Stop dreading monthly investor updates. This workflow automatically pulls your key metrics from Stripe and Google Analytics, uses AI to write a professional update highlighting wins, challenges, and asks, and sends it to your investor list via Gmail on schedule.
Pull revenue metrics from Stripe
The workflow queries Stripe for your key financial metrics including MRR, month-over-month growth rate, net revenue retention, new customers acquired, churned customers, and average contract value. It calculates trends and compares against previous months.
Fetch growth metrics from Google Analytics
From Google Analytics, the workflow pulls website traffic, signup conversion rates, activation metrics, and user engagement data. It identifies which channels are driving growth and flags any significant changes from the previous month.
Generate investor update with OpenAI
Using OpenAI, the workflow crafts a professional investor update. The AI highlights key wins, addresses challenges honestly, provides context for the metrics, and structures the update with clear sections: highlights, metrics, product updates, team news, and asks. The tone matches your previous updates.
Send update to investor list via Gmail
The formatted investor update is sent via Gmail to your investor distribution list. The email includes a clean HTML layout with your metrics visualized, the AI-written narrative, and any attachments like detailed financials or product screenshots you want to include.
Why automate investor updates with AI?
Monthly investor updates are crucial for maintaining investor relationships, but they often slip or get rushed. Founders spend hours pulling metrics and writing narratives when they should be building. Automation ensures consistent, professional updates without the time sink.
Never miss an investor update again
With automated scheduling, your investors get updates on the 1st of every month like clockwork. No more guilt about delayed updates or scrambling at month-end. Consistency builds trust with your investors.
Pull metrics automatically from your tools
Stop copying numbers from Stripe dashboards and analytics. The workflow pulls your real metrics directly, ensuring accuracy and saving you the tedious data gathering that makes updates feel like a chore.
Write professional updates in your voice
The AI learns your communication style and writes updates that sound like you. It highlights wins without being boastful, addresses challenges honestly, and structures information the way investors want to see it.
How to set up automated investor updates
Setting up this investor update workflow takes about 15 minutes. You'll connect your data sources, configure your investor list, and customize the update format.
What you need to get started
- Stripe account for revenue metrics
- Google Analytics for growth metrics
- OpenAI API key for update writing
- Gmail with your investor contact list
Configuring your update template
- Define which metrics to highlight (MRR, growth rate, runway, etc.)
- Set your standard update sections (highlights, metrics, asks)
- Provide examples of your past updates for AI voice matching
- Configure what triggers a "win" vs "challenge" classification
Customizing for your startup stage
- Pre-revenue: Focus on product milestones and user metrics
- Early revenue: Highlight MRR growth and unit economics
- Growth stage: Emphasize efficiency metrics and market expansion
- Adjust automatically as your focus areas evolve
Frequently asked questions about AI investor updates
Will the updates sound authentic or robotic?
With proper configuration and example updates, the AI writes in your voice. Most founders review and lightly edit the first few updates, then find the AI captures their style well. You can always add personal notes before sending.
What if I have bad news to share?
The AI is trained to address challenges honestly and constructively. It frames setbacks with context and next steps rather than hiding them. Investors appreciate transparency, and the AI helps you communicate difficult news professionally.
Can I add custom metrics beyond Stripe and GA?
Yes, you can extend the workflow to pull from any tool with an API. Common additions include product metrics from Mixpanel, support data from Intercom, or sales pipeline from HubSpot.
What if I want to review before sending?
You can configure the workflow to save drafts to Notion or Google Docs for review instead of sending directly. Many founders prefer this for the first few months until they trust the automation.