Use AI to Write a Monthly Investor Update
A VC operating partner's exact 4-step workflow using a Claude skill, gather data, prompt, verify the TL;DR answers five questions, check the honest flags, written for founders.
Open gtm.stage2.capital →
Operations & Back-office
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Guide
How do people use AI to prepare MIS/investor updates faster?
The short answer
The trick founders converge on: dump the raw material, revenue, cash balance, burn, pipeline, product wins, team news, into one document, then have the AI draft the update in a fixed template with a strong TL;DR up top. The AI handles the structure and polish; you supply the numbers and the honesty, including the flags investors actually respect like elevated burn or churn reasons. What used to eat half a day each month now takes 20-30 minutes of reviewing and editing a solid draft.
A quick orientation. The real value is below: resources worth your time, from people who've actually done it.
3 resources worth your time
AI For Investor Updates: A Concrete AI Use Case
Includes a full copy-paste prompt that interviews you section by section (vision, highlights, challenges, asks) and drafts the letter, still one of the cleanest starting points.
Open ottopohl.com →ChatGPT for finance, use cases and prompts
Its financial communication section has ready prompts for investor updates, board talking points and QBR decks, the MIS-style reporting layer, free and official.
Open academy.openai.com →