Finance

Friday investor update

Pull the week’s numbers, draft the update in your voice, and hold it for your signature before it goes to investors.

Schedule

Fridays, 16:00

Apprentices

Reader → Drafter → Checker → Clerk

Tools

Stripe · HubSpot · Linear · Gmail

You sign

The email to 24 investors

What the apprentices do

  1. Reader pulls MRR, new deals and shipped launches for the week, with a link back to each source.

  2. Drafter writes the update in your house voice, using last month’s updates as the style guide.

  3. Checker reconciles every figure in the draft against its source and flags anything that moved more than 10%.

  4. Clerk holds the email, then sends it to your investor list and files a copy to /updates.

Where it stops for you

The Clerk will not send until you sign. If the Checker finds a mismatch, the run stops before drafting and shows you both numbers side by side.

What it needs

  • Read access to Stripe, HubSpot and Linear

  • A Gmail or Google Workspace sender

  • Three past updates to learn your voice from

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