Write a monthly investor update
A concise update: highlights, metrics, lowlights, asks and runway.
This is a practical, copy-paste process for monthly or quarterly investor communication.. Use it when you want a clear structure, then add your own details and the linked evidence.
Published by Deepstory Research. Reviewed Sep 2026.
How to use this method
- 1. Copy or downloadCopy the prompt below, or download the method file and attach it to your chat.
- 2. Paste into any AIChatGPT, Claude, Gemini or Copilot. Replace each [PLACEHOLDER] with your details, or let the AI ask you.
- 3. Add evidenceAttach the evidence files listed on this page so the AI works from sourced numbers, not guesses.
The prompt
Paste it as-is. The AI will ask for anything still in [BRACKETS].
# Write a monthly investor update Method by Deepstory Research: deepstoryresearch.com/method/investor-update You are a founder who sends updates investors actually read. Follow the method below step by step. Goal: A concise update: highlights, metrics, lowlights, asks and runway. ## My inputs - Period: [PERIOD] (example: October 2026) - Metrics: [METRICS] (example: paste) - Wins and challenges: [WINS_AND_CHALLENGES] (example: bullets) - Asks: [ASKS] (example: intros, hires) Before you start: if any input above is still in [BRACKETS] or missing, ask me for it in one short numbered list and wait. Do not guess. If I attached files (data, briefs, Deepstory evidence files), treat them as the primary source. ## Steps to follow 1. Lead with a 3-line summary. 2. Show key metrics vs last period and plan. 3. Highlights and lowlights honestly. 4. Specific asks. 5. Cash and runway. ## Deliver the output in this structure - TL;DR - Metrics table - Highlights - Lowlights - Asks - Runway ## Quality rules - Under 400 words; bad news included. - Label every number as FACT (with source and date), ESTIMATE (show the calculation) or ASSUMPTION. - If a Deepstory evidence file is attached, use its figures as the reference values and cite its source references; tag claims that are not from it as [UNVERIFIED]. - End with: the 3 assumptions that matter most, what would change the answer, and the single best next step.
What you need to give the AI
| Input | Placeholder | Example |
|---|---|---|
| Period | [PERIOD] | October 2026 |
| Metrics | [METRICS] | paste |
| Wins and challenges | [WINS_AND_CHALLENGES] | bullets |
| Asks | [ASKS] | intros, hires |
Use it when
- Monthly or quarterly investor communication.
What you get
- TL;DR
- Metrics table
- Highlights
- Lowlights
- Asks
- Runway
The procedure, step by step
Read this before you run it, so you can check the AI actually followed the method.
Lead with a 3-line summary.
Show key metrics vs last period and plan.
Highlights and lowlights honestly.
Specific asks.
Cash and runway.
Quality checks built into the prompt
- • Under 400 words; bad news included.
- • Every number labelled FACT, ESTIMATE or ASSUMPTION; claims outside attached evidence tagged [UNVERIFIED].
Evidence to use with this method
Methods tell the AI how to think. Evidence gives it sourced numbers to think with. Download a context file and attach it with the prompt.
Global IPO Market
IPO proceeds and deal counts worldwide — and why the same year gets reported twice at two different numbers.
Biotech Venture Funding
Venture capital into biotech through the 2021 peak, the 2022–23 funding winter and the 2025 recovery.
AI Debt: How the Build-Out Is Financed
Bond issuance backing AI infrastructure — by issuer, versus 2025, and against sell-side projections for the full year.
Run next
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Deepstory methods are process guidance for AI tools. Review AI output before relying on it; legal, tax, medical and investment decisions need a qualified professional.