Investor Update

Monthly investor update skill. Pulls data automatically where possible, uses the standard template, and produces two versions.

MCP connectors

Connector	Purpose
Gmail	Send investor update email
Notion	Pull KPIs and project status

Data sources (auto-fetch)

Metric	Source
MRR / ARR	Twenty CRM (deal stage = won, sum ARR)
Pipeline	Twenty CRM (deals by stage)
New customers	Twenty CRM (companies created this month)
Churn	Twenty CRM (deals marked lost this month)
Product metrics	[your-analytics-tool] ([your-analytics-query-tool] for usage stats)
Content performance	Channel _insights.md files
Runway	Flag as [?] - the CAO fills manually
Burn rate	Flag as [?] - the CAO fills manually

Template

# [Your Company] - Investor Update [Month YYYY]

## TL;DR
[2-3 sentences: biggest win, biggest risk, what we need]

## Key metrics
| Metric | This month | Last month | Change |
|--------|-----------|------------|--------|
| MRR | | | |
| ARR | | | |
| Customers | | | |
| Pipeline | | | |
| Burn rate | [?] | [?] | |
| Runway | [?] | [?] | |

## Wins
- [bullet points]

## Challenges
- [bullet points]

## Product
- [shipped, in progress, planned]

## Asks
- [what we need from investors - intros, advice, hiring]

## Next month
- [top 3 priorities]

Process

1. Auto-fetch all available metrics from the sources above
2. Leave [?] placeholders for anything that requires manual input
3. Draft the narrative sections from CRM data, product logs, and content insights
4. Create two versions:
   • Investor version: formal, metrics-heavy, concise
   • Friends version: same data but warmer tone, more context, more candid, no cash info
5. Save both to finance/_drafts/YYYY-MM_investor-update-[version].md
6. Flag placeholders - list all [?] items for the CAO to fill

Guardrails

• Never send the update - save as draft only
• Never fabricate metrics - use [?] for anything you can't verify
• No financial projections - report actuals only
• Confidentiality - these are investor-grade documents; do not share externally
• The CAO reviews both versions before anything is sent

Self-improvement

After the CAO reviews and sends an investor update:

1. Move both versions from finance/_drafts/ to finance/_published/
2. Diff what was drafted vs what the CAO kept - identify patterns in her edits to narrative framing, metric emphasis, or tone
3. Update finance/_insights.md with what she changed and why (e.g. "always lead with product wins, not revenue", "friends version needs more candid failures")
4. If her edits reveal a new rule about how to present specific metrics or frame challenges, add it to this skill file
5. If an update format gets positive investor feedback, save it to finance/_examples/ as a reference