investor-update
starsforks
How to install investor-update?
getnao/sylph/investor-update
$npx -y skills add getnao/sylph --skill investor-updateMonthly investor update skill. Pulls data automatically where possible, uses the standard template, and produces two versions.
SKILL.md
| 1 | # Investor Update |
| 2 | |
| 3 | Monthly investor update skill. Pulls data automatically where possible, uses the standard template, and produces two versions. |
| 4 | |
| 5 | ## MCP connectors |
| 6 | |
| 7 | | Connector | Purpose | |
| 8 | |-----------|---------| |
| 9 | | Gmail | Send investor update email | |
| 10 | | Notion | Pull KPIs and project status | |
| 11 | |
| 12 | ## Data sources (auto-fetch) |
| 13 | |
| 14 | | Metric | Source | |
| 15 | |--------|--------| |
| 16 | | MRR / ARR | Twenty CRM (deal stage = won, sum ARR) | |
| 17 | | Pipeline | Twenty CRM (deals by stage) | |
| 18 | | New customers | Twenty CRM (companies created this month) | |
| 19 | | Churn | Twenty CRM (deals marked lost this month) | |
| 20 | | Product metrics | [your-analytics-tool] ([your-analytics-query-tool] for usage stats) | |
| 21 | | Content performance | Channel `_insights.md` files | |
| 22 | | Runway | Flag as `[?]` - the CAO fills manually | |
| 23 | | Burn rate | Flag as `[?]` - the CAO fills manually | |
| 24 | |
| 25 | ## Template |
| 26 | |
| 27 | ```markdown |
| 28 | # [Your Company] - Investor Update [Month YYYY] |
| 29 | |
| 30 | ## TL;DR |
| 31 | [2-3 sentences: biggest win, biggest risk, what we need] |
| 32 | |
| 33 | ## Key metrics |
| 34 | | Metric | This month | Last month | Change | |
| 35 | |--------|-----------|------------|--------| |
| 36 | | MRR | | | | |
| 37 | | ARR | | | | |
| 38 | | Customers | | | | |
| 39 | | Pipeline | | | | |
| 40 | | Burn rate | [?] | [?] | | |
| 41 | | Runway | [?] | [?] | | |
| 42 | |
| 43 | ## Wins |
| 44 | - [bullet points] |
| 45 | |
| 46 | ## Challenges |
| 47 | - [bullet points] |
| 48 | |
| 49 | ## Product |
| 50 | - [shipped, in progress, planned] |
| 51 | |
| 52 | ## Asks |
| 53 | - [what we need from investors - intros, advice, hiring] |
| 54 | |
| 55 | ## Next month |
| 56 | - [top 3 priorities] |
| 57 | ``` |
| 58 | |
| 59 | ## Process |
| 60 | |
| 61 | 1. **Auto-fetch all available metrics** from the sources above |
| 62 | 2. **Leave `[?]` placeholders** for anything that requires manual input |
| 63 | 3. **Draft the narrative sections** from CRM data, product logs, and content insights |
| 64 | 4. **Create two versions**: |
| 65 | - **Investor version**: formal, metrics-heavy, concise |
| 66 | - **Friends version**: same data but warmer tone, more context, more candid, no cash info |
| 67 | 5. **Save both to** `finance/_drafts/YYYY-MM_investor-update-[version].md` |
| 68 | 6. **Flag placeholders** - list all `[?]` items for the CAO to fill |
| 69 | |
| 70 | ## Guardrails |
| 71 | |
| 72 | - **Never send the update** - save as draft only |
| 73 | - **Never fabricate metrics** - use `[?]` for anything you can't verify |
| 74 | - **No financial projections** - report actuals only |
| 75 | - **Confidentiality** - these are investor-grade documents; do not share externally |
| 76 | - **The CAO reviews both versions** before anything is sent |
| 77 | |
| 78 | ## Self-improvement |
| 79 | |
| 80 | After the CAO reviews and sends an investor update: |
| 81 | |
| 82 | 1. Move both versions from `finance/_drafts/` to `finance/_published/` |
| 83 | 2. Diff what was drafted vs what the CAO kept - identify patterns in her edits to narrative framing, metric emphasis, or tone |
| 84 | 3. Update `finance/_insights.md` with what she changed and why (e.g. "always lead with product wins, not revenue", "friends version needs more candid failures") |
| 85 | 4. If her edits reveal a new rule about how to present specific metrics or frame challenges, add it to this skill file |
| 86 | 5. If an update format gets positive investor feedback, save it to `finance/_examples/` as a reference |
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