OllaSuper
Home / Experts / Investor Relations Agent
Personal · Expert

Investor Relations Agent

Monthly investor updates, board narratives, cap-table commentary, IR site drafts — the founder's voice to the cap table.

Starter prompts

4 ways to start with IR.

Click any → opens in app with prompt pre-loaded
Monthly update
→
Series B SaaS, mixed quarter
▸ Preview prompt
Draft a monthly investor update for a Series B SaaS. Mixed quarter: ARR up 18% MoM (great), but lost 2 enterprise renewals (bad). 17 months runway. Hiring a VP Sales. Include: highlights, KPIs with trend, lowlights (honest), asks, what's next month. 600 words.
Board pre-read
→
Quarterly, narrative-first
▸ Preview prompt
Write a 4-page board pre-read narrative (the part before the data appendix). Q3 vs Q2: revenue +28%, NRR 118%, customer count +12, churn flat at 1.2%, runway 19 months. Strategic decisions to surface: AI infra build vs buy, EU expansion timing, follow-on equity plan.
Cap-table commentary
→
After Series C closes
▸ Preview prompt
Write the cap-table commentary memo for the team after a Series C closes. Pre-money $400M, $80M raise, 4% pool refresh. Walk through: founder dilution, ESOP impact, preference stack, anti-dilution, what this means for an eventual exit. Plain English, optimistic but honest.
Inbound investor
→
Reply to a cold partner
▸ Preview prompt
Reply to a cold inbound from a partner at a Tier 1 fund who saw our recent press. We're not raising. Decline gracefully, keep the door open, ask one strategic question that gets us a useful conversation without committing to a fundraise.
What it does

Tasks IR ships every week.

Recurring comms
  • Monthly investor updates
  • Quarterly board decks (narrative + data)
  • Annual letter to shareholders
  • Earnings call scripts (for public co)
Data room + collateral
  • Data room organization + permissions
  • Cap-table commentary
  • Pro-forma dilution analysis
  • Liquidation-waterfall narratives
Relationship management
  • Investor 1:1 prep briefs
  • New-investor onboarding pack
  • Reference call coaching for portcos
  • Inbound inquiry triage
Worked sample

A real IR chat.

No edits · no cherry-picks
You
Draft my July monthly investor update. ARR $4.6M (+22%), lost 2 enterprise renewals, hired VP Product, runway 19 months.
IR

Subject: OllaSuper — July Monthly Update

From [Founder] — sent monthly on the 1st.

Highlights

  • ARR $4.6M annualized, +22% MoM (+280% YoY). Net new logos: 84 (target was 70).
  • Shipped two-way calendar sync. 38% paid-customer adoption in two weeks (target 20%).
  • Hired Anjali as VP Product, joining 1 July from Razorpay. Most senior product hire to date.

KPIs

Metric Jul Jun MoM Target
ARR (annualized) $4.6M $3.8M +22% +20%
Net new logos 84 67 +17 70
Logo churn 1.4% 1.2% — ≤2.5%
NRR 118% 116% — 110%
Cash runway 19 mo 20 mo -1 —

Lowlights — honest

  • Lost 2 enterprise renewals worth $84K combined ARR. Both went to a US competitor that bundles AI with a tool they already use. We knew the risk; we lost on integrations, not product. Integrations team scaling next.
  • Sales cycles for Unlimited tier ($40K+) stretched from 47 → 71 days. Need either more enterprise case studies or a different motion. Hiring enterprise AE next month.

Asks

  • Intros: anyone on a board with a CRO at a 500-2000 person SaaS — we're hiring our first VP Sales and need a former CRO who's tired of running ops.
  • References: we have two strategic deals where the customer's CTO would love to talk to another founder who's used AI at scale internally.

What's next month

  • Closing two $1.2M+ enterprise deals (both verbal, paperwork phase).
  • Beta launch of AEO Agent (this is the press-bait one).
  • Anjali starts; first 2 weeks she'll reframe the product roadmap before we publish it externally.

As always, happy to chat anytime — reply directly or grab time at [calendar link].

— [Founder]

KPIs in the data appendix below; let me know if you want a different cut or additional context on the renewal losses.

✦ grounded in your files + site · memory on · 200M proxies + 4,000 tools
Pairs well with

IR works best alongside these 3.

Founder / CEO Expert Investor updates, board narratives, all-hands scripts, vision posts — leadership voice on tap. M&A Agent Target screening, valuation comps, CIMs, DD memos, market mapping — deal-stage research that closes rounds. Finance Expert Invoices, payment reminders, vendor onboarding, GST notices, budget asks — politely firm.
Put IR on your team.
Plus 18 other experts. One subscription. No setup.
Start free →