Monthly investor & partner update
On the first of every month, send a polished update to your investors, advisors, and partners. The numbers come straight from your database (revenue, growth, retention, key wins). You add the narrative; the rest writes itself.
The problem this solves
Investor updates are one of the highest-leverage things a founder can do, and one of the most often skipped, because they require pulling fresh data, formatting it well, and writing context every single month. Months get missed. Once you miss two, you stop sending them entirely.
What you end up with
On the 1st of every month, a draft lands in your inbox with the headline numbers already filled in (MRR / ARR, new users, retention, top wins, runway). You add a few sentences of context and forward it to your list. Or skip the review and let the platform send it automatically once you trust the format.
How it works
- A scheduled job fires on the 1st of every month.
- It queries the database for last month's MRR/ARR (from active subscriptions), new signups, retention rate, and any tagged "win" entries you maintain.
- It formats those numbers into the structure investors expect: headline metric, growth %, comparison to last month, and an "asks" section.
- The draft is emailed to you (the founder) for review with a one-click "send to my list" button.
- After sending, a copy is archived to private storage under `reports/investor/` so you keep a record of every update.
Schedule
First day of every month at 9 AM KST
cron: 0 9 1 * *
timezone: Asia/SeoulPrimitives used
The building blocks this recipe composes. Tap any to drill in.
Scheduled jobs (cron)
Scheduled jobsRun code on a schedule, every hour, every Monday morning, the first of the month. Cron jobs are built in: pick a schedule, describe what should happen, and the platform handles dispatching, retries, and authentication. The classic primitive for weekly reports, daily digests, expiration nudges, and any recurring automation.
Outbound email & AI rewrite
Email & pushSending email is built in: both the automatic emails your app sends (like receipts and password resets) and marketing campaigns. AI can rewrite your copy on demand for better results. There's no mail server to set up and nothing to configure; DontCode handles delivery.
Public and private storage buckets
StorageEvery project has a public bucket (permanent URLs, use for images/logos/videos displayed in the app) and a private bucket (signed URLs that expire, use for user uploads, documents, internal files). Files are namespaced by project automatically.
Subscription management & comping
PaymentsView, filter, and cancel subscriptions in Payments. To grant a free/comp subscription without going through the payment gateway, use the grantSubscription tool, useful for trials, partner deals, or support overrides.
Auth analytics, signups, active users
AuthenticationSignup volume, active user counts, retention, login method breakdown. Built into Auth → Analytics. No code or third-party analytics needed.
Build this in your project
A ready-to-paste prompt for Insight. Open the App chat in your project and paste this, the build agent does the rest.
Build me a monthly investor update flow. On the 1st of every month at 9 AM, pull last month's MRR/ARR from active subscriptions, new signups, retention rate, and any rows in my "wins" table. Format them into a classic VC update: headline metric, growth percentage, month-over-month comparison, top 3 wins, and a "what we need help with" section. Email the draft to me with a "send to my distribution list" button that mails the same content to my investor list (which is a table in my database I will set up). Archive every sent update to private storage under reports/investor/.Related recipes
Weekly admin report
Send yourself (or your team) an automated Monday-morning email summarizing last week: signups, active users, revenue, top performers, and survey results. Archives a copy to private storage so you build a running history.
Subscription expiration nudge
When a paid subscription is approaching renewal or expiration, automatically remind the customer 7 days out, 3 days out, and 1 day out. Friendly tone for renewals, urgent tone for expirations. Catches churn before the card declines.
New-signup welcome drip
A timed sequence of emails (and optional push notifications) that fires automatically when a new user signs up. Welcome them, walk them through key features, and nudge them at the right moments before they go cold.