Capital
Investor Updates
Compose and send investor update emails with a block-based editor and KPI auto-fill.
Composing an update
1. Open 'Updates' from the Capital group in the sidebar.
2. Click 'New update'.
3. The block-based editor lets you add text blocks, metric cards, highlights, asks, and images. Drag blocks to reorder them.
KPI auto-population
Click the 'Auto-fill KPIs' button to pull your latest metrics (MRR, runway, headcount, and customer count) from the Metrics Store into a formatted metrics card.
You can edit the auto-filled values if needed. The card shows month-over-month change automatically.
Managing recipients
Click 'Recipients' to manage who receives your updates. You can add individual emails or select from your Investor CRM contacts.
Create recipient groups to send different updates to different audiences (e.g., 'Current investors' vs 'Potential investors').
Sending and tracking
Click 'Send' to email the update to all selected recipients. The update is sent from your company email address configured in Settings.
After sending, view the 'Sent' tab to see your update history. Each sent update shows open and click tracking data.
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