Klime
All routines

Investor update, YC style

Your monthly investor update, based on Y Combinator's advice on how to manage your updates.

Activate
When
First working day of the month at 9:00

Example output

Email draft

To your investors

Investor update: September 2026

More customers expanded this month, and the new onboarding slipped a week.

Asks:

  • Can you hit reply with 3 heads of customer success who'd want to see our product? I'll follow up with forwardable intros
  • Leads for a senior full stack engineer

Metrics:

  • Revenue: €82k MRR (up from €76k last month, +8%)
  • Cash: €1.9M
  • Burn: €96k
  • Runway: 20 months
  • Weekly active users: 1,240 (+11%)
  • Activation: 61% of new teams set up in week one (was 54%)

Lowlights:

  • We missed the onboarding launch. Two migration issues are still open

Highlights:

  • Three customers expanded to a second team

Shout outs:

  • Thanks to Maya at Northstar for the pricing feedback

Next month:

  • Grow to €90k MRR
  • Launch onboarding
  • Hire the senior engineer

Customize

What it needs to know about you

  • Which 1 to 3 numbers lead every update?
  • Where do cash, burn and runway come from?
  • What should I usually ask investors for?

Guardrails

What it won't do

  • Never sends the update or contacts your investors.
  • Puts the whole update in the email, never behind a link.
  • Drafts the update in a bad month too, with the same numbers in the same place.
  • Checks last month's goals, so a miss shows up in the lowlights.
  • Never invents a number, a win or an ask, and marks what's missing.

Related routines

Prepare a morning brief

The one thing that matters today, your meetings, and what's waiting on you.

Weekdays at 8:00
Message

Your top priority today is the Brightfold renewal call at 14:00. They asked about seat pricing twice last week and the agenda is still empty.

Your meetings:

  • 10:00 Team standup
  • 11:30 Onboarding with Kettle & Co, first call since they signed
  • 14:00 Brightfold renewal

Waiting on you:

  • Maya at Brightfold: "Can you send the updated quote before our call?"
  • Legal is waiting on your comments on the Orbit DPA (since Thursday)

Want me to draft the Brightfold quote email, put an agenda in the 14:00 invite, or summarize last month's Kettle & Co emails before 11:30?

Capture explicit meeting tasks

Tasks only from what people actually asked for, each with the quote.

After each meeting
Task

Check why exports time out for large teams

Ana, Product Sync meeting yesterday:

Can someone check why exports time out for large teams? Kettle & Co hit it every Monday.

Review CRM follow-ups

Deal updates and CRM tasks from your emails, ready to approve.

When an email arrives
Deal update

HubSpot: Move Brightfold to Negotiation

Maya de Vries, in an email this morning:

Could you send the final quote before Thursday? We'd like to sign this month.

Compile a worklog

Your week's decisions, progress, and open actions, each with a source.

Fridays at 16:00
Doc

Worklog, week 41

Decided:

  • Ship SSO in Q4 (Product sync, Tue)
  • Pause the Benelux ads test (Marketing, Wed)

One contradiction:

  • Pricing page copy: Ravi owns it in Tuesday's notes, Ana in Thursday's

Carried over:

  • Import checklist for Kettle & Co