What data does the Investor Update use?

Only the scopes it needs: finance, shopify, founder, scorecard. Nothing else from your account is sent to the model, which keeps the analysis focused and the cost predictable.

What questions can the Investor Update answer?

For example: Draft this month's update for my investors. What metrics look weakest to an investor? What should I be asking my network for? You can add your own question before running the report.

Can I export the Investor Update?

Yes. Every generated report is stored in your report history and can be downloaded as a formatted PDF.

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Investor Update

Q: How many tokens does the Investor Update cost?

The Investor Update costs 60 tokens from your single Cost Pulse AI wallet. One wallet covers everything: a financial entry costs 1 token, a diary note, plan or schedule item 2 tokens, an AI chat message 3 tokens per ~600 characters of answer, a focused AI report 60 tokens and the full CEO Report 100 tokens. Free accounts get a one-time 100 tokens; paid plans refill every billing cycle.

60 tokens

Metrics, traction, asks

A clean monthly investor or lender update built from your real numbers: traction, burn, highlights and asks.

How to run it

Log your entries or connect Shopify and QuickBooks so the numbers are real.
Open AI Reports and pick the Investor Update card — the 60-token price is shown before you run it.
Choose a period (7 / 30 / 90 / 365 days or all time) and optionally type your own question.
Generate, review the KPIs and recommendations, then download the PDF.

Questions it answers

— Draft this month's update for my investors.
— What metrics look weakest to an investor?
— What should I be asking my network for?

Token pricing

One wallet covers everything: a financial entry costs 1 token, a diary note, plan or schedule item 2 tokens, an AI chat message 3 tokens per ~600 characters of answer, a focused AI report 60 tokens and the full CEO Report 100 tokens. Free accounts get a one-time 100 tokens; paid plans refill every billing cycle.

FAQ

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