Finance
Investor updates that write themselves.
Live metrics pulled, narrative written, and a polished investor update email waiting in your Gmail drafts, on schedule every month.
What changes
Time to produce update
Hours of pulling data and writing
Review and personalize a ready-made draft
Sending consistency
Late or skipped most months
Draft in your inbox by the 3rd business day, every month
Data accuracy
Numbers pulled from memory or old reports
Live metrics from source systems
Narrative quality
Varies with competing priorities
Consistent structure and data; you add company context
The investor update you've been putting off for two weeks.
It's the 15th. The investor update was supposed to go out on the 5th. You've been meaning to write it, but first you needed to pull the revenue numbers, and those weren't finalized until the 8th. Then you needed the product metrics, and you couldn't remember your PostHog password. Then a board member asked a question about churn that required digging into Stripe. By the time you have all the numbers, writing the narrative feels like a chore you keep pushing to tomorrow.
Your investors notice. The ones who care about governance track which founders send updates on time. The ones who could actually help (with intros, advice, follow-on decisions) need current data to be useful. When your update arrives three weeks late with stale numbers, you're eroding trust and missing potential value from your investor base.
How ZeroTwo drafts your investor update
Pulls revenue, retention, and churn metrics for the period
StripeZeroTwo found MRR grew 8% month-over-month, net retention held at 115%, and churn ticked down — the trend line investors want highlighted, not buried
Reads pipeline movement and closed-won deals
SalesforceThree enterprise deals closed, pipeline is up 22%, and the average sales cycle shortened by 4 days
Scans product engagement and feature adoption
PostHogWeekly active users up 12%, the new onboarding flow hit 68% activation, and the AI feature drove 3x more sessions per user
Writes the narrative and assembles the update email
GoogleZeroTwo wove revenue, pipeline, and product data into a single narrative with the quarter's highlights, two honest challenges, and one specific ask — no metric left without context
Delivers the draft to your inbox for review
GmailA polished email with formatted metric tables sitting in your drafts, ready for a 10-minute review before sending
Get started in under 10 minutes
Connect your tools
One-click OAuth for each integration. No API keys, no engineering.
Describe what you need
“Pull MRR, churn, pipeline, and product engagement every month. Draft an investor update email following our template and put it in my Gmail drafts by the 3rd.”
It runs on schedule
Runs on the 3rd business day of every month and the draft lands in your inbox ready for review.
Frequently asked questions
You define the sections, metrics, and tone. ZeroTwo follows your template structure and learns your writing voice from 3-5 past updates you provide as examples. Some founders want a short '5 key metrics + 3 bullet highlights' format. Others want a longer narrative with asks and commentary. Either works.
Drafts only. ZeroTwo pulls the metrics, writes the narrative, and places the finished update in your Gmail drafts. You review, add personal commentary, and send when ready. The hours of data work are gone. The 10-minute review and personal touch stay with you.
ZeroTwo can generate multiple update variants: one for your lead investors with detailed financials, another for angels with a higher-level summary. Each variant pulls from the same data but formats and filters differently.
Yes. Before ZeroTwo drafts the update, you can add bullet points of qualitative context: key hires, strategic decisions, partnerships, market observations. ZeroTwo incorporates them into the narrative alongside the quantitative metrics.
ZeroTwo reports metrics as-is without spin. If churn spiked or revenue missed plan, the update says so with context (e.g., one large customer churned, representing X% of MRR). You review and edit the framing before sending. ZeroTwo never hides bad numbers.
Related workflows
- FinanceMonth-End Close Package
- Ops & Chief of StaffMorning Leadership Brief
- FinanceMicrosoft Morning Brief
Stop doing the work your tools should do for you.
Set it up once. ZeroTwo runs it every time.