← ClaudeAtlas

investor-updateslisted

Write investor updates that build confidence and surface help — monthly format, board deck structure, fundraising narrative, and metrics dashboards. Use when writing investor updates, preparing board meetings, or communicating with stakeholders. Triggers on: "investor update", "board deck", "monthly update", "investor communication", "fundraising update", or any stakeholder reporting.
LeadMagic/gtm-skills · ★ 3 · AI & Automation · score 82
Install: claude install-skill LeadMagic/gtm-skills
# Investor Updates ## Overview Investor updates are the most underleveraged asset in a founder's toolkit. A great update builds confidence, surfaces problems early when investors can help, and makes fundraising conversations natural rather than desperate. A bad update — or no update — signals that things aren't going well, even when they are. Send monthly. Every month. Even when (especially when) things are hard. ## When to Use - "Write my monthly investor update" - "Create a board deck" - "Prepare for a board meeting" - "Structure an investor communication" - "What should I include in investor updates?" - "Build a fundraising narrative" ## Step-by-Step Process ### Phase 1: Monthly Update Structure Every update follows this structure. Every month. Consistency builds trust. **1. Headline / TL;DR (1-2 sentences)** "Revenue grew 12% MoM to $X MRR. Churn dropped to 1.2%. Hired first AE." **2. Key Metrics** - MRR / ARR (with growth rate) - Customer count (new, churned, net new) - Churn rate (logo + revenue) - Cash / runway (months remaining) - Burn rate (monthly) **3. Wins (what went right)** 3-5 bullet points. Specific, named achievements. "Closed Acme Corp ($24K ACV)" not "made good progress on enterprise deals." **4. Challenges (what's hard)** 2-3 bullet points. Be honest. "Churn spiked to 3% this month. Investigating root cause — initial data points to onboarding gaps. Hired a CS lead to fix." **5. Asks (specific things investors can help with)** "Introduction to