Template
  • Metrics
  • Distribution list

What keeps you in control

It always asks you first

  • Developer sends every update

Hard limits

  • Never sends updates
  • No forward-looking promises

It stops when

  • Done: update sent
  • Stop: project sold

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor the Q3 update on a 120-unit apartment project, the agent gathered the cost report, schedule and leasing data. The check failed: the draft showed a $42.6 million budget, but the September cost report said $43.1 million. It asked the project team, who confirmed a change order. The agent updated the figure and explained a 0.3% drop in projected return. The developer approved and sent the update.

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