What it does
- Drafts the monthly or quarterly investor update: metrics, highlights, lowlights and asks, in your format.
- Pulls numbers from Stripe and PostHog and shipped work from GitHub, so the draft starts from real data.
- Researches investors and keeps a pipeline list, with notes on who to follow up with.
- Drafts follow-up emails after meetings for you to edit and send.
How to set it up
- Instructions sketch: "You draft investor communications. Never send anything: give me every update and follow-up as an email draft. Use our standing format: three highlights, metrics with month-over-month change, lowlights, asks. Take numbers only from Stripe and PostHog and say how each was computed."
- Connectors: Stripe, PostHog and GitHub to read; Google Calendar to see recent investor meetings; Slack to deliver drafts.
- Example Loop: on the 1st of each month at 9:00 (cron 0 9 1 * *), draft last month's update and post it to you; Mondays at 8:00, a pipeline and follow-up list.
- Memory: your format, tone and the investors you've already updated carry across months.
What it won't do
- Send the update. Set up this way it drafts only; you edit and send it yourself.
- Invent numbers. It uses the data you connect and says what it couldn't read.
- Give investment or legal advice.
Questions
What does an AI investor update assistant do?
It gathers metrics and progress, drafts the investor update in your format, and keeps research, pipeline and follow-up drafts ready, all for you to review and send.
Will it email my investors?
No. In this setup it only drafts. Reason shows the update as an email card that you edit and send yourself.
Where do the numbers come from?
From the tools you connect, such as Stripe for revenue and PostHog for product usage, and GitHub for what shipped. Ask it to show how each number was computed.
Can it match my previous updates?
Yes. Give it a past update or your template once, and it keeps the format in memory for later months.
What does it cost?
Reason Pro is $50 a month per person and includes cloud computers, Loops and 1,250 credits of usage a week; Max is $200 a month with four times the weekly usage. Eligible new customers can start Pro with a 3-day free trial. Every AI employee you set up shares your plan's usage; there is no per-employee fee.