Investor Update Agent
Draft the revenue and pipeline section of your monthly investor update in the format investors already know, then leave it with the CEO and CFO five days before the meeting.
- Trigger: monthly, on the update cycle
- AI steps: draft the section from the month and trailing twelve months
- Output: the draft emailed to the CEO and CFO, never sent onward
Agent breakdown
A blueprint to adapt, not a fixed recipe. Set the trigger, thresholds, and methodology that fit your team, and each step builds on the last, using the conversation and CRM context you already capture.
Run on the update cycle
Each month, the agent starts on the investor update cycle. Running it on a schedule gives the CEO and CFO the revenue and pipeline draft before the meeting, without somebody having to request it.
- Schedule: Monthly, on the investor update cycle
- Run type: Scheduled rather than on request
Pull the month and the year
Next, the agent pulls revenue and pipeline for the current month, with the trailing twelve months behind it. It compares the numbers against the plan, so investors can read the month as part of the longer trend rather than on its own.
- Fields: Revenue and pipeline
- Compares: Against the plan
- Excludes: Unclosed forecast
Draft the section
Using the month and trailing twelve months, the agent drafts the revenue and pipeline section in the format used before. It calls out the two numbers that moved most and explains each movement plainly, including any fall.
Draft the revenue and pipeline section of the monthly investor update in the format used before.
Input: revenue and pipeline for the current month and trailing twelve months, compared against the plan and excluding unclosed forecast.
The section should:
- Give the revenue and pipeline numbers for the month.
- Give the revenue and pipeline numbers for the trailing twelve months.
- Identify the two numbers that moved most.
- Write one sentence explaining each of those movements.
Rules: never soften a fall. Keep the language direct and suitable for the investor update.
Return the drafted revenue and pipeline section in the format used before.
Leave it with the CEO
Five days before the investor meeting, the agent emails the draft to the CEO and CFO. It never sends the section onward to investors, leaving the final wording and what goes into the update with them.
- Recipients: The CEO and the CFO
- When: Five days before the investor meeting
- Status: Draft, never sent onward by the agent
A drafted revenue and pipeline section in the CEO and CFO inboxes
Get the revenue and pipeline section of the monthly investor update five days before the meeting, with the current month, the trailing twelve months, and a direct explanation of the two numbers that moved most. The CEO and CFO receive it as a draft and decide what is sent to investors.
AI Agents that pair well
Same data, different jobs. Run them together for a fuller picture.
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