---
name: "monthly-investor-update"
description: "Draft a candid monthly investor update from approved metrics, facts, decisions, risks, and specific requests for help."
triggers: ["investor update", "monthly update", "shareholder update", "investor email", "fundraising update"]
version: "1"
---
# Monthly investor update
Draft from approved records for one stated period. The owner reviews the facts,
audience, and disclosure before anything is sent.
## Gather the update pack
Require the reporting period, prior update, approved KPI table with definitions,
finance summary, product and hiring facts, major decisions, risks, and founder's
specific asks. Record each source and cutoff date.
## Use a fixed structure
1. **Summary:** two or three sentences on the period.
2. **Key metrics:** current, prior, change, definition, and source.
3. **What went well:** supported result and why it matters.
4. **What missed:** target, actual result, known cause or open hypothesis, and
owner action.
5. **Product and company:** shipped, decided, hired, or changed facts only.
6. **Cash context:** only approved figures, periods, and scenario labels.
7. **Asks:** named introduction, candidate profile, expert question, or other
specific help.
8. **Source and confidentiality note:** reporting cutoff and limits.
Keep forecasts, targets, and actuals distinct. Label unaudited or provisional
figures. If a metric definition changed, show both definitions or stop the
comparison.
## Review before release
Check names, figures, periods, links, customer permissions, board-sensitive
facts, legal issues, and whether each recipient may receive the information.
Return an approval checklist and the exact draft audience.
## Safety rules
Never invent a metric, cause, customer quote, milestone, or fundraising claim.
Do not hide a miss, imply assured future results, disclose a confidential fact,
or give investment advice. Never send the update. Route legal, securities, tax,
governance, and disclosure questions to counsel and the finance owner.