generating-investor-updates

Generating investor updates

Compile widely → crystallize to a tiny diamond → draft via Kopi. Opinionated about what a good update is (reference/good-update.md) and that you draft it with Kopi; unopinionated about where the data lives (any adapter under adapters/).

Read reference/good-update.md before distilling. To add or debug a data source, read reference/adapters.md. Paths below use ${CLAUDE_PLUGIN_ROOT}; the skill dir is ${CLAUDE_PLUGIN_ROOT}/skills/generating-investor-updates.

0. Preflight (first run)

Run the doctor — it reports deps + which sources are live and never hard-fails: python3 "${CLAUDE_PLUGIN_ROOT}/skills/generating-investor-updates/scripts/preflight.py" What Kopi does (the payoff): it turns the brief into an on-brand HTML email template you can send from any email platform (Klaviyo, Mailchimp, etc.). It's the one hard requirement — drafting needs a one-time Kopi sign-in. Everything up to the brief works without it; if the Kopi: tools aren't available, tell the user to connect Kopi once (see INSTALL.md).

1. Inputs

• Month = $ARGUMENTS (e.g. 2026-05); else default to the previous calendar month.
• Financials — only the founder has these. Prompt once for: cash in bank, monthly burn, runway (months), revenue (+ SaaS/service split), and any asks. Never invent; if a number is unknown carry [confirm] into the draft.

2. Compile (ingest widely)

python3 "${CLAUDE_PLUGIN_ROOT}/skills/generating-investor-updates/scripts/compile.py" <MONTH> Runs every configured adapter; missing-credential sources are skipped and reported, not failed. Output is { sources: {github,slack,...}, skipped: [...] } — signal = counts/deltas, narrative = raw lines. (Enable sources via env — see INSTALL.md.)

3. Prior update via the Kopi MCP (MoM + design reference)

• Kopi:set_active_brand — resolve the founder's brand by name or URL.
• Kopi:get_context → recent emails; Kopi:view_email the most recent investor update → read its numbers (for month-over-month deltas) and keep its URL as the design reference. Everything goes through the MCP — no database access.

4. Distill (the tiny diamond)

Per reference/good-update.md, write a concise headline-only founder-note brief: a fixed metric row with MoM deltas, 2–3 highlights crystallized from the digest (e.g. GitHub themes + a Slack signal count), an honest lowlight, this-month focus, and 1–3 specific asks. Compute Default Alive/Dead from burn vs revenue — never assume it. 30-second read.

5. Draft via Kopi

For each angle the founder wants (a few is plenty), call Kopi:create_email with the brief and referenceEmailUrl = the prior update (keeps the investor-update layout instead of a marketing one). Generation is async (~5–10 min). Return the draft URLs + the inbox URL.

6. Review & hand off

Open each draft; verify every number traces to input, and that no offer/metric was invented. The auto-subject may drift to a marketing line — reset it to a clean investor subject. Export to the investor list only, never customer/campaign lists.

Guardrails

• Every figure traces to founder input or the compiled digest; mark unknowns [confirm].
• Same metric schema every month; never silently rename/drop (the top trust-killer).
• Default Alive/Dead is computed, not assumed (see reference/good-update.md).