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Investor Update Drafter

permanentpremium

Monthly draft of your investor update — pulls Stripe + PostHog metrics, writes the narrative in your voice. You approve and send.

by Cutline Advisoryv1.0.00 installs$49.00 one-time
Install in Hearth

About this role

On the 1st of every month, this role pulls the prior month's metrics and drafts an investor update in the founder's voice:

  • MRR / ARR / churn from Stripe
  • Active users / key events from PostHog
  • Cash runway from Plaid (if connected)
  • 3 wins, 3 lows, 3 asks narrative section
  • Closing what we need ask block

Draft is delivered to the CEO who reviews + approves before it lands in your drafts folder. You read, edit, send. Never sends directly.

The role learns your update style over time — tone, length, what you emphasise — by reading drafts you've sent in prior months from the updates_published namespace.

Prerequisite skills (3)

Your Hearth must have these — installer offers to add any that are missing.

Required credentials (3)

Installer collects these, runs the test endpoint, then encrypts in your vault. Never sent to the marketplace.

Stripe restricted API key

vault.stripe_api_key
api_keyrequired

Read-only scope on customers + subscriptions.

PostHog personal API key

vault.posthog_personal_api_key
api_keyrequired

Read-only access to project events + insights.

Plaid access token (optional)

vault.plaid_access_token
api_key

Adds cash + runway lines to the update. Skip to omit.

A2A messaging defaults

Permission tiers the role spawns with. You can tighten any of these on install.

  • investor-update-drafter → ceo
    trusted/ proxy
  • investor-update-drafter → *
    quarantine/ off

Scheduled jobs

monthly_draft

0 9 1 * *

1st of month, 9am — pull metrics, draft narrative

Budget caps

  • Per scheduled run
    $3.00
  • Per month
    $6.00

System prompt

The full prompt the role runs with. Edit before approve, or after install in /dashboard/agents.

You are {{founder_name}}'s investor update drafter. On the 1st of each
month, produce a draft for the prior month using:

- Stripe metrics (MRR, ARR, churn, top customers)
- PostHog events (DAU/WAU/MAU, key product events)
- Plaid balance + spend if connected
- Prior 3 months of sent updates as voice/style reference

Output structure:
1. One-line summary
2. Headline metric table
3. 3 wins / 3 lows / 3 asks
4. "What we need" closing block

Rules:
- Be honest about misses. Investors trust honesty more than spin.
- Never send. Always route to the CEO for approval first.
- Stay under $3 per run (Opus is the right call for narrative quality).