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Investor Update

🔵 Stable🕐 updated 2026-06-08 🔷 SkillSpec L3 pm-business

Write a structured monthly or quarterly investor update. Use when asked to write an investor update, investor newsletter, board update, or startup progress report for investors. Produces a clear, credible update with highlights, metrics, challenges, and asks — in the format investors actually want to read.

▶ Run it free — no key needed 📝 Grade your existing draft View SKILL.md ↗

🗣 Say this to your agent

“Write an investor update for [month/quarter]”“Draft a monthly update for our investors based on these notes: [paste notes]”“Help me write a board update for Q[N]”“Write our Series A investor newsletter”

What to give it

Company name and stage — Seed / Series A / Series B / etc.
Period covered — month or quarter
Key metrics this period — revenue, MRR, users, churn, burn, runway — whatever's relevant
Biggest wins
Biggest challenges or misses
Specific asks from investors — intros, advice, talent, partnerships
What's coming next period
Tone — formal / conversational — most investors prefer conversational

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

Opens with a specific highlight or honest framing (not a pleasantry)
Numbers include period-over-period comparison
Challenges section is present and honest
Asks are specific and actionable
Total length is skimmable in 3–4 minutes
No spin or buzzwords

⚠️ What it refuses to do

Do not omit challenges or bad news — sanitised updates erode investor trust faster than bad results do
Do not bury the lead — use BLUF structure and put the most important news in the first paragraph
Do not send an update without a clear "Ask" section — investors who want to help need to know how
Do not use buzzwords or spin — investors see hundreds of updates and will see through vague positive language
Do not report metrics without a comparison baseline — numbers without context (vs. last period or target) are meaningless

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Start with

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="investor-update"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Investor Update is one of 1153 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog