Investor & stakeholder update writer

On the monthly cadence you choose, an update writer turns your progress, metrics, and asks into a candid draft investor update in your voice — synthesized like a mini-QBR — landing one item for you to approve before it is sent.

Saves you ~43 min / week

Join the waitlist

What it installs

Agents 2

  • Update Writer

    Turns the month's progress into a candid update draft.

  • Investor & stakeholder update writer Quality Reviewer

    Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.

Teams 1

  • Investor & stakeholder update writer quality team

    The delivery agents produce the work while an independent quality reviewer checks each workflow handoff against explicit evidence, domain, and communication requirements before the run can continue.

Workflows 1

  • Synthesize, gather KPIs, draft, self-check, approve

    Synthesize the month, gather the KPIs, draft the update in the founder's voice, self-check against the quality bar, and hand off for approval.

Documents 2

  • Update format & founder voice

    The editable template the writer fills in each month — your section structure, audience list, founder-voice rules, and any banned phrasing. Fill it in; the agent follows it.

  • KPI definitions

    The metrics that go in every update and how they are calculated.

Goals 1

  • Monthly investor update sent

    Keep investors and stakeholders updated every month.

Skills 3

  • investor-materials

    Keep investor-facing materials consistent and defensible: one source of truth for every number, explicit assumptions, a precise ask, and a quality gate that catches unverifiable claims and revenue math that doesn't sum. Adapted from affaan-m/everything-claude-code/investor-materials.

  • quarterly-review

    Synthesize a period's progress like a QBR: pull financial, customer, and product data, compute trends and the why, surface three opportunities and three risks, write a plain-English narrative, and degrade gracefully when a data source is missing. Adapted from anthropics/knowledge-work-plugins/quarterly-review.

  • stakeholder-update

    Write a candid stakeholder update tailored to audience and cadence: an exec format (status color, TL;DR, progress tied to goals, risks, specific asks), audience-specific framing, and the lead-with-the-conclusion / specific-asks discipline. Adapted from anthropics/knowledge-work-plugins/stakeholder-update.

Schedules 1

  • Monthly investor update

    Drafts the monthly investor update on the schedule you choose. ## Professional quality control Objective: complete the recurring Investor & stakeholder update writer operating cycle and deliver a review-ready, evidence-backed result rather than merely report that the schedule ran. Start by fixing the review period, reading the current source records and prior run, confirming required access, and listing missing or contradictory inputs. Execute the bundle's full authored method in order, retaining source, calculation, command, or before/after evidence for load-bearing findings. Separate facts from interpretation, apply supplied policy without inventing thresholds, and stop any branch that requires missing authority or an unconfirmed human rule. Produce the complete named deliverable plus an evidence record, assumptions, exceptions, unresolved questions, and concrete next actions with owners where the method calls for them. Run the workflow's independent verifier checks and fix failures before requesting approval. The task is done only when every requested section and quality criterion passes or a blocker is explicit; silence, inaccessible data, or polished prose is not proof of completion. Cross-check dates, budget, metrics, claims, milestones, and dependencies across every launch artifact. Confirm that plans distinguish proposed from committed actions. External narrative must preserve the approved positioning and remove generic AI phrasing, hype, filler, and unsupported momentum claims. The human retains authority over publication, sending, spend, signing, merging, deployment, and other consequential external actions.

Folders 1

  • Investor updates

Requirements

What this playbook expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your metrics tools (analytics, billing, CRM, project tracker) — The writer reads the month's numbers — revenue/MRR, growth and churn, burn and runway, the north-star metric, and shipped work — from those tools through their web interfaces in your browser, and pauses for your approval before the update is sent. Until you connect them, it drafts from attached exports and the KPI definitions document, noting any metric it couldn't source.
  • Browser access to your email — Sending the approved update to investors and stakeholders happens through your email's web interface in your browser, and the writer pauses for your approval first. Until you connect it, it hands you the final update to send by hand.

Setup guide

How to Write Investor Updates With an Agent

A practical guide to drafting candid investor updates from KPIs, shipped work, risks, asks, and approval gates.

Read the setup guide

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Install Investor & stakeholder update writer and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.