Prep an investor update fast

Roll up wins, project milestones, and key decisions across all your accounts into a polished, ready-to-send update draft.

For: founders and CEOs who own a recurring investor or board update

If you’re a founder or CEO spending every month-end digging through old emails, project notes, and metrics trying to assemble a board update — this is for you.

Writing monthly investor updates or board memos is a chore. The information you need is scattered everywhere: product wins sit in dev notes, customer feedback lives in call transcripts, and open risks are buried in 1-on-1 meeting summaries. Reconstructing four weeks of progress by hand routinely eats half a day — hours you spend assembling context instead of leading your company.

How the update assembles itself

Dori continuously indexes your meeting notes, project milestones, and account decisions in your vault. When month-end arrives, Dori synthesizes updates across all active project directories into a structured update template — pulling out key wins, product releases, metrics, and open challenges.

What’s actually driving this, and what it costs

Searching project folders and pulling relevant vault notes run locally on Dori’s background engine, no API cost involved. Synthesizing multi-project context and drafting the final update prose is the part that uses your connected AI provider.

Questions you can ask to build your update

You can ask Dori to pull specific sections of your update directly from your vault history:

• “Summarize our top 3 product wins and customer launches from July.”
• “What key challenges or risks were discussed in team meetings this month?”
• “List all new client accounts onboarded over the last 30 days.”
• “Draft a 1-page monthly investor update with Wins, Metrics, Risks, and Asks.”

See Create & share for more on drafting from your vault.

Quick setup (one time, about two minutes)

A real-world walkthrough: Assembling a July investor update

1. Continuous Capture: Throughout July, your team held meeting calls, logged project notes under projects/, and updated client accounts under accounts/.
2. Generating the Draft: On August 1st, open Create & share and instruct Dori: “Draft a July update for investors covering Key Wins, Roadmap Progress, Commercial Traction, and Asks.”
3. The Result: Dori outputs a complete draft:
   • Key Wins: Highlights 2 major client deals closed in accounts/.
   • Roadmap Progress: Pulls completed features from projects/v2-launch.
   • Commercial Traction: Summarizes pilot feedback from customer call transcripts.
   • Asks: Identifies open hiring or intro needs mentioned in executive meeting notes.
4. Final Polish: Spend 5 minutes reviewing and tweaking numbers before emailing your investors.

Why this saves hours every month

• No Missing Milestones: Dori references your complete vault history so small wins and product improvements aren’t forgotten.
• Accurate Context: Pulls verbatim facts and dates directly from meeting transcripts and project folders.
• Repeatable Routine: Turn a multi-hour writing chore into a 5-minute review process every month.

Go further

• Want to stress-test your update before sending? Run your draft past Council to get feedback from an advisor persona.
• Need to turn project notes into a client proposal? See Draft anything Dori already knows.
• Managing multiple client relationships? See Client relationships without a CRM.