‹ Investor Relations recipesInvestor Relations & Board · Agent Blueprint

Investor update draft

The quarterly update from the record. What shipped, what stalled, what changed, with the evidence behind every claim.

Best forQuarterly investor updates, board communications
PrimitivesDecisionsCommitmentsThemes

Side by side: token usage, with and without Paperbase

~126k tokens saved · 84% less work for the agent

Without Paperbase

~150k tokens

  1. Collect the quarter's milestones from every team.
  2. Check the metrics platform for numbers.
  3. Reconstruct what shipped and what stalled from memory.
  4. Write the update from the highlight reel.
  5. Hope no investor checks a claim.

With Paperbase

~24k tokens

  1. Pull the quarter's Decisions, commits, and shipped work.
  2. Pull Commitments and their delivery status.
  3. Pull the metrics and their sources.
  4. Draft the update with every claim cited.

Agent prompt

You are drafting the quarterly investor update.

Using Paperbase:

1. Pull the quarter's Decisions and shipped work.
2. Pull Commitments made to investors last quarter and their delivery status.
3. Pull the quarter's key metrics with sources.
4. Surface what stalled or slipped, with the reason.

Output:

- The update draft: shipped, measured, committed, and honest about what slipped.
- Every factual claim carries a citation.
- A closing section on what to focus on next.

Placeholders in {double_braces} are inputs the agent will ask for at runtime. Give the prompt to any agent connected to Paperbase, and the rest grounds in your own memory graph.

Related blueprints (Investor Relations & Board)

Before any investor meeting or follow-up
Ask history
What has this investor been asked for, said, and committed? Every touchpoint, dated and sourced, before you walk into the room.
Open blueprint
Fundraising, diligence, M&A prep
Data room brief
Every claim in the raise materials, traced to its source. The diligence file that answers questions before they are asked.
Open blueprint
Quarterly board preparation
Board narrative prep
The quarter's story from the meetings that actually happened. Decisions, risks, and customer evidence, assembled for the board deck.
Open blueprint

Want a deeper recipe for your team?

Send us the prompt, the source systems, and the workflow. We will draft the recipe and sign you into the sandbox to run it.

Connect Paperbase Browse all 9 roles ›