Write a monthly investor update with metrics, cash, and asks
A concise, honest update to investors with key metrics, wins, challenges, cash position, and specific asks.
The prompt
Write my monthly investor update.
Company and stage: [DETAILS]
Key metrics this month vs. last month and plan: [PASTE: revenue or ARR, growth, burn, cash, runway, customers, pipeline, headcount]
Highlights: [WINS - customers, launches, hires]
Lowlights and challenges: [WHAT went wrong or is behind plan]
Cash and runway: [CASH BALANCE, NET BURN, MONTHS OF RUNWAY, fundraising status]
Asks: [specific introductions, hires, advice]
Format:
1. A 3-sentence TL;DR at the top.
2. A metrics table with this month, last month, and plan.
3. Highlights (3-5 bullets).
4. Lowlights (2-4 bullets), each with what we are doing about it.
5. Cash and runway, stated plainly.
6. Asks: specific and easy to act on (name the type of person, company, or expertise).
7. A one-line thank-you.
Rules:
- Same structure every month so investors can compare.
- Bad news stated directly and early; no spin.
- Use exactly the numbers I provide; mark missing ones [ADD].
- Under 500 words.
- Do not include confidential customer details without permission.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Email & Workplace Communication prompts
What to fill in
- DETAILS
- WINS - customers, launches, hires
- WHAT went wrong or is behind plan
- CASH BALANCE, NET BURN, MONTHS OF RUNWAY, fundraising status
- specific introductions, hires, advice
- ADD
How this prompt is built
This prompt follows the RTF structure (Role, Task, Format). RTF tells the model who to be, what to do and what shape the answer should take. It is the quickest structure that still gives noticeably better results than a bare request.
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