investor-update-draft

Drafts monthly investor updates from Stripe and Postgres metrics compared against plan targets.

20.2k|3.4k|Updated Oct 5, 2024
One-click install
npx skills add https://github.com/kortix-ai/suna --skill investor-update-draft
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: investor-update-draft
Source: https://github.com/kortix-ai/suna/tree/main/packages/starter/templates/marketplace/runtime/skills/investor-update-draft
Command: npx skills add https://github.com/kortix-ai/suna --skill investor-update-draft

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Founders spend hours each month pulling revenue, growth, burn, and runway numbers from Stripe and Postgres, comparing them to last month and to plan, and writing a consistent investor update. This Skill automates that entire read-only workflow and produces a finished first draft in the same format every month.

Core Features & Use Cases

  • Automated metric collection: Pulls MRR, revenue, and MRR movement components from Stripe, plus active accounts, burn, and runway from Postgres, all read-only.
  • Plan and prior-month comparison: Computes absolute and percentage deltas versus last month's update and against plan targets, flagging significant variances the narrative must address.
  • Consistent monthly format: Reads last month's update to reuse its section order, headings, and tone, then writes the new draft as a separate dated document without overwriting history.
  • Use Case: A monthly cron fires, the agent reads last month's update, queries Stripe and Postgres for the current month, and produces a draft investor update with a metrics table, variance commentary, and founder asks — ready for the founder to edit and send.

Quick Start

Ask the agent to draft this month's investor update using the metrics from Stripe and Postgres and last month's update as the format reference.

Frequently Asked Questions about investor-update-draft

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate a monthly investor update draft?

Schedule a monthly cron that loads this Skill. It reads last month's update for format and prior figures, pulls current MRR and revenue from Stripe and growth, burn, and runway from Postgres, then writes a new dated draft document for the founder to edit.

What metrics does the investor update draft include?

It tracks MRR, MRR growth, total revenue, new/expansion/churned MRR from Stripe, plus active accounts, account growth, burn, and runway from Postgres. Every metric is compared to last month and to plan targets.

Can the agent modify Stripe or Postgres data while drafting?

No. Both Stripe and Postgres are strictly read-only connectors in this workflow. The only output the agent produces is a new draft document; it never writes back to any source system or overwrites prior updates.

What happens if there is no prior investor update to reference?

The Skill falls back to a default structure defined in its format guidance: headline, metrics table, variance commentary, and asks. It also notes in the draft that this is the first run.

Does the agent send the investor update automatically?

No. The agent's job ends at a finished draft saved as a new document. The founder reviews, edits, and sends it; the agent never emails, messages, or publishes the update.