Finance · Build & Package
Investor updates that write themselves.
Revenue from Stripe, pipeline from Salesforce, product metrics from PostHog, all pulled, combined, and drafted into a narrative investor email. Accurate, on-brand, and ready for your review. Never send a late update again.
Works acrossStripeSalesforcePostHogGmail
What you get.
Live metrics pulled, narrative written, and a polished investor update email waiting in your Gmail drafts, on schedule every month. Doe pulls from Stripe, Salesforce, and PostHog, follows your template, and delivers a draft ready for your review.
The investor update you've been putting off for two weeks.
It's the 15th. The investor update was supposed to go out on the 5th. You've been meaning to write it, but first you needed to pull the revenue numbers, and those weren't finalized until the 8th. Then you needed the product metrics, and you couldn't remember your PostHog password. Then a board member asked a question about churn that required digging into Stripe. By the time you have all the numbers, writing the narrative feels like a chore you keep pushing to tomorrow.
Your investors notice. The ones who care about governance track which founders send updates on time. The ones who could actually help (with intros, advice, follow-on decisions) need current data to be useful. When your update arrives three weeks late with stale numbers, you're eroding trust and missing potential value from your investor base.
What changes.
- 01Time to produce updateBefore · Hours of pulling data and writingWith Doe · Review and personalize a ready-made draft
- 02Sending consistencyBefore · Late or skipped most monthsWith Doe · Draft in your inbox by the 3rd business day, every month
- 03Data accuracyBefore · Numbers pulled from memory or old reportsWith Doe · Live metrics from source systems
- 04Narrative qualityBefore · Varies with competing prioritiesWith Doe · Consistent structure and data; you add company context
How Doe drafts your investor update
- 01Pulls revenue, retention, and churn metrics for the periodStripeDoe found MRR grew 8% month-over-month, net retention held at 115%, and churn ticked down — the trend line investors want highlighted, not buried
- 02Reads pipeline movement and closed-won dealsSalesforceThree enterprise deals closed, pipeline is up 22%, and the average sales cycle shortened by 4 days
- 03Scans product engagement and feature adoptionPostHogWeekly active users up 12%, the new onboarding flow hit 68% activation, and the AI feature drove 3x more sessions per user
- 04Writes the narrative and assembles the update emailDoeDoe wove revenue, pipeline, and product data into a single narrative with the quarter's highlights, two honest challenges, and one specific ask — no metric left without context
- 05Delivers the draft to your inbox for reviewGmailA polished email with formatted metric tables sitting in your drafts, ready for a 10-minute review before sending
- 06RecurringMonthly, 3rd business day at 8:00 AMOn the 3rd business day of each month (giving close data time to finalize), Doe pulls all metrics, generates the narrative, and creates a draft email in Gmail. You review, add any personal commentary, and send. Draft email created in Gmail.
Up and running in under ten minutes.
- 01Connect your toolsOne-click OAuth for each integration. No API keys, no engineering.
- 02Describe what you need“Pull MRR, churn, pipeline, and product engagement every month. Draft an investor update email following our template and put it in my Gmail drafts by the 3rd.”
- 03It runs on scheduleRuns on the 3rd business day of every month and the draft lands in your inbox ready for review.
Before you delegate.
- 01Can I customize the investor update template?You define the sections, metrics, and tone. Doe follows your template structure and learns your writing voice from 3-5 past updates you provide as examples. Some founders want a short "5 key metrics + 3 bullet highlights" format. Others want a longer narrative with asks and commentary. Either works.
- 02Does Doe send the email automatically or just draft it?Drafts only. Doe pulls the metrics, writes the narrative, and places the finished update in your Gmail drafts. You review, add personal commentary, and send when ready. The hours of data work are gone. The 10-minute review and personal touch stay with you.
- 03What if I need different metrics for different investor groups?Doe can generate multiple update variants: one for your lead investors with detailed financials, another for angels with a higher-level summary. Each variant pulls from the same data but formats and filters differently.
- 04Can Doe include qualitative highlights I add?Yes. Before Doe drafts the update, you can add bullet points of qualitative context: key hires, strategic decisions, partnerships, market observations. Doe incorporates them into the narrative alongside the quantitative metrics.
- 05How does Doe handle months with bad metrics?Doe reports metrics as-is without spin. If churn spiked or revenue missed plan, the update says so with context (e.g., one large customer churned, representing X% of MRR). You review and edit the framing before sending. Doe never hides bad numbers.