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.
- Monthly Update DraftMonthly on day 1 at 09:00
- Mid Month NudgeMonthly on day 15 at 09:00
Category
Runtime
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.
- task #01Monthly Update DraftMonthly on day 1 at 09:00last run · completed
- task #02Mid Month NudgeMonthly on day 15 at 09:00last run · completed
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 recomput…
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…
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 recomput…
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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.
How deployment worksSee pricing
- Category
- Finance
- Runtime
- Hermes
- Scheduled tasks
- 2
- Hosting
- Fully managed
Investor Update Writer template questions
What does the Investor Update Writer agent template do?
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.
Which runtime does the Investor Update Writer agent use?
It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.
How often does the Investor Update Writer agent run?
On a schedule you control. Out of the box it runs monthly on day 1 at 09:00, monthly on day 15 at 09:00. You can change the cadence, or trigger it on demand.
Will the Investor Update Writer agent do things without my approval?
No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.
What do I need to connect before it works?
Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The Investor Update Writer agent runs on the Hermes runtime.
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