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Prepare quarterly board and investor updates v1.0.0

Use this resource to write a quarterly update for a board or investors

New

  • 529 downloads
  • 186 likes
  • 169 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install investor-board-update-kit

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent organizes the narrative (headline, metric movement, drivers, implications, ask), the metric stack (ARR, NRR, CAC payback, pipeline coverage) and the evidence, then proposes a presentation outline with the decisions expected.

Mostly picked by

Updated November 2, 2026

Card for the “Prepare quarterly board and investor updates” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: narrative framework and SaaS metric stack
  • templates/board_deck_outline.md: standard board presentation outline

Good fit for

  • You are preparing the quarterly update for your investors
  • A due diligence request requires gathering sales and product data

Not for

    Tags

    • investors
    • board
    • saas metrics
    • fundraising

    About

    You say

    “Draft the outline of my quarterly investor update, with ARR, NRR and a fundraising ask.”

    Card for the “Prepare quarterly board and investor updates” skill

    Skill published by gtmagents under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to write a quarterly update for a board or investors
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.3 KB
    • templates/board_deck_outline.md1.3 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/b2b-saas/skills/board-readiness-kit
    Licence
    Apache-2.0

    Notice

    « board-readiness-kit » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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