--- name: investor-update description: Monthly investor update template, metrics, asks, shipped. version: 1 targets: [claude, codex, cursor, gemini, opencode] ---

Investor Update

Write the monthly investor update. Be honest. Investors tolerate problems; they don't tolerate surprises they could have seen coming.

Inputs you need

• Month and year
• MRR (and delta from last month)
• Key growth metrics (WAU, signups, retention, NPS — whatever you track)
• 3–5 shipped items with one-line descriptions
• What is working (1–2 things)
• What is not working (1 thing, be specific)
• One ask

Template

[MONTH YEAR] Update — [COMPANY]

Hi [names],

**Numbers**
- MRR: $[X] ([+/-N]% mom)
- [Metric 2]: [value] ([delta])
- [Metric 3]: [value] ([delta])

**Shipped**
- [item] — [one-line why it matters]
- [item] — [one-line why it matters]
- [item] — [one-line why it matters]

**What's working**
[2–3 sentences. Specific. "Referral from X converts at 3× organic" is good. "Growth is happening" is not.]

**What's not**
[1–2 sentences. Name the specific problem and what you're trying. Don't rationalize.]

**Ask**
[One ask. Intro to X, feedback on Y, warm connection to Z.]

Thanks,
[Name]

Rules

• Subject line: "[Company] — [Month] Update"
• Never bury bad news in the middle. Put it after "What's working" so it reads as candor, not evasion.
• The "ask" must be actionable in 5 minutes or less for a busy investor.
• Total length: 300–400 words max.