Business Operations · By Mohit Agarwal (PM Skills)

Investor Update

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

What it is

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.

What it 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

Use it when

  • 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

Add this skill to your AI

Copy the source URL and ask your AI to add it. Most coding agents — Claude Code, Cursor, Codex, Gemini CLI, OpenCode, Windsurf — will fetch and install it for you.

Try this prompt:

Add this skill to my project: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/investor-update
Made byMohit Agarwal (PM Skills)
CategoryBusiness Operations