# Investor Update Drafted From Your Real Numbers

Source: https://maito.app/workflows/write-the-investor-update

Maito drafts the monthly investor update from Stripe and QuickBooks, adds the wins and asks your team shared, and sends you a Word draft to edit.

Get the monthly investor update drafted from real numbers and news.

[Founders and leadership](https://maito.app/workflows/team/founders-and-leadership) · On a schedule · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Stripe
-   PayPal
-   [QuickBooks](https://maito.app/workflows/tool/quickbooks)
-   [Xero](https://maito.app/workflows/tool/xero)

## How 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

1.  Pull metrics and finance
2.  Collect wins and hires
3.  Draft the update and asks

## Example

Loop run: Nov 3, 9:00 AM · Monthly investor update

**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

On a schedule Write the investor update

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

### Where do the numbers come from?

From billing such as Stripe or PayPal and accounting such as QuickBooks or Xero, connected through MCP.

### Does it send the update to investors?

No. It attaches a draft for you. You review and send it.

### Can it include wins from the team?

Yes. It can ask people in Slack or email and wait for replies, then use what they say.

## More founders and leadership workflows

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-   [Plan my week Turn your calendar, inbox and tasks into a plan for the week. Founders and leadership · On a schedule Works with Google Calendar, Microsoft 365, Gmail, Linear, Asana.](https://maito.app/workflows/plan-my-week)
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-   [Prepare the board deck The board deck drafted from the same numbers the team uses. Founders and leadership · When you ask Works with BigQuery, Supabase, QuickBooks, Xero, Box.](https://maito.app/workflows/prepare-the-board-deck)
-   [Close the loop after meetings After a meeting, notes go out, tasks get created and follow-ups are scheduled. Founders and leadership · When something happens Works with Granola, Fireflies, Linear, Asana, Google Calendar, Microsoft 365.](https://maito.app/workflows/close-the-loop-after-meetings)
-   [Find a time across calendars Book a meeting across several people and time zones without the email chain. Founders and leadership · When you ask Works with Google Calendar, Microsoft 365, Gmail.](https://maito.app/workflows/find-a-time-across-calendars)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

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