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Investor Update Generator for Boards

The numbers and decisions before the meeting. Turn your numbers and notes into an investor update people read: KPIs, wins, misses and your asks, with charts and an AI agent that answers investors' questions.

  • Free
  • No sign-up
  • Ready in about a minute
  • A live link with an AI agent
Investor Update GeneratorStep 1 of 3

Free, no sign-up needed. You get a link to share and can edit everything.

Live preview

Fills in as you answer

Your investor update

Board meeting

Your investor update

View update

Agenda

Ask me anything about this investor update

  • Headline KPIs with charts
  • Wins and what didn't go to plan
  • Runway and the cash position

How it works

Your investor update in three steps

  1. 1

    Answer a few questions

    Only what this job needs. Add files or a website if you have them.

  2. 2

    WZRD builds it

    A monthly or quarterly investor update, laid out and written for you in about a minute.

  3. 3

    Share one link

    People open it, explore, ask its AI agent anything and act. Edit everything after.

For boards

What to put in yours

The tool above takes it from there.

  • Put the key numbers against plan on the first page

  • List the decisions you need from the board

  • Add the top risks and what you're doing about each

What you get

A monthly or quarterly investor update

Not a PDF or a Word file: a live page people open from one link, explore, ask questions in and act on. You can edit everything after.

  • Headline KPIs with charts

  • Wins and what didn't go to plan

  • Runway and the cash position

  • Your asks: intros, hires, advice

Live example

See one it made

Built with this tool. Explore it and ask its agent anything. Open it full screen

Try the live demo

Tap to open it

Explore the room and ask its AI agent anything. It can talk, so you may want sound on.

Also made for

A investor update for your kind of work

Each one asks the right questions and knows what to include.

  • Investor Update GeneratorFor anyone
  • For pre-seed startupsProgress and learning when the numbers are still small.
  • For SaaS startupsMRR, churn, pipeline and burn, clearly.
  • For founders raisingKeep investors warm before the round opens.

Next in this work

What usually comes next

Made one? These open with your details filled in from the editor.

  • Business Plan GeneratorA structured business plan people can explore
  • Investor pitch roomTemplate

Questions

About the Investor Update Generator

Can investors reply or ask questions?

Yes. They can ask the agent anything the update covers, and take the actions you add: intro requests, a call.

Make your investor update now

Free, no sign-up needed. A link to share in about a minute.

Create the update

More tools

Tools for the rest of the job

  • Invoice GeneratorA branded invoice your customer can open, check and pay
  • Business Plan GeneratorA structured business plan people can explore

WZRD turns a goal, a file or a website into a room people can explore, ask and act in, with an AI agent that answers by voice and text from your content.

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  • What's next

  • An AI agent that answers investors from the update

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  • For climate tech startupsCommercial traction plus the impact numbers investors ask for.
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    • For after a pivotExplain what changed, why, and the proof you'll show next.
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    • For real estate fundsOccupancy, rent and distributions across the properties.
    • For restaurant groupsSales per site, margins and new openings for private investors.
    • For crowdfunded companiesKeep thousands of small investors informed in plain language.
    • For search fundsUpdate investors on the search, the deal pipeline or the first year in charge.
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