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AI agent for founders

Monthly Investor Update Agent

An accurate, on-time monthly investor update

ReportingExecutives and strategy
See how it worksGet access
Monthly Investor Update Agent: what goes in, what the agent does and what you get

What it does

Investors expect a regular update with key metrics, wins, challenges and asks, but founders write it late because the numbers sit in several tools. This agent pulls the month's revenue, burn, runway, customer count and hiring from finance and product tools. It compares each figure with last month and with plan, and picks the three largest changes to highlight. It drafts the update in the founder's usual structure and suggests concrete asks, such as introductions to a type of customer. Before the founder sees it, the agent checks every figure against its source and against last month's update so numbers stay consistent. If a figure does not match, it corrects it or flags it and redrafts. The founder edits, approves and sends the update. Edge case: a metric definition changed this month, so the agent restates last month on the new basis and adds a short note.

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 Month closes 2 USES A TOOL Pull revenue, burn, runway, customers and hiring 3 USES A TOOL Load last month's update and the plan 4 DOES Compare with last month and plan and pick the topthree changes 5 USES A TOOL Draft the update in the founder's format withsuggested asks 6 CHECKS THE RESULT Does every figure match its source and last update? If not: correct or flag the number, note any definitionchange and redraft. Back to step 2. 7 DOES Prepare a review copy with sources next to eachfigure 8 YOU APPROVE Founder edits and approves 9 RESULT Update sent by the founder
Read the steps as a list
  1. Month closes
  2. Pull revenue, burn, runway, customers and hiring
  3. Load last month's update and the plan
  4. Compare with last month and plan and pick the top three changes
  5. Draft the update in the founder's format with suggested asks
  6. Does every figure match its source and last update?If not: correct or flag the number, note any definition change and redraft. Back to step 2.
  7. Prepare a review copy with sources next to each figure
  8. Founder edits and approvesThe agent waits here for your OK.
  9. Update sent by the founder

How it decides

It uses only source-checked figures and highlights the three largest changes against plan.

  • Runway calculated on last three months average burn
  • Definition changes always disclosed
  • Asks limited to three

Make it yours

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

  • Update structure
  • Metrics included
  • Send day
  • Asks section on or off

What keeps you in control

It always asks you first

  • Sending the update

Hard limits

  • Never sends to investors
  • Does not share data rooms

It stops when

  • Done: update approved
  • Stop: books not closed

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 May update, the draft said 214 customers. Last month's update said 220, but churn was only 3, so the consistency check failed. The agent traced the gap to trial accounts counted in April, restated April at 207 on the paid-only basis, and added a one-line note. It also suggested an ask for two logistics introductions. The founder trimmed the wins section and approved it.

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