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.
Qoren environment
investor-update-writer-agent
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…
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…
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.
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…
Delivered to your inbox, Slack, or Telegram.
Memory
Keeps its own workspace.
The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.
- 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.
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.
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