How-to · Business Operations · By Mohit Agarwal (PM Skills)

How to use Investor Update in your AI agent

Install and use the Investor Update skill in Claude Code, Cursor, Codex, Gemini CLI, OpenCode, and Windsurf — with sample prompts.

What you'll get

This skill helps founders and executives write clear, structured investor updates that follow the format VCs and angels actually want to read. It prompts you for your key metrics, highlights, challenges, and asks, then produces a professional update that's honest, skimmable, and builds investor trust. Perfect for monthly check-ins, quarterly board updates, or progress reports to your cap table.

Step 1 — Get the skill source URL

The Investor Update skill lives at:

Open ↗

Step 2 — Add it to your AI agent

Copy one of these prompts and paste it into your AI tool. The agent will fetch and install the skill for you.

Claude Code

Add the agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investor-update to my project.

Cursor

Install this agent skill: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investor-update

Codex

Add this skill to .codex/skills/: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investor-update

Gemini CLI

Add the skill at https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investor-update to my .gemini/skills/ directory.

OpenCode

Install this agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investor-update

Windsurf

Add this skill: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investor-update

Step 3 — Try these prompts

Once the skill is installed, ask your AI things like:

  • Send a monthly or quarterly update to your investors or board
  • A founder who wants to save time writing investor communications
  • Make sure your update follows investor best practices
  • Communicate progress, challenges, and needs clearly to your cap table

What this skill does

  • 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
SkillInvestor Update
Made byMohit Agarwal (PM Skills)
CategoryBusiness Operations
SourceView original ↗