What data does the Investor Update use?

Only the scopes it needs: shopify, finance, 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.

← All report types

Investor Update

Q: How much does the Investor Update cost?

The Investor Update uses one report from your monthly Cost Pulse AI plan. Every plan includes a number of AI reports per month: Free 1 report (one-time), Founder 15 reports, Business 45 reports and Scale 95 reports. AI chat about your Shopify data is included, and counts reset each billing cycle.

1 report

Traction, metrics, asks

A clean monthly investor or lender update built from real store metrics: traction, growth, highlights and asks.

How to run it

Connect your Shopify store so the numbers are real.
Open AI Reports and pick the Investor Update card — your remaining report count 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?

Plan pricing

Every plan includes a number of AI reports per month: Free 1 report (one-time), Founder 15 reports, Business 45 reports and Scale 95 reports. AI chat about your Shopify data is included, and counts reset each billing cycle.

FAQ

Start free Read the guide

Other reports

Sales Report · 100 Product & Inventory Report · 100 Customer & Retention Report · 100 Marketing Report · 100 Pricing & Margin Report · 100 Operations Report · 100