Documentation

UpdatePilot Docs

Everything you need to send professional investor updates in under 5 minutes.

Getting Started

Getting Started Account setup, first company, and your first investor update walkthrough.

Features

Writing Updates The update wizard: metrics, highlights, lowlights, asks, and tough month mode. AI Drafting How AI drafting works, tone settings, section locking, and per-section regeneration. Managing Contacts Adding contacts, selecting recipients, and keeping your investor list current. Sending & Tracking Reviewing, sending, open/click tracking, and engagement scores. Metrics Memory How metrics are remembered, month-over-month comparisons, and trends. Streaks What streaks are, how they're calculated, and tough month mode.

Advanced

Custom Domains Why use a custom domain, DNS setup, verification, and sender configuration. API Keys & MCP Generating API keys, using the API, and connecting AI agents via MCP. Plans & Billing Free vs Pro, feature comparison, upgrading, and managing your subscription.