Investor Update

Monthly investor email that builds confidence without overselling

12 minutesManual: 1-2 hours

Generates a monthly investor update email with key metrics, highlights, lowlights, and asks. Balances transparency (investors hate surprises) with narrative framing (context matters). Includes a metrics snapshot that's scannable in 30 seconds.

Workflow Steps

1

Metrics Pull

/revops

Key metrics: ARR, growth rate, burn, runway, pipeline, retention

2

Highlight/Lowlight

/chief-of-staff

Identify the 3 most important things that happened this month

3

Narrative Draft

/produce-content

Write the update balancing transparency with strategic framing

4

Tone Check

/edit-content

Verify honest tone: no overselling, no burying bad news

Example

March investor update. Metrics show ARR up 8% MoM, but 2 churned accounts. The workflow frames the churn honestly (both were bad-fit accounts from pre-ICP era), highlights the 3 new logos in the target segment, and includes an ask for introductions to 2 specific companies in the portfolio that match the ICP.

Related Workflows

Board Prep

Board deck with financial narrative and appendix in 40 minutes

40 minutes

Forecast Preparation

Bottom-up forecast with weighted pipeline and risk adjustments

12 minutes

Deep Dives

Claude Code for GTM

Ready to automate this workflow?

Every workflow ships with Knowledge OS. Set up your system in 90 minutes.

View Pricing All Workflows

Built and maintained by Victor Sowers at STEEPWORKS