{"id":"exec-investor-update-from-metrics","audience":"executives","category":"leadership-work","track":"leadership","technique":"grounding","level":"advanced","title":"Draft a monthly investor update from a metrics sheet","free":false,"task":"Draft the October investor update email from your metrics sheet. The first line must be exactly \"DRAFT - CFO to review before sending\". Show the MRR growth as math inside the sentence, use the final churn figure (not preliminary), say plainly that the hiring target was missed, and make no predictions or promises about future numbers. Plain text, under 200 words, signed \"Ines\".","materialLabel":"October metrics sheet (attached to your prompt automatically)","material":"Kestrel Analytics - Investor metrics, October\nPrepared by: Finance (Ahmed Rauf)\n\nMetric | September | October | Note\nMRR | $380,000 | $410,000 |\nNew customers | 14 | 19 |\nLogo churn (preliminary, Nov 1) | - | 2.4% | pulled before month-end cancellations processed\nLogo churn (final, Nov 5) | 2.0% | 3.1% | includes 2 late cancellations (both cited budget cuts)\nNet revenue retention | 108% | 106% |\nCash in bank | $6.2M | $5.8M |\nMonthly burn | $410,000 | $400,000 |\nHeadcount | 41 | 43 | target for Oct was 46 (3 eng roles still open)\n\nHighlights from team leads\n- Sales: signed Corvan Health, our largest contract to date ($96k ARR).\n- Product: launched scheduled reports; 31% of customers used it in week one.\n- Eng lead (Petra): \"If hiring catches up we'll probably hit $500k MRR by March.\"\n\nAsks for investors\n- Intros to data engineering candidates (senior, remote US).\n- Intros to heads of operations at mid-size clinics.\n\nFounder note (Ines): keep it honest, investors hate spin. Last month's update went out Nov 3.","rules":[{"type":"maxWords","max":200},{"type":"plainText"}],"mistakes":[{"title":"No review flag","why":"The AI writes a ready-to-send email, and drafts like this can go out by mistake.","fix":"Say: \"First line exactly: DRAFT - CFO to review before sending.\"","checks":["r0"]},{"title":"Hiding the math","why":"The AI states \"MRR grew 8%\" with nothing an investor can check.","fix":"Add: \"Show the growth as math in the sentence: Oct - Sep = change (percent).\"","checks":["r1"]},{"title":"Grabbing the first churn number","why":"The preliminary row comes first, so the AI uses 2.4%.","fix":"Add: \"Use final figures only, never preliminary.\"","checks":["r1"]},{"title":"Spinning the misses and forecasts","why":"The AI skips the missed hiring target and repeats the $500k guess as a plan.","fix":"Add: \"State the missed hiring target plainly. No predictions or promises.\"","checks":["r2"]},{"title":"Markdown and long length","why":"Investor updates come out with bold headings and run long.","fix":"Say: \"Plain text, under 170 words, short sections.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Flags it as a draft","patterns":["draft","review","cfo"]},{"label":"Asks to show the math","patterns":["math","show (the )?(calculation|working)","minus","\\bshow\\b.{0,20}growth"]},{"label":"Says which figures to trust","patterns":["final","preliminary"]},{"label":"Bans forecasts and spin","patterns":["predict","promis","forecast","no spin","honest"]},{"label":"Sets length and format","patterns":["\\d+\\s*words","plain"]}],"hint":"Investor updates must be checkable and honest. Tell the AI which numbers are final, ask it to show the math, and rule out forecasts.","rubricLabels":["The first line is exactly \"DRAFT - CFO to review before sending\" and the email is signed Ines","Shows MRR growth as math ($410,000 - $380,000 = $30,000, about 8%) and gives churn as the final 3.1%, not 2.4%","Says the hiring target was missed (43 vs a target of 46) and doesn't predict or promise future numbers (no $500k by March)"]}