Investor Update Generator Skill Skill

Investor Update Generator Skill

Overview

The Investor Update Generator skill provides capabilities for generating structured, professional investor update communications. It enables startups to maintain strong investor relationships through consistent, informative updates that follow best practices from accelerators like Y Combinator and established investor relations frameworks.

Capabilities

Core Functions

Template Application: Apply proven investor update templates (YC, a]6z, etc.)
Metrics Dashboard Generation: Generate key metrics dashboards and visualizations
Wins/Challenges/Asks Format: Create structured updates with wins, challenges, and asks
Engagement Tracking: Track investor engagement with updates
Cadence Scheduling: Schedule and manage update cadence
Tier Personalization: Personalize updates for different investor tiers
Board Material Generation: Generate board meeting materials
Response Tracking: Track and manage investor responses and offers to help

Advanced Features

Automated metrics pull from analytics
Comparison to previous period metrics
Narrative tone calibration
Call-to-action optimization
A/B testing subject lines
Investor segmentation
Help request matching
Annual summary generation

Usage

Input Requirements

Reporting period (monthly, quarterly)
Key metrics and KPIs
Major accomplishments
Challenges and obstacles
Specific asks for help
Investor tier classifications
Previous update content (for comparison)

Output Deliverables

Formatted investor update email
Metrics dashboard/charts
Wins/challenges/asks summary
Personalized versions by tier
Board presentation slides
Help request tracking

Process Integration

This skill integrates with the following processes:

investor-update-communication.js - Primary integration for all phases
board-meeting-presentation.js - Board update materials
series-a-fundraising.js - Pre-raise relationship building
due-diligence-preparation.js - Historical update compilation

Example Invocation

Skill: investor-updates
Context: Monthly investor update for seed-stage startup
Input:
  - Period: January 2026
  - MRR: $45K (+15% MoM)
  - New Customers: 8
  - Churn: 2%
  - Runway: 14 months
  - Wins: [Major customer signed, Key hire made]
  - Challenges: [Sales cycle length, Engineering capacity]
  - Asks: [Intro to VP Sales candidates, Customer intros in healthcare]
Output:
  - Formatted email with YC template
  - Metrics visualization
  - Personalized asks by investor expertise
  - Subject line options
  - Send schedule recommendation

Dependencies

Email template libraries
Metrics visualization tools
Email tracking integration
Investor database
Calendar/scheduling integration

Best Practices

Send updates consistently (monthly recommended, quarterly minimum)
Lead with metrics, even if they're not great
Be transparent about challenges - investors appreciate honesty
Make specific, actionable asks for help
Keep updates concise (5-minute read maximum)
Include a clear metrics dashboard at the top
Personalize asks based on investor expertise and network
Follow up on previous asks and offers to help
Send updates even when news is mixed or negative
Track which investors engage and respond
Use updates to build relationship capital before the next raise
Thank investors who provided help or introductions

Agent Skills: Investor Update Generator Skill

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