Klime

Hand off your recurring finance workto routines that keep the numbers moving.

AI routines that chase what the close is missing, draft your investor update, and keep your investor CRM current. Set it up with Klime.

3 routines

Investor update, YC style

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

First working day of the month at 9:00
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

Update investor CRM

Your investor CRM kept current from emails and calls, with next steps and owners.

When an investor email comes in or goes out
Deal update

Attio: Move Northstar Ventures to Partner meeting

Maya de Vries, in today's call:

We'd like to meet again with our partner next week. Could you send the retention breakdown before Friday?

Close the books on time

What's still missing before you close the month, with a chase ready for each person who owes it.

Weekdays at 9:00, near month end
Message

3 working days left to close, 5 items open.

Blocks the close:

  • Bank reconciliation, main account: 2 unmatched payments. Lena. Chase ready
  • Accrual for the Harbor Supply contract, €4,820. Tom. Chase ready

Maybe in already:

  • Atlas Print invoice, €1,260. Tuesday's email has the PDF, but it isn't booked yet

4 chases are ready for you to review.