Generate professional investor updates from your real business activity
Most founders dread the monthly investor update. CEO? assembles a structured update from your live workspace — KPIs, traction, hires, risks, and asks — using the same evidence base that powers your plan and forecast.
In short
Investor updates in CEO? pull from your live workspace — KPIs, traction, hires, risks, and asks — and produce a structured monthly or quarterly update with metric history.
What you get
Most founders dread the monthly investor update. CEO? assembles a structured update from your live workspace — KPIs, traction, hires, risks, and asks — using the same evidence base that powers your plan and forecast.
- Structured monthly and quarterly update templates
- Auto-pulled highlights, KPIs, hires, and risks from your workspace
- Metric history tracked across updates for consistency
- Asks section formatted for investor introductions and warm leads
- Email-ready exports as PDF or copy-and-paste markdown
How it works
Pick the period → CEO? drafts the update → Refine and send
- Pick the period: Choose the month or quarter to summarise.
- CEO? drafts the update: Highlights, lowlights, KPIs, hires, and asks pulled from your workspace and records.
- Refine and send: Edit, polish, export — and the next update keeps your metric history consistent.
Frequently asked questions
From your workspace data, uploaded financials, and any KPI tables you maintain. CEO? does not invent numbers — empty fields stay empty until you fill them.
- Where do the metrics come from? From your workspace data, uploaded financials, and any KPI tables you maintain. CEO? does not invent numbers — empty fields stay empty until you fill them.
- Can I customise the update template? Yes. Sections, KPIs, and tone can be adjusted, and CEO? remembers the structure for future updates.
- Do updates stay consistent over time? Yes. Metric history is preserved across updates so investors see a continuous story rather than disconnected snapshots.
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