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Loops & Prompts › Prompts › Fundraising and investors
Top pickFundraising and investors

Monthly investor update

A crisp monthly update: highlights, numbers, lowlights and specific asks your investors can act on.

Use it when
Every month, ideally on the same day.
What you fill in
  • metrics Key metrics this month and last: revenue, growth, burn, runway
  • news Wins, losses, hires, launches
  • asks Intros or help you need
The prompt
Open in Claude ↗Open in ChatGPT ↗
Write my monthly investor update.

Metrics: metrics
News: news
Asks: asks

Format:
- Subject: "[Company] update, [Month]: [one-line headline]".
- TL;DR: 3 bullets.
- Metrics table: metric, this month, last month, change.
- Highlights (3) and lowlights (2 to 3, honest, with what we are doing about each).
- Asks: specific, e.g. "Intro to the VP Data at a Series B fintech", not "customers".
- One line of thanks.

Under 300 words. Plain, confident, no hype.
Before you answer, check your draft against every instruction above and fix anything that misses.
Replace each highlighted input with your details before you send it.
Why it works
  • Consistent format investors can scan.
  • Includes lowlights, which builds credibility.
  • Specific asks get acted on; vague ones do not.