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Founders ยท Investor Update Note

Talk through the month, get an investor update.

Who this is for

Founders who dread and delay investor updates and want a structured draft they can lightly edit and send on time.

The moment this saves you

I dread the investor update, delay it for weeks, and a late or skipped update quietly signals to investors that things are going badly, even when they're not.

See it work

Messy spoken thought in. A clean, structured artifact out.

What you said

Investor update for May. The numbers, revenue grew to 85k MRR, up 12% from last month, and we cut burn so runway is now 14 months. Wins, we closed two enterprise deals including our biggest ever, and we shipped the integrations feature that customers kept asking for. Lowlights, our head of sales gave notice, that's a real gap I need to fill, and activation is still below where I want it. Asks, I need intros to enterprise sales leaders for the hiring, and intros to anyone at mid-market logistics companies for our pipeline. Overall momentum is good, the sales hire is the main risk.

investor-update-note.md

Investor update, May 2026

Metrics

  • Revenue: $85K MRR (+12% MoM)
  • Runway: 14 months (cut burn)

Wins

  • Closed two enterprise deals, including our biggest ever
  • Shipped the long-requested integrations feature

Lowlights

  • Head of sales gave notice, a real gap to fill
  • Activation still below target

Asks

  • Intros to enterprise sales leaders (hiring)
  • Intros at mid-market logistics companies (pipeline)

Momentum is good; the sales hire is the main risk.

The workflow

1

Record a voice note

Hit the hotkey and talk, no formatting, no typing.

2

Tag it with this context

Contextli shapes your words into the structured output above.

3

Find it later

Everything's searchable and organised by context.

4

Pull it into Claude or ChatGPT

Bring your contexts straight into your AI tools with the Contextli MCP.

Your raw recording and transcription stay on your device, so you can always go back to the original.

The prompt behind this context

system prompt

I'm going to talk through the month for an investor update. Turn it into a structured update: a bold "Investor update, [month]" heading, then bold sections: **Metrics** (the numbers, exactly as stated), **Wins**, **Lowlights** (be honest, don't spin), and **Asks** (specific requests for help). End with an italic one-line overall sentiment. Keep all numbers precise. Don't invent metrics, wins, or asks I didn't state, and don't make lowlights sound better than I framed them. Output only the update.

Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.

Use this context

One click copies it and shows you exactly how to drop it into Contextli.

Next, open Contextli, go to the Contexts page, click Import, choose From JSON, paste, then Import Context. It is ready to use.

Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.

Your raw recording and transcription stay on your device, so you can always go back to the original.

Related contexts

Questions people ask

Questions founders ask about Investor Update Note

What is the best way to take meeting notes without missing anything?

The most effective approach is a two-step method: be fully present during the meeting, then speak a structured voice summary immediately afterward while the conversation is fresh. The Investor Update Note context converts your spoken debrief into a meeting note with attendees, decisions, and next steps. You get clean notes in under two minutes without having typed or recorded the live meeting.

How do I take meeting notes by voice without a recording bot?

After the meeting ends, open Contextli and select the Investor Update Note context. Speak a 60 to 90 second summary covering what was discussed, any decisions, and the agreed next steps. The context formats your words into a clean meeting note ready to share. No bot joins the call, nothing is recorded without consent, and no third-party service sees the conversation.

What should meeting notes include?

Good notes cover the date and attendees, a brief context statement, the key points discussed, any decisions made, and the action items with owners and due dates. The Investor Update Note context structures your spoken summary into exactly these sections, so you produce consistent notes every time without remembering the format.

How do I share meeting notes quickly after a call?

Dictate your summary into Contextli using the Investor Update Note context immediately after the call. The structured output is plain text you can paste into Slack, Notion, or email in one step. Most people go from "call ended" to "notes shared" in under three minutes.

How do I add this context to Contextli?

Copy the context on this page, then open Contextli and go to the Contexts page. Click Import, choose From JSON, paste it into the Import from Clipboard window, and click Import Context. It is ready to use in under 30 seconds. If you do not have Contextli yet, you can download it for free first.

Is my voice recording private? Does Contextli send it anywhere?

Your voice recording and the transcription are stored on your device only. Contextli processes your audio locally and does not send your recordings or transcription text to any server. The structured output it produces is text you control, and you decide where it goes.

Can I change what the output looks like?

Yes. Every context in Contextli is a starting point you can edit. Open the context in the app, change the instructions to adjust the structure, tone, or fields, and save. The next time you use it, the output reflects your changes. You are not locked into the default format.

Do I need to install an app to use this context?

Yes. Contextli is a free app. Download it, then copy this context and paste it into the Import from Clipboard window on the Contexts page. The whole process takes about 30 seconds.

Browse more

Investor Update Note