Skip to content
Claude for Operators

Investor & Board Reporting

Last verified: 14 February 2026 | Applies to: All plans (Cowork/Finance plugin for full workflow)

In 30 seconds

Section titled “In 30 seconds”

Most operators spend a full day assembling board packs and investor updates — pulling numbers from spreadsheets, writing narrative around them, formatting slides. Claude can compress this to under an hour. Paste your raw metrics, tell Claude the audience, and get a structured update with narrative, KPIs, and recommended talking points.

What it does

Section titled “What it does”

Claude takes your raw business data — revenue, burn, headcount, pipeline, NPS, whatever you track — and produces structured investor communications. It handles the tedious parts: calculating period-over-period changes, flagging variances, writing the narrative section, formatting consistent KPI tables, and structuring the whole thing for your audience.

This works across three common formats:

  • Monthly investor updates — the 1-2 page email you send your cap table
  • Quarterly board packs — the full deck with financials, KPIs, strategic priorities, and asks
  • Ad hoc KPI dashboards — structured summaries for specific stakeholders or committees

How to set it up

Section titled “How to set it up”

  1. Prepare your raw data

    Section titled “Prepare your raw data”

    You don’t need clean data. Claude handles messy inputs well. Export your metrics from wherever they live — Xero, QuickBooks, your CRM, a Google Sheet — and have them ready to paste or upload.

    At minimum, you need:

    • Revenue (current period and comparison period)
    • Key operating metrics (whatever your investors track)
    • Cash position or runway
    • Headcount (if relevant)

  2. Generate a monthly investor update

    Section titled “Generate a monthly investor update”

    Open a Chat or Cowork session and paste your numbers. Here’s a prompt that works well:

    I need to write my monthly investor update for January 2026. Here are the raw numbers:
    

    Revenue: $485K (Dec: $462K, Jan target: $500K)
    MRR: $412K (Dec: $395K)
    Net new customers: 18 (Dec: 22)
    Churn: 3.1% (Dec: 2.8%)
    Cash: $2.1M (Dec: $2.4M)
    Burn: $310K/month
    Headcount: 34 (Dec: 32)
    NPS: 52 (Dec: 48)
    

    Write a monthly investor update in this structure:
    1. Headline (one sentence — the single most important thing)
    2. Key metrics table (current, prior month, target, variance)
    3. What went well (2-3 bullets)
    4. What didn't (1-2 bullets — be honest, investors respect transparency)
    5. Key priorities for next month
    6. Ask (if any)
    

    Tone: confident but honest. Australian English. No jargon.

    Claude produces a complete update you can paste into an email. Review the narrative — Claude captures the numbers accurately but may misjudge which story to lead with. Adjust the headline and “what went well” to reflect what you actually want to emphasise.

  3. Build a quarterly board pack

    Section titled “Build a quarterly board pack”

    Board packs need more structure. Use Cowork with the Finance plugin for this — it handles financial formatting and variance analysis automatically.

    Build a Q4 2025 board pack with these sections:
    

    1. Executive summary (half page — performance headline, strategic progress, key decisions needed)
    2. Financial performance (revenue, margins, cash, burn — with variance to budget and prior quarter)
    3. Operating metrics (table format — metric, Q4 actual, Q3 actual, Q4 target, YoY)
    4. Strategic priorities update (traffic light status for each initiative)
    5. Team and organisation (headcount, key hires, departures)
    6. Risks and mitigations (top 3, with severity and owner)
    7. Asks from the board (specific decisions or approvals needed)
    

    Here are the raw numbers: [paste your data]
    

    Format for a slide deck — concise bullets, not paragraphs. Each section should fit on one slide.

  4. Create a reusable template

    Section titled “Create a reusable template”

    Once you have a format your board likes, save the prompt as a custom skill so you don’t rebuild it each quarter:

    Save this board pack format as a reusable template. Each quarter I'll paste new numbers and you'll generate the updated pack in the same structure. Include the variance calculations, traffic light logic, and narrative tone we just used.

    In Cowork, Claude stores this in your working memory. Next quarter, you just paste the new numbers.

  5. Add commentary and talking points

    Section titled “Add commentary and talking points”

    After generating the pack, ask for the meta-layer:

    Based on this board pack, give me:
    1. Three questions the board is likely to ask
    2. Suggested answers for each
    3. Two things I should proactively raise before they ask

How operators actually use it

Section titled “How operators actually use it”

Before Claude: Pull numbers from four systems. Open last month’s update. Copy-paste. Recalculate variances by hand. Write narrative. Format tables. Proofread. Send. Total: 4-6 hours for a monthly update, a full day for a board pack.

After Claude: Paste raw numbers. Review generated update. Adjust narrative. Send. Total: 30-60 minutes for a monthly update, 2-3 hours for a board pack (including review).

The compounding benefit: Because the template is stored in Claude’s memory, each subsequent update is faster. By the third quarter, you’re spending most of your time on the strategic narrative — which is where a founder’s time should go.

Section titled “Related”

Something wrong or outdated? Let us know →

Get weekly workflows — subscribe to the newsletter.