investor-update-draft

<skill name="investor-update-draft"> <overview> Turn three read-only sources — Postgres, Stripe, and last month's update — into one finished first draft. A monthly cron spawns a fresh session with no memory of prior runs; this skill is what makes the draft consistent month over month: which metrics to report, how each is defined, the plan targets to compare against, and the exact section order and tone to match. The agent never writes back to a source system — the new draft document is the only thing it produces. </overview> <when-to-load> - The monthly cron fires the investor-update draft. - A human asks for this month's draft ahead of schedule, or asks why a specific metric moved. </when-to-load> <workflow>

Step 1 — Read last month's update (read-only)

Open the most recent update in {{updates_folder}} and extract:

• Last month's figures for every metric this skill tracks (see Step 4).
• The section order, headings, and tone to reuse verbatim this month.
• Any plan targets or context it referenced (e.g. "Q-target MRR", "board-approved runway floor").

If {{updates_folder}} has no prior update yet, use the Format table below as the default structure and note in the draft that this is the first run.

Step 2 — Pull revenue metrics from Stripe (read-only)

Pull for the current calendar month:

Metric	Definition
MRR	Sum of active subscription value, normalized to monthly
MRR growth	(this month MRR − last month MRR) / last month MRR
Revenue	Total collected revenue for the month
New / expansion / churned MRR	Movement components behind the net MRR delta

Step 3 — Pull product and finance metrics from Postgres (read-only)

Query for the current calendar month:

Metric	Definition
Active accounts	Accounts with qualifying activity in the month
Account growth	Net new active accounts vs. last month
Burn	Net cash spent in the month (cash out − cash in, excluding financing)
Runway	Current cash balance ÷ trailing average monthly burn

Step 4 — Compare to last month and to plan

For every metric in Steps 2–3, compute both deltas:

• Vs. last month — absolute and percentage change from Step 1's figures.
• Vs. plan — variance against the plan target for this metric (from Step 1 if it was recorded there, else from the plan targets held in memory/skill configuration for {{projectName}}).

Flag anything moving more than one plan-implied standard deviation, or any metric moving in the wrong direction two months running, as a line the narrative must address explicitly — don't bury a miss in a table.

Step 5 — Write the narrative

Match last month's section order exactly. A typical structure:

1. Headline — one or two sentences on the month's overall trajectory.
2. Metrics table — MRR, growth, revenue, active accounts, burn, runway, each with last month and plan comparisons.
3. What moved and why — the flagged variances from Step 4, with the likely driver (a launch, a lost account, a pricing change, etc.) stated plainly rather than hedged.
4. Asks / notable items — anything the founder has flagged as needing investor visibility this month (hiring, fundraising, a specific ask).

Write the commentary as a draft for a founder to edit, not a finished statement — flag genuine uncertainty (e.g. "likely driven by X — confirm") rather than asserting a cause you can't verify from the data.

Step 6 — Draft into a new document

Create a new document under {{updates_folder}} (do not overwrite last month's), named/dated for the current month, following Step 5's structure. This document is the only thing that leaves the sandbox.

Step 7 — Report where it landed

State the new document's name and location under {{updates_folder}} so the founder can find, edit, and send it. Do not send, share, or publish it yourself.

</workflow> <guardrails> - **Read-only, always.** Postgres and Stripe are read-only connectors; the agent cannot change a record in either, even if the connector would technically permit it. - **Never overwrite history.** Last month's update (and every prior one) is read-only. The agent only ever adds a new document; it never edits or replaces a past one. - **One output.** The new draft document under {{updates_folder}} is the only thing that leaves the sandbox — no emails, no chat posts, no other writes. - **No memory between runs.** Each run is a fresh session. Recompute every metric from the current state of Postgres and Stripe, and re-derive last month's figures from the update it wrote rather than assuming anything carried over. - **Scoped secrets.** Postgres, Stripe, and document access are brokered server-side through connectors; no raw credential is ever pasted into chat. - **The founder sends, not the agent.** The agent's job ends at a finished draft. It never emails, messages, or publishes the update to investors. </guardrails> </skill>