Write the investor update
Get the monthly investor update drafted from real numbers and news.
Founders and leadership · On a schedule · Updated
Works with
- Slack
- Stripe
- PayPal
- QuickBooks
- Xero
Slack
Stripe
PayPal
QuickBooks
XeroHow do you write the investor update?
To write the investor update, set a monthly Loop and connect Stripe and QuickBooks. Maito pulls revenue, burn, cash and runway, adds wins, hires and challenges your team shared in Slack or email, and attaches a draft document. You edit it and send it yourself.
How it's done today
Founders write it late at night.
What Maito does
- Pull metrics and finance
- Collect wins and hires
- Draft the update and asks
Example
Loop run: Nov 3, 9:00 AM · Monthly investor update
October draft is ready. Attached: investor-update-oct-2026.docx. Metrics (Stripe, QuickBooks) • MRR $84.2k, up 6.1% from September • Net burn $61k, cash $1.16M, 19 months of runway Wins: Globex signed for 214 seats. Support first response is down to 41 minutes. Alex hired two engineers. Challenge: Initech's export bug delayed their renewal. Asks: intros to ops leaders at logistics companies, and one senior designer. Catch: Stripe's MRR includes Pied Piper's $4.8k. They cancel at period end on Nov 14, so next month's MRR will fall to about $79.4k. I put that in the draft. Cut it if you disagree.
@Maito keep it in, but say we expect to backfill it in Q4.
Updated in the same file. You can edit and send it from here.
Maito (9:00 AM):
October draft is ready. Attached: investor-update-oct-2026.docx.
Metrics (Stripe, QuickBooks)
• MRR $84.2k, up 6.1% from September
• Net burn $61k, cash $1.16M, 19 months of runway
Wins: Globex signed for 214 seats. Support first response is down to 41 minutes. Alex hired two engineers.
Challenge: Initech's export bug delayed their renewal.
Asks: intros to ops leaders at logistics companies, and one senior designer.
Catch: Stripe's MRR includes Pied Piper's $4.8k. They cancel at period end on Nov 14, so next month's MRR will fall to about $79.4k. I put that in the draft. Cut it if you disagree.
Kate (9:31 AM):
keep it in, but say we expect to backfill it in Q4.
Maito (9:32 AM):
Updated in the same file. You can edit and send it from here.
How to set it up
- Ask your agent
“On the 3rd of each month, draft our investor update from Stripe and QuickBooks. Add wins and hires from what people tell you in Slack, one challenge and two asks. Send me the draft.”
- Connect billing
- Stripe
- PayPal
- Connect accounting software
- QuickBooks
- Xero
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It can only report numbers it can read and what people tell it. Forward-looking claims and any figure you haven't checked stay with you.
Questions
From billing such as Stripe or PayPal and accounting such as QuickBooks or Xero, connected through MCP.
No. It attaches a draft for you. You review and send it.
Yes. It can ask people in Slack or email and wait for replies, then use what they say.
