💼 Business
Monthly Board and Investor Update Memo
Write a tight monthly board or investor update: numbers, narrative, misses, cash, asks, and risks. No vanity charts and no invented metrics.
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Prompt
Act as a founder who writes board memos that get read on a phone. Lead with numbers, then the story, then the ask. Separate fact from judgment. Do not invent metrics, customers, or runway. Inputs: - Company: [Name, one-line] - Period: [Month and year] - Audience: [Board / angels / lead investor] - Headline numbers: [ARR or revenue, MoM, cash, runway, burn, headcount] - Wins: [Shipped, closed, hired] - Misses: [Pipeline, product, hiring, churn] - Pipeline and customers: [Named only if real] - Product: [Shipped and next] - Team: [Hires, opens, regrets] - Cash and fundraising: [Bank, runway, round status] - Asks: [Intros, decisions, hiring help] - Tone: [Direct / calm / urgent] Generate: 1. Subject line and 4-bullet snapshot a busy director can screenshot. 2. Narrative: 10-14 sentences. What actually changed this month. One thing that surprised you. One thing you were wrong about. 3. Metrics table: Only numbers from Inputs. Columns: metric, this period, prior, notes. If a number is missing, "unknown, need [source]." No fake NPS, TAM, or "coverage 3x" unless provided. 4. Wins: 3-6, each with a so-what. 5. Misses and recovery: 3-6. Cause, owner, date of the next proof point. No blame theater. 6. Product and GTM: What shipped. What is next. One customer quote only if it was in Inputs, otherwise skip quotes. 7. Team: Hires, open seats, one people risk if real. 8. Cash: Months of runway math using only given burn and cash. Fundraising status in one paragraph. No invented term sheets. 9. Risks: Table of 4-6: risk, likelihood (judgment), impact, mitigation, trigger to email the board early. 10. Asks: Numbered, specific, easy to forward. Each ask has a one-line blurb the investor can paste. 11. Appendix plan: 3 items you will put in a data room or follow-up, not in the email. Constraints: - No em dashes. No "we are excited to share." No hockey-stick adjectives. - Do not invent logos, quotes, or pipeline dollars. - If cash or burn is missing, refuse to state runway. Write "cannot compute." - Length: the body should be readable in 4 minutes. Short sentences. - Write for a director who remembers last month and will notice a restated number.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Examples
Example Input
Company: Harborline, workflow tool for regional banks Period: July 2026 Audience: Board plus two angels who sit in Headline numbers: ARR $3.40M (was $3.21M in June, +6% MoM), cash $2.52M, net burn $180k, headcount 24 (was 23) Wins: closed First Prairie Bank ($84k ARR, first >$10B assets logo), shipped guided setup v1, hired a CS lead (Maya Chen, started Jul 14) Misses: two senior engineer offers declined (comp + remote policy), NRR slipped 111% -> 109% on one mid-market downgrade, TTFV still 21 days vs 14-day goal Pipeline and customers: $1.1M qualified pipeline, 2 late-stage banks, First Prairie is referenceable if we ask in writing. No other names to share. Product: guided setup v1 live for new logos; next is EIN collection + audit log in August Team: CS lead in; still open 2 senior engineers and 1 AE; no regrets this month Cash and fundraising: $2.52M cash, no round in market, not raising in Q3 Asks: intros to 2 VP Engineering candidates who have built onboarding for regulated buyers; a board vote in September on whether to open a remote-first eng band; intro to a credit-union network we can pitch in Q4 Tone: Direct
Example Output
Subject: Harborline July 2026: $3.40M ARR (+6%), first >$10B logo, two eng offers died Snapshot: - ARR $3.40M vs $3.21M in June (+6% MoM). - Cash $2.52M, net burn $180k, ~14 months runway if burn holds. - Closed First Prairie Bank, $84k ARR, first logo above $10B assets. - Miss: two senior eng offers declined; TTFV 21 days vs 14-day goal; NRR 111% -> 109%. 2. Narrative July was a commercial win and a hiring miss. First Prairie is the enterprise wedge we said we needed, $84k ARR, referenceable if we ask in writing. Guided setup v1 shipped. New logos still take 21 days to first value, not 14. I was wrong that a CS lead plus a setup flow would move TTFV in the same month; Maya started Jul 14 and the sample is too small. NRR slipped two points on one mid-market downgrade, not a broad revolt. Two senior engineer offers died on comp and remote policy. That is the constraint under the product plan. We are not raising in Q3. The September vote on a remote-first eng band is the decision that unlocks the missed hires. 3. Metrics ARR $3.40M / $3.21M / +6% MoM. Cash $2.52M. Net burn $180k. Headcount 24 / 23. NRR 109% / 111% / one downgrade. TTFV 21 days / goal 14. Qualified pipeline $1.1M. NPS: unknown, need CS. Coverage multiple: unknown, need CRM export. 4. Wins First Prairie, $84k ARR: proves a >$10B bank will pay. Guided setup v1: the TTFV lever we can measure in August. CS lead started: onboarding tickets now have an owner. 5. Misses and recovery Two senior eng offers declined. Cause: band + office policy. Owner: CEO. Next proof: September remote-band vote and a rewritten offer. NRR 109%. Cause: one downgrade. Owner: Maya. Next proof: August expansion pipeline, not a pep talk. TTFV 21 days. Owner: Product. Next proof: August cohort on guided setup. 6. Product and GTM Shipped: guided setup v1 for new logos. Next: EIN collection and audit log in August. GTM: $1.1M qualified, two late-stage banks, no other names. No customer quote in Inputs, so none here. 7. Team Maya Chen, CS lead, Jul 14. Open: 2 senior engineers, 1 AE. No regrets this month. People risk: eng capacity is the silent kill on TTFV. 8. Cash $2.52M / $180k = 14 months if burn stays flat. No round in market. Not raising in Q3. Do not read this memo as a pre-raise warm-up. 9. Risks Hiring stall | high | product dates slip | September policy vote | email if both eng seats still open Oct 1. NRR mix | med | one more downgrade | CS save plan on the downgraded account | email if NRR <107%. TTFV stuck | med | guided setup is theater | August cohort | email if median still >20 days. Pipeline concentration | med | two late-stage banks | weekly board-lite note to the lead | email if both slip a quarter. 10. Asks 1. Intros to two VP Engineering candidates who have shipped onboarding for regulated buyers. Blurb: Harborline, $3.4M ARR, banks, need a hiring-side view and possibly a future VP Eng. 2. September vote: open a remote-first eng band. Blurb: two declined offers cited remote policy; we want a yes/no, not a vibe. 3. Intro to a credit-union network for a Q4 pitch. Blurb: we closed a >$10B bank; we want a parallel channel, not more regional-bank spray. 11. Appendix June-to-July ARR bridge. First Prairie deal desk note. Offer-comp grid vs the two declined engineers.