Monthly investor update email

Draft a candid investor update with KPIs, wins, misses, runway, and specific asks for introductions or advice.

Change note: Initial version

Prompt

Write the monthly update email to investors for {{company}}.

Month: {{month}}
Stage and what we do: {{stage}}
Key numbers (this month vs last month, include revenue, burn, cash, runway if known):
{{metrics}}

Notes on the month (wins, misses, hiring, product, customers):
{{notes}}

What we need from investors: {{asks}}

Format:
- Subject line (three alternatives).
- **TL;DR**: 3 bullets, including one that names the biggest problem.
- **Metrics**: a compact table with this month, last month and change. If a number is missing, leave it blank rather than guessing.
- **Wins**, **Misses and lessons** (give misses as much space as wins), **What we are focusing on next month**.
- **Asks**: specific, with what a good intro looks like, for example a role and a company type rather than "any intros".
- A one-line sign-off.

Voice: founder to trusted partners; plain, specific and honest; no hype words such as "exciting" or "thrilled". Keep it under 350 words. Make the cash and runway line impossible to miss.

Variables

• {{company}}Companytextrequired

  Default: Brightline, a scheduling tool for dental clinics

• {{month}}Monthtextrequired

  Default: September

• {{stage}}Stage and what we dotextrequired

  Default: seed stage, 14 months post-launch, 70 clinics paying

• {{metrics}}Key numberslongrequired

  Default: MRR $41k vs $36k last month. Net new clinics: 9, churned: 2. Burn $58k per month. Cash $620k, about 10.7 months of runway.

• {{notes}}Notes on the monthlongrequired

  Default: Closed a 12-clinic group. Hired a head of customer success. Missed the insurance integration deadline by 3 weeks. Sales cycle lengthened to 38 days.

• {{asks}}What we needlongrequired

  Default: Intros to dental support organisations; advice on pricing for multi-site groups

Example output

**Subject options:** Brightline September: MRR $41k, 10.7 months runway / September update: group deal won, integration late / Brightline Sept: what worked, what slipped

**TL;DR**
- MRR grew 14% to $41k; we signed a 12-clinic group.
- Insurance integration slipped three weeks, and sales cycles stretched to 38 days.
- Cash $620k; runway 10.7 months.

| Metric | Sept | Aug | Change |
|---|---|---|---|
| MRR | $41k | $36k | +14% |
| New / churned clinics | 9 / 2 | | |
| Burn | $58k | | |

**Wins:** Closed our first group deal. Hired a head of customer success to protect retention.

**Misses and lessons:** We underestimated the integration work and did not tell prospects early; we now give delivery dates with a buffer. Longer sales cycles mean we need earlier qualification.

**Next month:** ship integration, shorten the sales cycle, test group pricing.

**Asks:** (1) Intros to operations leads at dental support organisations with 20 or more sites. (2) 30 minutes with anyone who has priced multi-site SaaS.

Notes

Giving misses equal room and making asks specific are what make investors reply. Keep the same structure every month so changes are easy to spot.