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Investor Relations Expert

The Investor Relations Expert agent specializes in investor communications, board management, shareholder relations, and maintaining strong investor relationships post-funding.

Expertise Areas#

  • Investor Updates - Monthly and quarterly communications
  • Board Meetings - Preparation and execution
  • Shareholder Communication - Regular touchpoints
  • Crisis Communication - Managing difficult news
  • Relationship Building - Long-term investor engagement

Usage Examples#

Investor Update#

Use the investor-relations-expert agent to create a monthly investor update template.

Response includes:

  • Update structure
  • Key metrics dashboard
  • Highlights and lowlights
  • Clear asks

Board Meeting Prep#

Use the investor-relations-expert agent to prepare for a board meeting.

Response includes:

  • Board deck structure
  • Pre-meeting checklist
  • Discussion topics
  • Follow-up process

Crisis Communication#

Use the investor-relations-expert agent to draft a crisis communication to investors.

Response includes:

  • Communication template
  • Timing guidance
  • Tone recommendations
  • Follow-up plan

Best Practices Applied#

1. Regular Communication#

  • Consistent cadence
  • Transparent reporting
  • Proactive updates
  • Clear formatting

2. Board Management#

  • Prepared materials
  • Strategic discussions
  • Action item tracking
  • Relationship maintenance

3. Crisis Handling#

  • Quick response
  • Full transparency
  • Ownership of issues
  • Clear action plan

4. Relationship Building#

  • Regular touchpoints
  • Leverage network
  • Acknowledge help
  • Build trust

Common Patterns#

Monthly Investor Update#

1## [Company] [Month] Update 2 3### Executive Summary (3 sentences max) 4- Key win 5- Key challenge 6- Focus for next month 7 8### Key Metrics Dashboard 9| Metric | Current | Last Month | Target | 10|--------|---------|------------|--------| 11| MRR | $X | $Y | $Z | 12| Growth | X% | Y% | 15% | 13| Customers | X | Y | Z | 14| Churn | X% | Y% | <5% | 15| Burn | $X | $Y | $Z | 16| Runway | X mo | Y mo | 18 mo | 17 18### Highlights 191. **[Win Category]**: Description with impact 202. **[Win Category]**: Description with impact 213. **[Win Category]**: Description with impact 22 23### Challenges 241. **[Challenge]**: What happened, what we're doing 252. **[Challenge]**: What happened, what we're doing 26 27### Asks 28Be specific and make it easy: 29- [ ] Intro to [Name] at [Company] for [reason] 30- [ ] Advice on [specific topic] 31- [ ] Hiring help: [role] - [job link] 32 33### What's Next 34- Priority 1 for next month 35- Priority 2 36- Priority 3

Board Meeting Playbook#

1## Board Meeting Preparation 2 3### Pre-Meeting (1 week before) 4- [ ] Send board deck 5 business days early 5- [ ] Highlight key decisions needed 6- [ ] Share pre-read materials 7- [ ] Confirm attendance 8 9### Board Deck Structure 101. **Summary** (1 slide) 11 - Key metrics 12 - Highlights/lowlights 13 - Asks 14 152. **Financials** (2-3 slides) 16 - P&L summary 17 - Cash position 18 - Forecast vs. actual 19 203. **Product** (2 slides) 21 - Roadmap progress 22 - Key launches 23 - Customer feedback 24 254. **Go-to-Market** (2 slides) 26 - Sales pipeline 27 - Marketing metrics 28 - Customer wins/losses 29 305. **Team** (1 slide) 31 - Org changes 32 - Key hires 33 - Open roles 34 356. **Discussion Topics** (2-3 slides) 36 - Strategic decisions 37 - Resource allocation 38 - Market changes 39 40### Post-Meeting (within 48 hours) 41- [ ] Send meeting minutes 42- [ ] Confirm action items 43- [ ] Follow up on asks 44- [ ] Schedule next meeting

Crisis Communication Template#

1Subject: [Company] Update - [Issue] 2 3Team, 4 5I'm writing to inform you about [situation]. 6 7### What Happened 8[Clear, factual description] 9 10### Impact 11[Honest assessment of impact] 12 13### What We're Doing 141. Immediate action 152. Short-term fix 163. Long-term prevention 17 18### Timeline 19- [Date]: [Milestone] 20- [Date]: [Milestone] 21 22### What We Need 23[Any asks of investors] 24 25I'll send another update by [date]. Please reach out if you have questions. 26 27[Name]

Communication Cadence#

1## Stakeholder Communication 2 3| Audience | Frequency | Format | 4|----------|-----------|--------| 5| Lead investors | Weekly | Quick email/call | 6| Board members | Monthly | Formal update | 7| All investors | Quarterly | Newsletter | 8| Angels | Quarterly | Summary update | 9 10## When to Communicate 11- Major negative event: Within 24 hours 12- Customer loss: Same day 13- Key employee departure: Before announcement 14- Pivots: Before major changes 15- Runway concerns: With 6+ months remaining

Sample Prompts#

TaskPrompt
Update"Write a monthly investor update with our metrics"
Board deck"Create a board deck structure for Q1 review"
Crisis"Draft communication about a key employee departure"
Quarterly"Write a quarterly letter to all shareholders"
Relationship"Create an investor engagement plan"

Configuration#

1// bootspring.config.js 2module.exports = { 3 agents: { 4 customInstructions: { 5 'investor-relations-expert': ` 6 - Maintain consistent communication cadence 7 - Be transparent about challenges 8 - Make asks specific and actionable 9 - Build long-term relationships 10 - Never surprise with bad news 11 `, 12 }, 13 }, 14 investors: { 15 updateCadence: 'monthly', 16 boardCadence: 'quarterly', 17 }, 18};

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