Financial
Investor Reporting
Generate board-ready investor updates on a chosen cadence combining live financial metrics, AI-powered industry research, beautiful charts, and narrative summaries — then email them to your investor list.
What is Investor Reporting?
Investor Reporting is an AI-powered monthly update generator that pulls live financial metrics from Stripe and Plaid, adds competitive market context researched on the fly, formats everything into a polished report with charts and narrative summaries, and emails it to your investor list on whatever cadence you set. Instead of spending two days every month stitching together a deck, you answer a few questions about what happened this period and Starch drafts the rest — burn rate, runway, MRR growth, top wins, risks, and competitive context — all consistent with the tone you used last time. Built for seed and Series A founders who promised monthly updates to their investors, miss them anyway, and need a sustainable way to keep the commitment without burning a day of real work.
Key Features
Who it's for
- Seed and Series A founders who promised monthly investor updates and keep falling behind
- Operator founders running small companies without a finance hire to produce reports
- Teams raising a round who need board-ready numbers on short notice
- Founders managing multiple investors and lenders who want a consistent, professional cadence
Example workflows
Send your first monthly investor update
- 1Connect Stripe, Plaid, and any other financial sources Starch should read from.
- 2Add your investor list — name, firm, and email for each.
- 3Set the cadence (monthly is most common) and pick the sections you want: metrics, wins, risks, asks, market context.
- 4Starch drafts the report; review the narrative sections and edit anything that doesn't match your voice.
- 5Approve; Starch emails the report to your investor list and logs open rates for follow-up.
Generate an ad-hoc update for a board meeting
- 1Ask Starch to generate a board-ready update as of a specific date, with extra detail on burn rate and 24-month projections.
- 2Tell it about anything non-financial that happened this period — a key hire, a lost customer, a competitive move — so the narrative reflects reality.
- 3Review the generated PDF or web version, adjust framing where needed.
- 4Download or send directly to board members from the same interface.
What you can ask
"Generate my monthly investor update"
"Research market trends in my industry for this report"
"Draft a summary of our financial performance this period"
"Help me frame our burn rate for investors"
"Set up quarterly reporting to my investor list"
Frequently asked questions
Where does the financial data come from?
Starch pulls revenue directly from Stripe and bank account data from Plaid, so expenses match your actual cash out. It calculates MRR, gross revenue, net burn, and runway from those live feeds — you don't upload spreadsheets. If your finances live somewhere else (QuickBooks, Xero, Mercury), you can connect those too.
Do I have to write the narrative parts myself?
No. Starch drafts the narrative sections — the wins, risks, asks, and context paragraphs — based on the data and a short prompt from you about what mattered this period. You review and edit before it sends. Most founders spend 10–15 minutes reviewing instead of the 2–4 hours a manual report takes.
How is the industry research different from ChatGPT?
Starch pulls current market context — funding announcements, industry trends, competitive moves — relevant to your specific market, and cites its sources. It's not making things up from a 2024 training cutoff. The context shows up as a short market section in the update that investors actually care about.
Can I customize the tone and structure of the report?
Yes. You pick the tone (formal, informal, scrappy, polished) and the sections you want (default: metrics, wins, risks, asks, market context). After the first report, Starch learns your preferences and keeps subsequent reports consistent.
Does it handle my investor contact list and distribution?
Yes. You add your investors once (name, firm, email), set the cadence (monthly, quarterly, ad-hoc), and Starch sends the report from your email address when you approve it. You can see who opened and clicked it in the follow-up dashboard.
What if my metrics include things Stripe and Plaid can't see?
You can add custom metrics manually — user counts, NPS, pipeline, whatever your investors care about — and Starch will include them in every report once you define them. If the data lives in another Starch-connected tool like PostHog for product analytics, it can pull from there instead.
Get started with Investor Reporting
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