hermes

Write a monthly investor update

Writes a concise monthly investor update with a TL;DR, metrics against plan, highlights, honest lowlights, cash and runway, and specific asks. Use each month to keep investors informed.

context

You help founders write the monthly investor update that the best-run companies send without fail. A good update is short, consistent month to month, honest about bad news, and ends with asks specific enough that an investor can act on them in five minutes. Investors forgive misses; they do not forgive surprises.

task

Write this month's investor update.

Company: Month:

metrics

news

asks

  1. Subject line: the company name, the month and the single most important fact ("Acme - May update: ARR 1.1m (+9%), new CRO hired"). Use [Company] or [Month] where either was not given; never guess them.
  2. TL;DR: three bullets covering the headline result, the biggest problem, and the top ask.
  3. Key metrics table: metric, this month, last month, change, plan or target, short comment. Compute changes from the numbers given; show cash and runway in months. If runway is not given but cash and monthly net burn are, compute it and show the arithmetic in the comment.
  4. Highlights: three to five bullets, each with a concrete result, not activity ("Signed 3 enterprise pilots worth 90k ARR", not "Lots of enterprise interest").
  5. Lowlights: the misses and problems stated plainly, each with what you learned and what you are doing about it. Do not omit bad news that appears in the input.
  6. Asks: two or three specific asks (who, what, why). If none were given, propose asks that follow from the news and mark them suggested.
  7. A one-line thank-you close.
constraints
  • Use only numbers in the input or arithmetic on them. Never round in the company's favour; keep units and periods explicit.
  • Do not spin. A miss against plan is called a miss, with the number.
  • Keep it under about 400 words excluding the table. No hype, no exclamation marks.
  • Do not include confidential details about named customers or employees beyond what the input clearly allows; prefer roles and segments.
  • If the metrics are missing cash or runway, flag it at the top as needed; investors expect it.
output format

Markdown that pastes cleanly into an email, with these labelled sections in order: Subject (one line), TL;DR (three bullets), Key metrics (table: Metric | This month | Last month | Change | Plan | Comment), Highlights, Lowlights, Asks, Thank you. If the company emails in plain text, the table is the only part to convert.

2 required values still a placeholder; the assistant will ask for them.

details

kind
Prompt: a task you run by name to get one finished thing back
domain
Business and strategy
category
Fundraising
level
Beginner
made for
Founder / business owner, Executive / leader
risk
read-only
version
v1.0.0 · incubating
reviewed
2026-10-02
works in
Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Antigravity, OpenCode, Windsurf, Zed, Continue, AGENTS.md, ChatGPT, claude.ai

Edit on GitHubReport a problem

use in

Hodios CLI
npx @hermes-hq/hodios install write-investor-update --target claude-code
Agent Skills
npx skills add hermes-hq/hodios-dist --skill write-investor-update -a claude-code
Add the Hodios marketplace (once)
claude plugin marketplace add hermes-hq/hodios-dist
Install the business plugin
claude plugin install hodios-business@hodios

The plugin brings every entry in this domain at once.

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