Automated weekly investor update
Pulls the numbers you report, drafts the letter in your voice, waits for a one-tap approval to send.
Possibilities
Where this could go
Connect Your Core Financial Data Sources
The system automatically extracts your weekly metrics directly from your accounting and analytics platforms.
- Integrates with Stripe
- Pulls from QuickBooks
- Connects to Google Analytics
- Syncs with Mixpanel
Draft Updates In Your Exact Voice
An AI engine reviews your past updates to write new weekly letters that match your specific tone and style.
- Learns your writing style
- Highlights key metrics
- Adds contextual notes
- Formats for readability
Review And Send With One Tap
You receive the drafted email in your inbox for a final review before approving it to go to your investor list.
- Delivers draft to inbox
- Allows manual edits
- Requires final approval
- Sends via Mailchimp or SendGrid
Questions
Things people ask
How does the system access our financial metrics?
We build secure API connections to your existing tools like Stripe, QuickBooks, and Mixpanel to pull the exact numbers you need to report.
Can the AI really copy my writing style?
Yes. We train a language model on your previous investor updates so the generated text matches your vocabulary, sentence structure, and overall tone.
What happens if a metric looks wrong?
The system generates a draft for your review. You can manually edit any numbers or text before you click the approval button to send the email.
Which email providers do you support for sending?
We can route the approved updates through your preferred email delivery service, including SendGrid, Mailchimp, or directly through your Google Workspace account.
How do we manage the investor mailing list?
The tool syncs with your existing CRM or a simple Airtable database where you keep your current investor contact information.
Is our financial data kept secure?
We use encrypted connections to transfer your data. The metrics are only processed to generate the draft and are not stored permanently outside of your systems.
Can we change the reporting frequency?
The schedule is completely customizable. You can set the system to draft updates on a weekly, monthly, or quarterly basis depending on your preferences.
