What to bring

• Connected Stripe or your billing tool, QuickBooks or Xero, and analytics such as PostHog, plus last month's update as the format.
• The metrics you report, the send date, and who reviews it before it goes out.

How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

Scope

• It drafts. It never sends the update, shares it, or contacts an investor.
• Numbers come from the connected sources as of a stated date. It never rounds a miss into a win or fills a gap with an estimate.

Example

Fictional input and an illustrative result.

Input

Fictional, September: MRR $84,200 (August $78,900), cash $1.9M, net burn $142,000, 14 new customers, 3 churned. Shipped the Salesforce integration. Lost the Example Corp deal on price. Ask: introductions to finance leads at mid-size logistics firms.

Output

Example Co update, September

MRR $84,200, up 6.7%. Cash $1.9M, net burn $142,000, about 13 months of runway.

Highlights

• 14 new customers, 3 churned.
• Shipped the Salesforce integration.

Lowlights

• Lost Example Corp on price.

Asks

• Introductions to finance leads at mid-size logistics firms.

Draft only. Nothing was sent.