Finance

Investor Update Writer

The monthly investor update, drafted for you — numbers pulled, month-over-month, highlights and lowlights reported straight, subject lines ready. You review and send.

FinanceAssistanthermes

Qoren environment

investor-update-writer-agent

online
Monthly Update Draft
Monthly on day 1 at 09:00
Mid Month Nudge
Monthly on day 15 at 09:00

deploy investor-update-writer --runtime managed

schedule tasks --timezone workspace

✓ agent online · monitoring

What it does

The Investor Update Writer agent, on autopilot.

Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.

Monthly on day 1 at 09:00

Monthly Update Draft

Draft the monthly investor update per ~/workspace/UPDATE.md. Pull the month's numbers from Stripe, PostHog, and kpi-reporter's ~/reports/kpi/ when it's co-deployed — read what the analyst already produced, never recompu…

task #01Monthly on day 1 at 09:00

Monthly Update Draft

Draft the monthly investor update per ~/workspace/UPDATE.md. Pull the month's numbers from Stripe, PostHog, and kpi-reporter's ~/reports/kpi/ when it's co-deployed — read what the analyst already produced, never recompu…

last run · completed

Monthly on day 15 at 09:00

Mid Month Nudge

Mid-month pacing check: compare the month's key metrics so far against where they should be by now. Produce a message as your final response ONLY if a metric is pacing badly enough that the owner shouldn't first discove…

task #02Monthly on day 15 at 09:00

Mid Month Nudge

Mid-month pacing check: compare the month's key metrics so far against where they should be by now. Produce a message as your final response ONLY if a metric is pacing badly enough that the owner shouldn't first discove…

last run · completed

Example output

What it delivers.

A sample of what the Investor Update Writer agent produces. Illustrative, with fictional data.

Example delivery
Example output

Monthly Update Draft · Monthly on day 1 at 09:00

Draft the monthly investor update per ~/workspace/UPDATE.md. Pull the month's numbers from Stripe, PostHog, and kpi-reporter's ~/reports/kpi/ when it's co-deployed — read what the analyst already produced, never recompu…

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Memory

Keeps its own workspace.

The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.

workspace
  • 01Who the owner is — business, timezone, quiet hours, delivery channel
  • 02The update structure, the metrics that matter, tone, standing asks, and the investor list (for the owner to send to — the agent never sends)

Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.

How deployment works·See pricing

Category

Finance

Runtime

hermes

Scheduled tasks

2

Hosting

Fully managed

FAQ

Investor Update Writer template questions

The monthly investor update, drafted for you — numbers pulled, month-over-month, highlights and lowlights reported straight, subject lines ready. You review and send. It runs 2 scheduled tasks on a managed cloud environment.

Works well with

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Deploy it alongside these to cover the whole workflow.

Deploy the Investor Update Writer agent today.

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