Investor Update Generator — create investor updates in minutes

What does the investor update generator do for you?

Drafting monthly investor updates can take hours of your time every month — but not anymore. The Investor Update Generator brings everything together instantly. Connect your preferred data sources, and each month, you’ll receive a ready-to-send summary sharing key metrics, highlights, and challenges with your investors. No more starting from scratch or chasing last-minute stats.

How does it gather and summarize your company data?

First, the workflow pulls recent performance figures from your spreadsheets and project management tools. Then, CodeWords uses AI to highlight what matters most, turning data into clear narratives. The draft is checked for readability and formatted so you can click send with confidence. All this happens without manual work — freeing you up to focus elsewhere.

Can I customize which sections or KPIs appear?

Yes, you have control over what your reports include. Choose which KPIs surface in your updates, set notes for context, and edit any section before delivering to investors. This means you always share the information investors care about — in your style and voice.

How do you set up and what do you need?

Getting started is easy: just connect your sheets or data sources, and set a monthly schedule, such as the first of each month. You’ll need access to your company metrics — and that’s all. The rest happens behind the scenes, with no ongoing effort from you.