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📨 Monthly Investor Update Generator with AI

Generate and send LP updates with AI summaries of metrics, milestones, and runway.

✨ Agentic AI workflows
🤖 100% fully customizable
✅ Download & edit on-the-go
🚀 Automate, publish, & share everywhere

Automate LP Updates

  • AI Summary: Pull KPIs, milestones, and risks into a concise update
  • Distribution: Email LPs and post to dashboard automatically
  • Follow-Up: Create tasks for LP questions and action items

Automation Flow

  • Trigger: Monthly schedule
  • Actions: Compile metrics, AI-generate update, email LP list, post to IR dashboard

Best For

Investor relations teams seeking consistent, on-time updates.