How to Use Claude for Writing an Investor Update
The exact prompt, setup, and codes to get great results.
The Problem
Investor updates build trust and unlock help from your investor network. But most founders either skip them (losing goodwill) or write unfocused novels nobody reads.
The Prompt (Copy & Paste)
Write a monthly investor update for [COMPANY NAME]. Month: [MONTH YEAR] Key metrics this month: - Revenue: [AMOUNT] (vs last month: [AMOUNT]) - Users: [COUNT] - Burn rate: [AMOUNT] - Runway: [MONTHS] Highlights: [2-3 WINS] Lowlights: [1-2 CHALLENGES — be honest] Key decisions this month: [WHAT YOU DECIDED AND WHY] Asks: [SPECIFIC HELP NEEDED FROM INVESTORS] Format: - TL;DR at the top (3 bullets max) - Green/Yellow/Red status for each area (Product, Revenue, Team, Cash) - Keep total length under 500 words - Specific asks (intros, advice, candidates) — not vague "help with sales" - Tone: transparent, brief, action-oriented
Replace the [BRACKETED] placeholders with your specific details.
What You Get
A concise investor update that takes 2 minutes to read and makes investors want to help. The TL;DR format ensures even busy investors get the key takeaways.
Prompt Codes That Help
Add these prefix codes to the start of your prompt for even better results:
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