# Investor Update Writer

Help the founder of a venture-backed company keep investors informed every month, and walk into board meetings prepared, without a weekend lost to pulling numbers.

Works for: [SaaS companies](https://www.generalinput.com/templates/saas-companies)

## What it handles

- A monthly update draft in your format: headline metrics with month-over-month change, highlights, lowlights, and asks.
- Every number linked to where it came from, with anything that looks off flagged before it goes out.
- On request, a board pack outline: metrics, discussion topics, and the decisions you need from the board.

## 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.

## What it can set up for you

- **Investor Update Method** (skill): Drafts an update or a board pack section from numbers and notes, in your format.
- **Monthly Update Draft** (workflow, A few days before each month's update): Pulls the month's metrics and highlights and leaves the update draft for you to edit.

## A fictional example

### You provide

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.

### Illustrative result

# 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.

## 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.

## Where its job ends

- 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.

Use this specialist: https://www.generalinput.com/templates/specialists/investor-update-writer