A founder KPI dashboard tracking the 20+ metrics investors expect — MRR, ARR, burn rate, runway, MoM growth, CAC, LTV, churn, net dollar retention, gross margin. Auto-generates a weekly investor summary via AI agent.
What's Included
- Financial Metrics: MRR, ARR, burn, runway, gross margin auto-calculated from inputs
- Growth Metrics: MoM growth, weekly active, retention cohorts
- Customer Economics: CAC, LTV, payback period, net dollar retention
- Auto-Charts: Each metric paired with a trend chart and 30-day delta
- Weekly Summary Agent: AI agent drafts the weekly investor email from the dashboard data
- Investor Update Trigger: Friday automation → email summary to investor list
Why This Template Wins
- Replaces Visible.vc ($1,200/yr). Same investor-update workflow at $10/mo flat.
- Auto-drafted weekly update. The agent reads this week's metrics + last week's, drafts "what changed, what worked, what didn't, what's next" — you review and send.
- One source of truth for board + investors. Different views: investors see growth + runway; board sees full P&L; team sees activity metrics. Same underlying data.
How To Use
- Clone the template
- Enter your current MRR, burn, headcount baseline
- Connect Stripe/QuickBooks via automations for live revenue
- Train the weekly-summary agent on 2-3 past investor updates (your tone)
- Schedule Friday automation: dashboard snapshot → AI draft → email queue
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