Send the investor update. See who came back to it.
Highlights, metrics, what shipped and your asks on one page. Give each investor their own link and see who opened it, so you follow up on the asks with the right people.
For founders sending monthly or quarterly updates.
From the Lumen team
October update: Brightline
- Highlights1 min read
- MetricsMRR, burn, runway
- What shippedVideo · 2:10
- Asks3 intros
Reply with an intro
Who came back
Every person gets their own link to this page. Journey shows who opened it, when, and who came back.
One came back three times. One opened it once. Two haven't opened it yet.
You send it. Then you guess.
Updates go out as long emails that look like every other update.
The metrics live in a screenshot, the demo in another link, the asks at the bottom.
You don't know which investors are still engaged until you need a bridge.
How it works
Three steps. Then you know who came back.
Ask Claude to build it
Paste the prompt above, with your notes and files.
Send it with Journey
One page, a named link for every person on your list.
Ask who came back
Who opened it, when, and who came back.
What goes in an investor update
- 01
Highlights
Three lines anyone can skim.
- 02
Metrics
The numbers you report every month.
- 03
What shipped
With a short demo.
- 04
What's hard
Plain about it.
- 05
Asks
Intros, hires and advice you need.
The prompt for Claude
ChatGPT coming soonTurn these notes into this month's investor update page in Journey for [COMPANY]. Lead with three highlights, then key metrics, what we shipped, what's hard and our asks. Add a slot for a two-minute video, and make a link for each investor on my cap table.
Why send an investor update with Journey
Updates are how you keep investors warm between rounds. When each investor has their own link, you know who's engaged now, and who to call first when you raise again.
Questions
Frequently asked questions
Can I send the same page to everyone?
Yes. Use one link for everyone, or a link per investor if you want to see who opened it.
Can I add a demo video?
Yes. Embed a recorded demo or walkthrough next to the numbers.
Can I control who opens it?
Yes. Require an NDA, an email or a password, set the link to expire, or limit it to approved emails and domains.
What does Claude do, and what does Journey do?
Claude drafts the investor update and builds the page. Journey hosts it, gives each person their own link, applies the gates and turns opens, time and clicks into signals you can ask Claude about.