Docs/Investor updates

Investor updates

Pro plan

Send recurring updates with live metrics and per-recipient open tracking — the engine that keeps your list warm between raises. A Pro-plan feature.

The best time to raise your next round is before you need to. Investor updates keep the people you’ve met warm between raises — a steady cadence of progress is the single best predictor of who leans in next time. This is a Pro-plan feature.

Compose an update

  1. 1
    Start from a template
    Open Updates and start a new update. Templates give you a sensible structure — highlights, metrics, asks.
  2. 2
    Pull in live metrics
    Add metric chips that auto-fill from your connected integrations (MRR from Stripe, cash and runway from Mercury, revenue from QuickBooks).
  3. 3
    Pick recipients
    Choose which investors from your pipeline should receive it.
  4. 4
    Send
    Send the update by email. Each send is idempotent — you can’t accidentally double-send the same update.

Per-recipient open tracking

Each update carries a per-recipient tracking pixel, so you can see which investors opened your update. Combined with deck analytics, you get a full picture of who’s paying attention.

Tip
Auto-pulled metrics mean your update is never stale or hand-typed wrong. Connect Stripe, Mercury, or QuickBooks first (see Integrations) and the chips fill themselves.
PreviousData roomsNexteSignature