AI agent pack for finance
Investor Update Writer
Writes monthly or quarterly investor updates from your notes: metrics, cash and runway, wins, lows and asks.
See it in action
An example. The situation is made up to show how the pack works.
The situation
You run a small software company selling booking tools to dental clinics. October has closed and you have a page of notes: revenue, new clinics, five cancellations and the bank balance.
It asks you, for example
- Your company, what it does, stage and country
- Who reads the update, and what they asked for
- Which metrics you report, and how defined
- Monthly or quarterly, and which currency
Subject: Brightchair October 2026 update: MRR £21,480 (+6.6%), runway 14.7 months
Hi all,
Confidential: for Brightchair investors only. Please do not forward.
TL;DR
- MRR up 6.6% to £21,480, with 148 paying clinics.
- Churn rose from 1.4% to 3.5%: we lost 5 clinics, 3 of them when one dental group merged. Detail under Lows.
- Runway is 14.7 months. We plan to open seed extension talks in January 2027.
CASH AND RUNWAY
Cash at 31 Oct 2026: £478,400
Net burn in October: £33,600 (September: £32,700)
Average monthly net burn: £32,500 (last three months)
Runway: 14.7 months. Cash lasts to at least end December 2027.
It finishes the wins, lows, asks and plans, then adds a WORKINGS block showing the formula behind every figure.
An AI investor update writer in 7 skills, one per job, for the AI you already use. It writes your investor updates, with every number checked.
Paste your notes and figures. It writes a monthly or quarterly update with a metrics table, cash and runway, wins, honest lows and clear asks, shows the sum behind every figure, and outlines your board pack.
What you are buying
- A ready-to-send update with metrics, cash and runway, wins, lows, asks and plans
- 7 skills, one per job, that you add once to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot, plus text files for any AI
- Exact maths: every growth figure and runway comes with its formula and your numbers
- Honest by design: lows in every update, plans written as plans, not promises
- An app, a login or a subscription. You pay once.
- A financial model, a forecast or a valuation
- A tool that guesses, rounds up or fills in missing figures
- Legal, tax or accounting advice
Your AI today, and with this
Dear Investors, We're thrilled to share another exciting month at Pantrybook! Revenue grew strongly and we are on track to hit our targets. Customer numbers continue to climb and churn remains low. Our runway remains healthy at around 15 months. Thanks for your continued support!
No figures you can check, runway rounded up, churn hidden, and "on track" is a promise.
TL;DR - MRR up 6.7% to £38,640, with 322 paying restaurants. - Churn rose to 2.3%, mostly restaurants closing down. Detail under Lows. Runway: 14.1 months. Cash lasts to at least end November 2027. LOWS - We lost 7 restaurants, so churn rose from 2.0% to 2.3%: 4 closed down, 2 moved to a competitor and 1 left unhappy with support. WORKINGS Runway: 655,300 / 46,200 = 14.18, rounded down to 14.1
Every figure is worked from your numbers with the sum shown, and the low is named with its cause. An invented example from the pack.
The skills inside
7 skills, one per job. A skill is a short instruction file you add to your AI once. It switches on only when you ask for its job, asks a few questions, and checks its work before you see it.
The Different line says what each skill does that a plain AI chat does not.
| Investor Update | Writes a monthly or quarterly investor update from your notes, with the sum shown for every figure.Different: Shows the sum behind every growth rate, burn and runway figure using your real numbers, rounds runway down, and always includes one real low point. |
| Investor Update Check | Checks an investor update you wrote and returns it fixed, with every figure recomputed.Different: Recomputes every %, burn and runway from your figures, returns the fixed update first with at most five lines on what changed, and never drops the low point. |
| Investor Cash and Runway | Works out net burn, runway and the cash date, and writes the cash and runway section.Different: Uses net burn with raises excluded, averages the last three months, rounds runway down to one decimal, and tells you which of four runway bands you are in. |
| Investor Metrics Table | Builds the metrics table for an investor update, with every change worked and checked.Different: Shows a change in a rate (churn, margin) in percentage points, not %, has fixed rules for new, small and negative figures, and flags any 10% move the wrong way. |
| Wins, Lows and Asks | Writes or fixes the wins, lows, asks and plans sections of an investor update.Different: Finds one real low in four fixed steps, never invents one, rewrites each ask so an investor can name someone in ten seconds, and turns promises into targets. |
| Hard News Investor Update | Writes an investor update that leads with bad news, with the number, the plan and the ask.Different: Puts the bad news first in three to five sentences with the number, cuts wins to one line, and tells you who to call before the email goes out. |
| Board Pack Outline | Outlines a board pack: agenda with timings, page list, pre-read date and decisions.Different: Uses fixed agenda timings for 60, 90, 120 or 180 minutes, adds them up on the page, caps the main pack at 12 pages and dates the pre-read. |
How you use it
- Upload each skill once from the 1 - Skills folder to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. Each one switches on by itself when its job comes up.
- No skills on your plan, or another AI? Attach the all-in-one file to a chat, or add the skill files to a project or custom GPT.
- Ask for the work in plain words. The skill asks a few short questions first, then does the job.
See the set-up steps for each AI before you buy.
What arrives
A zip file, straight after you pay. Inside:
- A start-here PDF with the clicks for each AI.
- 7 skills, one per job, ready to upload to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot.
- The same skills as text files for ChatGPT, Gemini, Grok, Copilot or any other AI, and one all-in-one file.
Good to know
- It works only from the figures you give it. A missing number shows as "not given", never as a guess.
- Every percentage, burn and runway figure comes with its sum in a workings block, so you can check it before you send.
- It is not legal, tax or accounting advice. If an update mentions a funding round and will go to anyone who is not already an investor, check with a lawyer first.
- Raising soon? The Pitch Deck Writer pack writes the slide-by-slide content of your deck.
- 14 days to get your money back if it does not do what this page says.
What is in the download
17 files in one zip, ready straight after you pay.
| 00_START_HERE.pdf | The two ways to set it up, the clicks for each AI, and what each skill does. |
|---|---|
| 1 - Skills | 7 skill files (.zip), one per job. Upload each once in Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot.Investor Update, Investor Update Check, Investor Cash and Runway, Investor Metrics Table, Wins, Lows and Asks, Hard News Investor Update, Board Pack Outline |
| 2 - Text files for any AI | The same 7 skills as text files, the instructions to paste in a project or custom GPT, and all skills in one file of about 22,100 words to attach to any chat. |
Questions
Which AI does it work with?
Claude, ChatGPT, Gemini, Grok and Microsoft 365 Copilot all take the skills as uploads. Where your plan has no skills, or on any other AI, use the same skills as text files, in a chat or a project.
How do I set it up?
Upload each skill once in Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. It then switches on by itself when its job comes up. Otherwise, attach the all-in-one file to a chat, or add the skill files to a project or custom GPT. The start-here PDF has the clicks.
Why separate skills instead of one big agent?
Each skill does one job and holds only the rules, numbers and checks for that job, so it stays focused and the AI does not mix jobs up. You can upload just the ones you need.
Can my team use it?
Yes, inside one company. Each person sets it up in their own AI. You cannot resell or publish the files.
Does it send anything for me?
No. It drafts, you read and send. It never contacts anyone.
Is it a subscription?
No. You pay once and the files are yours to keep and change.
What if it does not work for me?
You have 14 days to get your money back if it does not do what this page says. Tell us what you asked it and what it returned.
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