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Investor Update Workflow

Regular investor update creation with metrics reporting, milestone tracking, and ask articulation

Complexity: Moderate | Duration: 15-30m | Category: Professional/Hr

Tags: #investor-updates #metrics #milestones #transparency #engagement

Workflow Diagram​

Steps​

Step 1: Gather key metrics​

Agent: metrics

reporter - Collect ARR, MRR, growth, churn, CAC, LTV, cash

Step 2: Highlight milestones​

Agent: storyteller

Summarize product launches, hires, partnerships, wins

Step 3: Report challenges​

Agent: storyteller

Transparently share obstacles, pivots, learnings

Step 4: Articulate asks​

Agent: investor

relations-specialist - Request intros, hiring help, strategic advice

Step 5: Format update​

Agent: investor

relations-specialist - Create email or slide format

Step 6: Review with CEO​

Agent: ceo

advisor - Approve messaging, tone

Step 7: Distribute to investors​

Agent: investor

relations-specialist - Send via email, post to investor portal

Step 8: Track engagement​

Agent: investor

relations-specialist - Monitor opens, replies, follow-up conversations

Usage​

To execute this workflow:

/workflow professional/hr/investor-update-workflow.workflow

See other workflows in this category for related automation patterns.