investor-update
CommunityPolish investor updates with candor and clarity
Finance & Accounting#email#PDF#financial reporting#MoM comparison#CFO#investor update#investor-communications
Authorjforksy
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill generates monthly investor updates for a company using financial and GTM data, saving time and ensuring consistent, professional reporting to stakeholders.
Core Features & Use Cases
- Two-version reporting: Creates an Existing Investors report with detailed metrics and asks, and a Potential Investors report focused on momentum and trajectory.
- Automated formatting: Produces email-ready HTML and print-ready PDFs following branding guidelines.
- Data-driven storytelling: Integrates data from configured sources (CFO data, GTM signals, previous updates) to ensure consistency and continuity.
Quick Start
To activate the skill, configure data sources at data/investor-update/config.json and ensure the latest financial and GTM data is available. Then run the skill with a company context to generate both update versions; outputs will be saved to the configured output directory.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: investor-update Download link: https://github.com/jforksy/claude-skills/archive/main.zip#investor-update Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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