Monthly investor update drafted from your ChartMogul metrics

On the first of every month at 9:07am, draft our monthly investor and board revenue update so a founder only has to edit it rather than assemble it from scratch.

Start by pulling ChartMogul metrics for the month that just closed and for the month before it, so every comparison is computed from two real periods rather than estimated. Use All Key Metrics for the combined picture, then pull MRR, ARR, MRR Churn Rate, Customer Churn Rate, ARPA, LTV and Customer Count for the individual series. Set the start and end dates to cover both full months.

Then use List Activities for the just-closed month to find the movements that actually drove the change. Identify the largest new business wins, the largest expansions, the largest contractions and the largest churn events, and use them to explain the MRR movement rather than simply restating it.

Create the document with Google Docs Create Document, titled like "Investor and Board Update, <Month Year>, DRAFT FOR REVIEW". Then fill in the body with Batch Update Document using these sections: headline ARR and month over month growth; what drove the change, referencing the specific new business, expansion, contraction and churn movements from the activity list; retention and net revenue retention commentary drawn from the churn rates alongside expansion versus contraction; a key metrics section covering MRR, ARR, ARPA, LTV and customer count for both months side by side; and risks and watch items with two or three things worth flagging.

Never state a number that did not come from a ChartMogul metrics response. Do not extrapolate, forecast, or fill a gap with a plausible figure. If a metric is unavailable, say so in the draft instead of estimating it. ChartMogul returns monetary amounts as integers in cents, so convert and format them as readable currency before writing them into the document. Compute every month over month change from the two pulled periods. Anything qualitative, such as why a number moved or what to watch next, must be clearly framed as commentary rather than as a reported fact.

Finally, post the document link to Slack with Send a Message so the update can be reviewed before it goes out. Include the headline ARR figure and the month over month change in the message so the reviewer knows what they are opening.

Label the output a draft for review everywhere it appears: in the document title, at the top of the document body, and in the Slack message. This update is never sent to investors automatically.