Monthly investor update: subject line, TL;DR, metrics table, asks, runway, and follow-ups for non-responders.
You promised investors a monthly update and wrote exactly one. This tool drafts the update from the numbers and events you give it, in a structure that is easy to read: a subject line, a TL;DR for partners who skim, a metrics table with month-over-month changes, wins, lowlights without spin, and specific asks. It adds a runway statement, a question to prompt replies, and three follow-up messages for investors who did not answer. It is told to use only the figures you provide, so check every number before you send it.
Brief used: “Company: Lasso, an AI sales agent for SMB tools companies (made up for this example). Pre-seed, raised $600k in March, 14 angels + 2 micro-funds. May vs April: MRR $11.4k vs $7.2k, paying customers 38 vs 24, logo churn 4.1% vs 5.8%, net new ARR $50.4k vs $32.4k, cash $478k vs $521k, runway 13 vs 14 months, burn $43k/mo, self-serve trial conversion 14% vs 8% after guided setup. Wins: first engineer hired (starts June 10), signed Northwind Labs at $1,200/mo, our largest customer. Lowlights: lost a $36k ACV deal to a larger competitor that had three integrations we lack (HubSpot ships in June); two customers churned saying it was 'too early for our team to operationalize'. Asks: intros to RevOps leaders at 4 Series B SaaS companies (names in the update), candidates for a founding GTM hire ($80-110k + 0.5-1.5%).”
**Subject:** Lasso May: $11.4k MRR, 38 customers, asking for 4 specific intros
## TL;DR
- MRR $11.4k (+58% MoM), 38 paying customers, churn 4.1%
- Signed Northwind Labs, our largest customer so far
- Asking for intros to RevOps leaders at 4 named Series B companies (list below)
## Metrics
| Metric | May | April | Delta |
|---|---|---|---|
| MRR | $11,400 | $7,200 | +58% |
| Paying customers | 38 | 24 | +14 |
| Logo churn | 4.1% | 5.8% | -1.7pp |
| Net new ARR | $50.4k | $32.4k | +56% |
| Cash | $478k | $521k | -$43k |
| Runway (months) | 13 | 14 | -1 |
## Wins
- **Northwind Labs signed** at $1,200/mo, our largest customer. They are using Lasso to triage support tickets and route to the right CSM.
- **First eng hire**: [name] starts June 10. Frees me from the IC backlog.
- **Self-serve trial conversion** moved from 8% to 14% after we shipped guided setup.
## Lowlights
- Lost a $36k ACV deal to a larger competitor. They had three integrations we did not; we are shipping HubSpot in June to close that gap.
- Churned two customers in May, both citing "too early for our team to operationalize." That is a positioning miss: we are now disqualifying teams under 5 sales reps earlier in the funnel.
## Asks
Looking for warm intros to RevOps or Head of Sales at:
1. **[Company A]**: [contact]
2. **[Company B]**: [contact]
3. **[Company C]**: [contact]
4. **[Company D]**: [contact]
Also hiring: founding GTM (player-coach, $80-110k + 0.5-1.5%). Send candidates.
## Runway
13 months at current burn ($43k/mo). We are tracking to default-alive by Q1 next year if MRR holds the current growth slope. No plans to raise before then.
## Reply with
If you only reply to one thing: which of the 4 intros above is the warmest path for you?
{{your_name}}
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## Follow-up #1 (T+5 days, for non-responders)
**Subject:** quick bump: one of the 4 intros?
Know you are slammed. If any of the four companies above is a 30-second forwardable email, that is the most useful thing you can do this month. Happy to write the forward for you.
## Follow-up #2 (T+12 days)
**Subject:** still here, still asking
No pressure, but the next 6 weeks of pipeline literally depend on these intros landing. If the answer is "I do not know those people well enough," tell me and I will stop asking.
## Follow-up #3 (T+25 days)
**Subject:** closing the loop on May
Last nudge before June update. If you have one minute, just reply with the name of one RevOps leader you know and I will take it from there.Static example. Your own run calls Claude live with your brief.
Founders who raised pre-seed, seed, or Series A and owe a monthly or quarterly update. Solo founders, bootstrappers with angel money, and small teams who do not have a head of finance to format slides. Also useful for founders writing their first investor update ever and wanting a structure they can keep reusing.
A complete monthly update as structured markdown. Subject line tuned for inbox triage. A TL;DR block at the top with the three things a partner needs to know in 20 seconds. Metrics table with MoM deltas (revenue, customers, churn, runway, cash, key activation metric). Wins narrative in three to five bullets. Lowlights written honestly, not euphemistically. Specific asks block: intros to named accounts, hires you need, customer intros, partnerships. Runway statement with the date the money runs out. A reply-with question that drives responses. Three follow-up messages staggered 5, 12, and 25 days out for non-responders. Everything is in copy-paste markdown that pastes cleanly into Gmail, Notion, or your investor CRM.
You closed the round, you went heads-down, three weeks passed. Set the cadence with an update that signals you are running this like an adult.
Twenty angels, no CFO, no time. Draft the update once, send it to everyone, and use the follow-up messages to find the ones willing to make intros.
Eight months before you need money is when the next round starts. Use the update format to build a 6-month track record of doing what you said.
Drop the metrics table and wins/lowlights structure into your board deck. Same content, different container.
It is instructed to use only the numbers you give it and to leave a metric blank rather than invent it. Language models can still slip, so check every figure in the draft against your own before sending.
Mostly. Board updates usually need more strategic context: expand the wins and lowlights sections. The structure carries over.
Send the same update to all of them. The follow-ups are where you personalise: pick a specific ask for each person before sending.
Honest. The investors who matter can tell when you are spinning. The update format is built to make honesty feel structured, not panicked.