Investor Update vs Vendor Evaluation — Which AI Skill Should You Use?

The short version

By Mohit Agarwal (PM Skills)

Write monthly or quarterly investor updates with metrics, wins, challenges, and asks.

By Mohit Agarwal (PM Skills)

Compare suppliers with weighted scorecards and get a recommendation on who to buy from.

Creates a structured investor update with metrics table, highlights, challenges, and asks
Prompts you for key inputs like revenue, runway, wins, and problems to ensure nothing is missed
Formats the update in the style preferred by early-stage and growth investors
Includes an honest challenges section to build credibility and trust
Makes your asks specific and actionable so investors know how to help

Creates a weighted scorecard with criteria like functional fit, pricing, implementation difficulty, and vendor stability
Generates specific questions to ask each vendor about their product, pricing, support, and security
Scores each vendor against your criteria and calculates a total weighted score
Delivers a recommendation with the winner, runner-up, key risks, and contract terms to negotiate
Includes reference check questions to ask existing customers of each vendor

You need to send a monthly or quarterly update to your investors or board
You're a founder who wants to save time writing investor communications
You want to make sure your update follows investor best practices
You need to communicate progress, challenges, and needs clearly to your cap table

You're comparing software tools or service providers and need a systematic way to decide
You're running an RFP process and need to score multiple vendors fairly
You need to justify a vendor choice to your team or leadership with data
You're evaluating suppliers and want to avoid missing important criteria or risks