Writing Updates

UpdatePilot's update wizard walks you through building a complete investor update step by step.

The Update Wizard

The wizard has four steps:

1. Metrics — Your key numbers
2. Narrative — Highlights, lowlights, and asks
3. Review — AI-generated draft and editing
4. Send — Select recipients and deliver

Step 1: Metrics

Add each metric with:

• Name — A short identifier (e.g., "MRR", "Burn Rate").
• Display name (optional) — A longer label for the update itself (e.g., "Monthly Recurring Revenue").
• Value — The current number.
• Unit — Dollar, percent, months, users, or a custom unit.
• Display type — Number, bar chart, or line chart for how it appears in the update.
• Note (optional) — Context for your investors ("Up 20% after launching enterprise tier").

If you've sent a previous update, UpdatePilot automatically calculates month-over-month changes and includes them in the draft.

Step 2: Narrative

Enter bullets for each section:

• Highlights — What went well. Product milestones, revenue growth, key hires.
• Lowlights / Challenges — What didn't go as planned. Churn, delays, market headwinds.
• Asks — What you need from investors. Introductions, advice, hiring leads.

Keep each bullet concise — the AI will expand them into polished prose.

Step 3: Review & Edit

After entering your inputs, click Generate Draft to create an AI-written update. See AI Drafting for details on editing, section locking, and tone control.

Step 4: Send

Select which contacts receive the update and send. See Sending & Tracking for domain setup and tracking details.

Tough Month Mode

Having a rough month? Click Tough Month from the dashboard to send a shorter update with just your metrics. It keeps your streak alive without the pressure of writing a full narrative. The AI will write a brief, honest summary focused on the numbers.