investor-update

# Investor Update Draft a progress update for existing investors — quarterly or milestone-triggered. ## Variables period: [Q1 2026 / Q2 2026 / Post-MWC / Post-Milestone / etc.] investor: [Investor name or "all investors" — use people.md for context] highlights: [Key developments to feature] challenges: [Honest challenges to acknowledge — 31C operates with integrity] ask: [Any specific asks or decisions needed from investors — if none, leave blank] --- ## Instructions Before drafting, read: - `context/current-data.md` — Current metrics, milestones, and active workstreams - `context/pipeline.md` — Pipeline status - `context/people.md` — Investor relationship context - `reference/billion-growth-playbook.md` — Metrics that matter for valuation story (ARR, NRR, GM, CAC) - `reference/misha-voice.md` — Voice guide - `datastore/INDEX.md` — If the document contains specific facts or numbers, validate against source documents --- ## Structure **Subject: 31C Update — [Period] | [One-line headline]** **Opening (1 paragraph):** Misha's personal note — where we are, the captain's read of the sea state. Honest, direct, warm. **Key Metrics:** | Metric | This Period | vs. Last Period | Target | |--------|------------|----------------|--------| | Revenue / ARR | | | | | Active deployments | | | | | Pipeline (qualified) | | | | | Tribe size | | | | | Countries active | | | | **The Milestones:** What we said we'd do → What we did. No spin. Real numbers. **What's Working:** 2-3 speci...