Automate monthly investor updates

Automate monthly investor updates

Consistent investor updates are one of the highest-leverage habits you can build as a founder—but they’re easy to slip when things get busy. Pulling numbers, building charts, and drafting a thoughtful email can quietly turn into a half-day project every month.

Why manual investor updates break down

When the update process is painful, it becomes one more task to procrastinate.

• Silence creates worry: If you go dark for a couple of months, even strong investors start to wonder whether something is wrong.
• Missed opportunities for help: You skip asking for introductions or advice because you barely have time to assemble the basics.
• Last-minute scrambles: Rushing the update increases the odds of errors and takes a mental toll right when you should be reflecting calmly.
• Inconsistent formats: Every update looks different, making it harder for investors to track your progress over time.

UpdateMate helps you standardize and automate the mechanics so you can focus on the story and the ask.

What strong investor updates include

Your investors don’t need a novel—they need a clear view of progress, risks, and where they can help.

• Simple, repeatable structure: The same sections and metrics each month so trends stand out.
• Key metrics table: MRR/ARR, growth, churn, runway, and any North Star KPIs relevant to your model.
• Highlights and lowlights: A short narrative about what went well, what didn’t, and what you learned.
• Asks: Clear requests for help with hiring, intros, or specific expertise.

With UpdateMate, you can have most of this pre-filled before you sit down to write.

How to automate investor updates with UpdateMate

You can build an “Investor Relations” agent that gathers metrics on a schedule and drafts a structured email for you to refine.

1. Connect to your core metric sources

Start by linking the tools that know your financial and product numbers.

\"Connect to Stripe or your subscription analytics (such as Baremetrics), your analytics tool (for example, GA4 or Mixpanel), and your bank or runway model if you want to include cash and burn.\"

This gives UpdateMate a consistent, reliable feed of the numbers investors care about.

2. Schedule a monthly drafting run

Next, decide when you want the first draft to land.

\"On the 1st (or first business day) of every month, prepare a draft investor update email covering the previous month’s results.\"

You can shift the date if your books close later in the month.

3. Standardize the structure and metric table

Then, tell UpdateMate exactly how you like your updates formatted.

\"Use the subject line ‘Investor Update – [Month] [Year]’. Organize the email into: 1) Highlights, 2) Lowlights, 3) Key Metrics, 4) Product & GTM Updates, and 5) Asks. In the Key Metrics section, include a table of MRR, ARR (if relevant), Run Rate, Net New MRR, Churn, Cash on Hand, and Burn Rate with month-over-month changes.\"

You can ask the agent to add short, neutral commentary next to metrics that moved significantly.

4. Calculate and fill in the numbers automatically

Finally, have UpdateMate do the math so you don’t have to.

\"Pull last month’s metrics, calculate MoM and year-to-date changes, and fill the Key Metrics table. Where a number changed more than ±10% versus the prior month, add a one-sentence explanation candidate I can refine.\"

Have the agent email this draft to you (or drop it in a doc) so your only job is to add the qualitative color and specific asks before sending.

When investor updates are scaffolded by UpdateMate, you keep your backers informed, build trust, and unlock help—without sacrificing an evening every month to spreadsheets and formatting.