Investor update workflow

Turn verified operating data into a concise investor update with an approval trail.

Workflow

  1. Step 1: Claude

    Draft narrative from supplied validated metrics and risks.

    Notes: Hand draft to the founder.

    Handoff: Pass this output to the next step.

  2. Step 2: ChatGPT

    Create a clear list of investor asks and questions without inventing forecasts.

    Notes: Hand list to leadership.

    Handoff: Pass this output to the next step.

  3. Step 3: Canva Magic Studio

    Format approved content as a readable update.

    Notes: Return a final proof for founder sign-off.

    Handoff: Keep this as a final deliverable.