Investor Update Writer
The monthly investor update, drafted for you. Numbers pulled, month-over-month, highlights and lowlights reported straight, subject lines ready. You review and send.
- Category
- Finance, Assistant
- Scheduled tasks
- 2monthly
- Runtime
- Hermes
- Works with
- StripePostHogGoogle SheetsGmailSlack
- Hosting
- Fully managed, always on
- Monthly Update DraftMonthly on day 1 at 09:00
- Mid Month NudgeMonthly on day 15 at 09:00
How the Investor Update Writer agent works
Every run reads from the tools you connect, works through its brief, and keeps what it learns in a persistent workspace, so context carries forward instead of starting from scratch.
Connect the ones you use. It works with what it has.
- Monthly Update DraftMonthly on day 1 at 09:00
- Mid Month NudgeMonthly on day 15 at 09:00
Keeps in its workspace
- Who the owner is: business, timezone, quiet hours, delivery channel
- The update structure, the metrics that matter, tone, standing asks, and the investor list (for the owner to send to; the agent never sends)
A report after each run
Sent to your Slack, Telegram, or another channel you connect.
Drafts that wait for you
Anything that leaves your business is written for your approval, not sent on its own.
Answers in chat
Ask it about its work any time from the agent's chat in your dashboard.
The Investor Update Writer agent, on autopilot
Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.
Task 01Monthly on day 1 at 09:00
Monthly Update Draft
Draft the monthly investor update per ~/workspace/UPDATE.md. Pull the month's numbers from Stripe, PostHog, and kpi-reporter's ~/reports/kpi/ when it's co-deployed. Read what the analyst already produced…
Task 02Monthly on day 15 at 09:00
Mid Month Nudge
Mid-month pacing check: compare the month's key metrics so far against where they should be by now. Produce a message as your final response ONLY if a metric is pacing badly enough that the owner shouldn't first…
What it delivers
Each run ends with a message in your channel. Here is the brief the Investor Update Writer agent's first task works from.
Investor Update Writer agentAGENTMonthly on day 1 at 09:00
Monthly Update Draftcompleted
The brief: Draft the monthly investor update per ~/workspace/UPDATE.md. Pull the month's numbers from Stripe, PostHog, and kpi-reporter's ~/reports/kpi/ when it's co-deployed. Read what the analyst already produced…
Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.
Investor Update Writer template questions
What does the Investor Update Writer agent template do?
The monthly investor update, drafted for you. Numbers pulled, month-over-month, highlights and lowlights reported straight, subject lines ready. You review and send. It runs 2 scheduled tasks on a managed cloud environment.
Which runtime does the Investor Update Writer agent use?
It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.
How often does the Investor Update Writer agent run?
On a schedule you control. Out of the box it runs monthly on day 1 at 09:00, monthly on day 15 at 09:00. You can change the cadence, or trigger it on demand.
Will the Investor Update Writer agent do things without my approval?
No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.
What do I need to connect before it works?
Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The Investor Update Writer agent runs on the Hermes runtime.
Templates that pair well with this one.
Deploy it alongside these to cover the whole workflow.
Explore use cases- Finance
Bookkeeper
Forward a receipt and it's in the ledger. Daily reconciliation, weekly spend summary, monthly close
Daily at 06:00+2 more
Works with Stripe, Gmail, Google Sheets, Plaid, Slack.3 tasks - Finance
Invoice Chaser
Gets your invoices paid. Watches what is owed, drafts polite escalating reminders for your approval, flags anything overdue, and reconciles payments as they land so your cash flow stays current.
Weekdays at 09:00+1 more
+1Works with Stripe, QuickBooks, Xero, Google Sheets, Gmail, Slack.2 tasks - Finance
Failed Payment Recovery Agent
aka “Payment Rescuer”
Failed payments caught within the hour, recovery emails drafted, recovered revenue reported to the cent. Involuntary churn stops being invisible.
Daily+1 more
Works with Stripe, Gmail, Slack, HubSpot.2 tasks
Deploy the Investor Update Writer agent today.
Sign in, start from this template, and go live in minutes. Plans from $39/mo.