CEO / Founder5 min per update

Investor Update Drafts

Most founders spend 4-6 hours each month compiling investor updates. Your agent pulls ARR, burn rate, runway, and key wins from your existing tools — then drafts personalized emails for each investor based on what they actually track.

March 2026 Investor Update
DRAFT READY
Sarah Kim — Sequoia
Tracks: ARR growth, retention
Personalized
David Chen — a16z
Tracks: Runway, hiring plan
Personalized
Maria Lopez — First Round
Tracks: Product milestones
Personalized
Preview — Sarah Kim draft
3 drafts ready for review
Auto-generated post month-end
5min
Per Investor Update
4-6hrs
Saved Monthly
100%personalized
Per Investor
0copy-paste
Zero Manual Data Pulls
How it works — Data extraction

Pulls real numbers from your stack. Not last month's screenshot.

After your monthly close, the agent connects to Stripe for MRR and churn data, your accounting tool for burn rate and runway, HubSpot for pipeline metrics, and your HRIS for headcount changes. Every number is live — no manual exports, no stale spreadsheets.

The average Series A founder we work with was spending 3 hours per month just gathering this data before their agent handled it.

Data Sources
StripeMRR, churn, new revenue
QuickBooksBurn rate, runway, cash
HubSpotPipeline, deals, conversion
Lever / AshbyHeadcount, open roles
Google SheetsOKR progress, KPIs
Personalization Matrix
Lead investor (Sequoia)Data-heavy
ARR growth trajectory, net retention, competitive wins
Board member (a16z)Strategic
Runway, hiring plan, burn efficiency
Angel (individual)Narrative
Product milestones, customer logos, team wins
How it works — Personalization

Each investor gets the update they actually want to read.

Your lead investor wants ARR trajectory and net retention. Your board member wants runway and hiring velocity. Your angel investor wants product wins and customer logos. One update template doesn't work — so your agent doesn't send one.

The agent learns what each investor tracks (you tell it once), then emphasizes the right metrics in each draft. Same data, different story — tailored to what matters to each person reading it.

How it works — Review & Send

Drafts land in your inbox. You review, tweak, hit send.

3-5 days after month-end close, the agent drops personalized email drafts into your Gmail (or Outlook) drafts folder. Each one is ready to send — subject line, greeting, metrics, narrative, and sign-off included.

You spend 5 minutes per email reviewing the draft, making any edits, and hitting send. That's it. No more Sunday night update sessions. No more "I'll send it next week" that turns into next month.

Month-end
Books close, data syncs automatically
Day 3-5
Agent compiles metrics from 5 sources
Day 3-5
Personalized drafts written per investor
Day 3-5
Drafts placed in your email drafts folder
You
Review 5 min per email, hit send

Other use cases for CEO / Founder

View all 27 use cases →

Stop spending Sunday nights on investor updates.

Starting at $2,000. Your agent handles the data pull, the writing, and the personalization. You just review and send.

Investor Update Drafts is included in every tier — no add-on required.

20-minute strategy call · No commitment

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