📬 Investor Update Skill

Write investor updates your investors actually read — with Claude Code (or any agent that supports skills).

Some of the best founder updates we receive at Pitchdrive share the same DNA: real numbers, honest follow-through on last month's promises, and specific asks. This skill packages that DNA so any founder can produce the same quality in an afternoon — ideally with the numbers pulled straight from your tools.

What it does

  • Pulls your KPIs from connected tools when available — billing (Stripe, Paddle, Mollie…), CRM (HubSpot, Salesforce, Attio…), accounting (QuickBooks, Xero, Exact, Yuki, Silverfin…), banking (Mercury, Qonto…), plus Linear/GitHub and analytics — and asks you for exactly the missing numbers, in one message, when not.
  • Tracks your promises. Every commitment and ask is logged; next month's update opens by revisiting them. That follow-through is what builds investor trust.
  • Writes in your voice, following an 8-section structure refined from updates VCs rate highly: CEO letter → financials → product → velocity → team → culture → strategy → forecast & asks.
  • Renders a shareable page in YOUR brand: it fetches your website, picks up your logo, colors and font (you confirm before it's used), and produces a clean single-file HTML page with anchor navigation and metric callouts, ready for any static host — or just send the markdown.
  • Publishes it too — to your own hosting (Vercel, Netlify, GitHub Pages) when connected, or to here.now: a free API key gets you a permanent page with password-protected or invite-only access — the right modes for a confidential update.
  • Never invents a number. Missing data is stated as missing. Fabricated metrics end founder-investor relationships; this skill refuses to produce them.

Install

Claude Code — copy the skill into your project (or user) skills folder:

mkdir -p .claude/skills/investor-update
curl -o .claude/skills/investor-update/SKILL.md \
  https://raw.githubusercontent.com/Pitchdrive/investor-update-skill/main/SKILL.md

Then in Claude Code, just ask:

draft my July investor update

Other agents: any runtime that reads SKILL.md-style instructions works — or paste the skill body into your agent's custom instructions.

Connect your data (optional but recommended)

The skill checks what's already connected and offers manual entry for the rest. To get automatic numbers, connect MCP servers for the tools you use — e.g. Stripe, HubSpot, Salesforce, QuickBooks, Xero, Exact Online, Mercury, Linear, GitHub. See your platform's connector/MCP documentation; in Claude Code these are configured with claude mcp add.

No connectors? Fine — the skill asks for a compact list of numbers and does the rest.

What's in this repo

File Purpose
SKILL.md The skill — this is the only file you need
templates/update-structure.md The 8-section skeleton, for humans who want to write by hand
examples/example-update.md A fictional company's update showing the target quality

The philosophy

An investor update is not a press release. The updates that get replies (and follow-on checks) are the ones where the founder states the bad month in the first sentence, shows the promise they missed next to the one they kept, and ends with an ask specific enough to answer from a phone. This skill optimizes for that — not for making things look good.

Made with ♥ by Pitchdrive — we back founders from idea to Series A. PRs welcome.