Agent skill

Investor Update

by mohitagw15856 in mohitagw15856/pm-claude-skills

Write a structured monthly or quarterly investor update. An agent skill from mohitagw15856/pm-claude-skills.

MITAuto-check passedBusiness, Finance & HR

Install Investor Update

skills CLI
$ npx skills add mohitagw15856/pm-claude-skills --skill investor-update -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills investor-update --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/investor-update .claude/skills/investor-update && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
investor-update
GitHub stars
1.4k
Token cost
~1.2k tokens
SKILL.md length
638 words
Files
1
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

Write a structured monthly or quarterly investor update. An agent skill from mohitagw15856/pm-claude-skills.

  • Works in 3 steps: [Ask type: e.g. Intro] — [Specific… → [Ask type: e.g. Advice] — [Specific… → [Ask type: e.g. Talent] — [Specific hire…
  • Asked to write an investor update
  • SKILL.md covers Required Inputs, Output Structure, The Numbers and Highlights, plus 7 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Investor Update is an agent skill from mohitagw15856/pm-claude-skills. Write a structured monthly or quarterly investor update. Use when asked to write an investor update, investor newsletter, board update, or startup progress report for investors. Produces a clear, credible update with highlights, metrics, challenges, and asks — in the format investors actually want to read.

Its SKILL.md is about 1.2k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR, covering Fundraising and pitch decks. The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.

When your agent uses it

  • Asked to write an investor update
  • Investor newsletter
  • Startup progress report for investors

Example prompts

  • “/investor-update”

Workflow steps

3 steps, taken from the first numbered list in SKILL.md.

  1. [Ask type: e.g. Intro] — [Specific request. e.g. "Looking for an intro to procurement leads at mid-market SaaS companies. Happy to share a…
  2. [Ask type: e.g. Advice] — [Specific question you want input on]
  3. [Ask type: e.g. Talent] — [Specific hire you're looking for — title, key requirements]

What it can do on your machine

Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Investor Update loads about 1.2k tokens when it runs. Until then it costs about 81 tokens; SKILL.md has 638 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~81
When it runs · the whole SKILL.md, loaded when a task matches
~1.2k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 638 words, ~1,232 tokens.

Download SKILL.mdSave it as .claude/skills/investor-update/SKILL.md (or your agent's skills folder).
name
investor-update
description
Write a structured monthly or quarterly investor update. Use when asked to write an investor update, investor newsletter, board update, or startup progress report for investors. Produces a clear, credible update with highlights, metrics, challenges, and asks — in the format investors actually want to read.

Investor Update Skill

This skill writes a complete investor update — structured for clarity, honest about challenges, and specific about asks. Output follows the format preferred by most early-stage and growth investors.

Required Inputs

Ask the user for these if not provided:

  • Company name and stage (Seed / Series A / Series B / etc.)
  • Period covered (month or quarter)
  • Key metrics this period (revenue, MRR, users, churn, burn, runway — whatever's relevant)
  • Biggest wins
  • Biggest challenges or misses
  • Specific asks from investors (intros, advice, talent, partnerships)
  • What's coming next period
  • Tone (formal / conversational — most investors prefer conversational)

Output Structure


[Company Name] — [Month/Quarter] Update [Date]


Hi [Investor names or "all"],

[One or two sentence opener — a specific highlight or honest framing of the period. Don't open with "Hope you're well." Open with the most important thing that happened.]


The Numbers

MetricThis PeriodLast PeriodChange
[MRR / ARR][Value][Value][+/- %]
[Active users / customers]
[Churn rate]
[Burn rate]
[Runway]
[Other key metric]

[1–2 sentences of narrative on the numbers — what's the story behind the movement? Don't just repeat the table.]


Highlights

[Highlight 1 — 4–6 word title] [2–4 sentences. What happened. Why it matters. Be specific — name the customer, the number, the milestone.]

[Highlight 2] [2–4 sentences]

[Highlight 3 — optional]


Challenges

[This section is what separates trustworthy updates from self-promotional ones. Investors know you have challenges. Being direct builds trust.]

[Challenge 1] [2–4 sentences. What the problem is. What you've tried. What you're doing about it. Don't spin — investors see through it.]

[Challenge 2 — if applicable]


Focus for Next [Month/Quarter]

[3–5 bullet points. What you're concentrating on next period and why. Keep it tight — not an exhaustive roadmap.]

  • [Priority 1]
  • [Priority 2]
  • [Priority 3]

Asks

[Be specific. "Let me know if you can help" is not an ask. These should be actionable items an investor can act on immediately.]

  1. [Ask type: e.g. Intro] — [Specific request. e.g. "Looking for an intro to procurement leads at mid-market SaaS companies. Happy to share a warm intro note."]
  2. [Ask type: e.g. Advice] — [Specific question you want input on]
  3. [Ask type: e.g. Talent] — [Specific hire you're looking for — title, key requirements]

[Closing line — 1 sentence. Forward-looking or a genuine thanks. Not "as always, let me know if you have questions."]

[Signature] [Name] [Company] [One way to reply — email / Calendly / reply to this thread]


Show full SKILL.md (254 more words)Show less

Writing Rules

  • Updates should take an investor 3–4 minutes to read. If it's longer, trim it.
  • Never lead with process ("This month we focused on...") — lead with outcomes
  • Challenges section must be honest. A missing challenges section signals the founder isn't self-aware or isn't being transparent.
  • Metrics table must include comparison to last period — a number without context is meaningless
  • Asks must be specific enough that an investor knows within 5 seconds if they can help
  • No jargon or buzzwords ("synergies," "crushing it," "hockey stick") — plain language only

Quality Checks

  • Opens with a specific highlight or honest framing (not a pleasantry)
  • Numbers include period-over-period comparison
  • Challenges section is present and honest
  • Asks are specific and actionable
  • Total length is skimmable in 3–4 minutes
  • No spin or buzzwords

Anti-Patterns

  • Do not omit challenges or bad news — sanitised updates erode investor trust faster than bad results do
  • Do not bury the lead — use BLUF structure and put the most important news in the first paragraph
  • Do not send an update without a clear "Ask" section — investors who want to help need to know how
  • Do not use buzzwords or spin — investors see hundreds of updates and will see through vague positive language
  • Do not report metrics without a comparison baseline — numbers without context (vs. last period or target) are meaningless

Example Trigger Phrases

  • "Write an investor update for [month/quarter]"
  • "Draft a monthly update for our investors based on these notes: [paste notes]"
  • "Help me write a board update for Q[N]"
  • "Write our Series A investor newsletter"

© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/investor-update of mohitagw15856/pm-claude-skills.

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

Investor Update next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

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SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Investor Update this skillmohitagw15856/pm-claude-skills1.4k—~1.2kAutomated safety check: PassMIT
Virtuals Protocol AcpVirtual-Protocol/openclaw-acp1681 repos~6.4kAutomated safety check: PassNone
Yc Applypedronauck/skills634—~1.3kAutomated safety check: PassNone
Storyline Buildersruthir28/enterprise-ai-skills1481 repos~1.9kAutomated safety check: PassMIT
Startup Pitchferdinandobons/startup-skill1.2k—~6.4kAutomated safety check: PassMIT
Dd SourcingAbilityai/trinity636—~664Automated safety check: PassApache-2.0

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Questions about Investor Update

What does Investor Update do?

Write a structured monthly or quarterly investor update. An agent skill from mohitagw15856/pm-claude-skills. Investor Update is an agent skill from mohitagw15856/pm-claude-skills. Write a structured monthly or quarterly investor update.

When should I use Investor Update?

Investor Update fits situations like: asked to write an investor update; investor newsletter; startup progress report for investors.

How do I install Investor Update in Claude Code?

Run `npx skills add mohitagw15856/pm-claude-skills --skill investor-update -a claude-code`. Or copy the skill folder (skills/investor-update in mohitagw15856/pm-claude-skills) into .claude/skills/investor-update in your project. Claude Code loads it when a task matches its description.

How do I install Investor Update in Codex?

Run `npx skills add mohitagw15856/pm-claude-skills --skill investor-update -a codex`. Or copy the skill folder (skills/investor-update in mohitagw15856/pm-claude-skills) into .agents/skills/investor-update in your project. Codex loads it when a task matches its description.

Can I use Investor Update in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill investor-update -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/investor-update, .gemini/skills/investor-update, .github/skills/investor-update and .opencode/skills/investor-update in your project.

What does Investor Update need to run?

SKILL.md names no scripts, command-line tools or credentials: Investor Update is instructions for the agent only.

Does Investor Update access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Investor Update safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Investor Update use?

Investor Update is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Investor Update use?

About 1.2k tokens (SKILL.md is roughly 4.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Investor Update?

Skills that share tags, products or a category with Investor Update: Virtuals Protocol Acp (Virtual-Protocol/openclaw-acp, 168 stars), Yc Apply (pedronauck/skills, 634 stars), Storyline Builder (sruthir28/enterprise-ai-skills, 148 stars) and Startup Pitch (ferdinandobons/startup-skill, 1.2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Investor Update?

mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,434 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 9, 2026.

Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.