The update is due Friday. The numbers are in a spreadsheet. Start there.
A first draft of your monthly investor update, built from the figures and rough notes you already have, with a list of anything you still need to confirm.
Late investor updates are rarely about bad news. They are about trying to decide the structure, the numbers, and the tone in one sitting. So the email waits until the last day of the month, and then it is rushed.
Investor Update Draft separates the three. It builds a sourced number table first, labels every figure as an actual, an estimate, or a forecast, then turns your notes into wins, problems, and decisions, and ends on one ask. Anything it cannot trace to a source goes on a to-confirm list instead of into the email.
What it produces.
- →A sourced metrics table with month-on-month change
- →A one-line summary that does not mislead
- →Wins, problems, and decisions written from your notes
- →One specific ask, plus a list of figures to confirm before sending
- ✦Founders who send a monthly update and dread starting it
- ✦CEOs of small companies reporting to a handful of investors
- ✦Anyone who has the spreadsheet but not the words
This Playbook drafts one update from the numbers you hand it. It does not remember earlier months, compare them, or challenge you on the metric you are leaving out. The Investor Update Tool does that: it reads across your previous updates, catches the number you are steering around, and holds you to what you said you would fix. Investor Update Draft does not include that pattern check.
See the Investor Update Tool ($79) →- →investor-update-draft.zip: a native Claude Skill. Upload to Settings → Skills in Claude, or unzip to
~/.claude/skills/ - →investor-update-draft-skill.md: plain markdown. Works in ChatGPT Custom GPTs, Gemini, Claude Projects, agent system prompts, anywhere
- →A README inside the zip with install steps for Claude, ChatGPT, and Gemini
No subscription · free updates within v1.x
Works as a Claude Skill (.zip) and as a plain .md for ChatGPT, Gemini & every LLM
Delivered to your email within 60 seconds · Secured by Stripe
Price includes UK VAT where applicable
Before you buy.
How is this different from just asking Claude directly?
Asked cold, Claude tends to write a confident, polished update and may round or smooth numbers it was never given a source for. This works from your figures, keeps actuals and forecasts apart, and flags anything unsourced before the draft is assembled.
How is this different from a Tool?
Playbooks are systematically produced to a fixed template and priced accordingly ($12.99). Tools are hand-built, one at a time, and go deeper ($39 to $199). A Playbook gives you a reliable method for routine work; a Tool is for when the judgment matters more than the format. This Playbook drafts one update from the numbers you hand it. It does not remember earlier months, compare them, or challenge you on the metric you are leaving out. The Investor Update Tool does that: it reads across your previous updates, catches the number you are steering around, and holds you to what you said you would fix. Investor Update Draft does not include that pattern check.
Will this work with ChatGPT, Gemini, and other LLMs?
Yes. You get a native Claude Skill (.zip) that auto-invokes in Claude, plus a plain .md you can paste into a ChatGPT Custom GPT, a Gemini system prompt, or any LLM. The procedure travels with the file.
Can I share this with my team?
It's licensed for your own personal and professional use. The output it produces is yours to circulate. To put the Playbook itself in the hands of a whole team, email hello@authority.md about team licensing.
What if it doesn't work for me?
If the file hasn't been delivered, or arrives defective or empty, we refund in full: see our refund policy.