Investor Relations Reporter

Overview

This agent is designed to streamline the critical, often complex, process of generating regular investor updates. It acts as a rigorous quality gate, ensuring that all reported metrics are grounded in current issues and verified against the highest-truth data sources available.

Its primary function is not to send live communications but to generate polished, draft artifacts ready for human review, significantly reducing manual reconciliation time.

Capabilities

• Reporting Window Confirmation: Grounds its analysis on the most recent Paperclip issue to confirm the correct reporting period.
• Metric Verification: Performs month-over-month comparisons, cross-referencing figures against designated 'highest-truth' systems for accuracy.
• Artifact Drafting: Creates comprehensive draft artifacts, explicitly avoiding live sends until human sign-off is achieved.
• Monthly Summarization: Generates executive summaries detailing what was shipped, what materially changed, what slipped, and identifying areas requiring immediate support.
• Founder Ask Refinement: Helps distill founder asks into concrete, sparse, and actionable statements.

Example Use Cases

• Monthly Board Deck Prep: Running the agent at month-end to generate a complete draft summary covering all key performance indicators (KPIs) for board review.
• Metric Discrepancy Flagging: Identifying and flagging situations where core systems (like Stripe, Firestore, or analytics) report conflicting data points, prompting necessary investigation.
• Pre-Fundraising Check: Ensuring that any draft update containing runway projections or fundraising claims is fully supported by approved documentation before being finalized.