Investor Update

Generate concise, honest monthly or quarterly investor updates from your company metrics, milestones, challenges, cash status, and specific asks to build tru...

Security Scan

Instruction-only skill that provides templates and guidance to generate investor updates; it requests no credentials, installs nothing, and its instructions are consistent with its stated purpose.

Purpose & Capability

Name/description (investor updates) match the content of SKILL.md: templates, metrics, writing rules and frequency guidance. There are no unrelated requirements (no env vars, binaries, or install steps).

Instruction Scope

Runtime instructions only ask for company metrics, milestones, challenges, cash status and asks. They do not instruct the agent to read arbitrary files, environment variables, or system state, nor to transmit data to third-party endpoints as part of the skill's flow.

Install Mechanism

No install spec or code files; instruction-only skills have minimal runtime footprint. There is no downloading or extraction of third‑party code.

Credentials

The skill declares no required environment variables or credentials and the instructions do not reference any secrets or config beyond the user-supplied metrics, so requested access is proportionate.

Persistence & Privilege

always is false and the skill does not request persistent presence or modify other skills or system settings. Autonomous invocation is the platform default and not a concern here.

Assessment

This skill appears internally consistent and low-risk because it is instruction-only and requests no credentials. Before installing: 1) Verify the publisher/trustworthiness since the source is 'unknown'. 2) Do not paste secrets (API keys, private keys, payroll data) into prompts — only provide the metrics the template asks for. 3) Note the README promotes paid 'Context Packs' on an external site (afrexai-cto.github.io); those are marketing links only and not required for the skill to function. 4) If you plan to use an agent that forwards prompts to an external LLM service, consider whether the data you provide is sensitive (agent/LLM providers may retain logs depending on their policy). 5) Test with non-sensitive/dummy data first to confirm behavior.

Investor Update Generator

Generate professional monthly/quarterly investor updates that keep stakeholders informed and build trust.

What This Does

Takes your company metrics and turns them into a structured investor update — the kind that gets forwarded to other investors and opens doors for your next round.

How to Use

Tell your agent: "Write my investor update for [month/quarter]"

Provide:

• Revenue / MRR / ARR numbers
• Key wins and milestones
• Challenges and how you're addressing them
• Cash position and runway
• Key hires or team changes
• Asks (intros, advice, resources)

Update Structure

1. TL;DR (3 bullets max)

The headline numbers. If an investor reads nothing else, they get the picture.

2. Key Metrics Dashboard

Metric	This Period	Last Period	Change
MRR/ARR
Revenue
Customers
Burn Rate
Runway (months)
NRR
CAC Payback

3. Wins

What went right. Be specific — names, numbers, dates. "Closed Acme Corp ($120K ACV)" beats "signed new enterprise client."

4. Challenges

What's hard right now. Investors respect honesty. Frame as: problem → what you're doing about it → expected timeline.

5. Product & Engineering

Ship log. What launched, what's in progress, what's next. Link to demos if possible.

6. Team

New hires, departures, org changes. Headcount trajectory.

7. Cash & Runway

• Starting cash
• Revenue collected
• Burn
• Ending cash
• Runway at current burn

8. The Ask

Be specific. "Intro to [person] at [company] for [reason]" converts. "Any intros would be great" doesn't.

Frequency Guide

Stage	Frequency	Length
Pre-Seed/Seed	Monthly	1 page
Series A	Monthly	1-2 pages
Series B+	Quarterly	2-3 pages

Writing Rules

1. Lead with metrics — numbers first, narrative second
2. Be honest about bad news — burying it destroys trust faster than the bad news itself
3. Consistent format — same structure every time so investors can scan quickly
4. Send on time — first week of month/quarter, no exceptions
5. Include a forward look — what you expect next period
6. Keep it under 2 pages — respect their time
7. End with a specific ask — every update is an opportunity

Red Flags to Avoid

• Skipping months when things are bad
• Vanity metrics without context (MAU without retention)
• Vague language ("things are going well")
• No mention of cash position
• Asking for nothing (missed opportunity)

Templates by Stage

Pre-Seed Monthly (5 min read)

Subject: [Company] — [Month] Update: [One-line headline]

Hi [First Name],

TL;DR:
• [Metric 1 headline]
• [Metric 2 headline]  
• [Key win or milestone]

[2-3 paragraphs covering metrics, progress, challenges]

The Ask: [Specific request]

Thanks for your support,
[Name]

Series A Quarterly (10 min read)

Subject: [Company] Q[X] 2026 Update — [Headline metric]

Executive Summary: [3 bullets]

Financial Highlights: [Table]

Product: [Ship log]

Go-to-Market: [Pipeline, wins, losses]

Team: [Changes, hiring plan]

Outlook: [Next quarter targets]

Board Items: [Decisions needed]

Asks: [Specific requests with context]

Benchmarks (2026)

Metric	Bottom Quartile	Median	Top Quartile
MoM Growth (Seed)	<5%	10-15%	>20%
Net Revenue Retention	<90%	100-110%	>130%
Burn Multiple	>3x	1.5-2x	<1x
CAC Payback	>18mo	12mo	<6mo
Logo Churn	>5%/mo	2-3%/mo	<1%/mo

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