AGENT 16 / 50 · REPORTING & GOVERNANCE

Investor Update Agent

Drafts the monthly investor update from live metrics — growth, runway and headcount — so the founder edits a draft instead of starting from a blank page.

READS FROMiUL ledger, iTreasury cash position

MCP SERVERCore Banking Server

MODELRouted to reasoning-tier open model

HANDS OFF TOBoard Pack Builder, Strategic Finance Partner

RUN THE AGENT

Set this month's metrics, generate the investor update

This is a live working demo of what the agent produces — adjust MRR, burn and headcount and it recalculates the headline metrics instantly.

ASSUMPTIONS

Current MRR 165000

MoM MRR growth 9%

Cash in bank 2400000

Net monthly burn 95000

Headcount 22

£1.98M

Annualised run rate

+9.0%

MoM growth

25.3 mo

Cash runway

Headcount

Metric

HOW IT WORKS

What the agent actually does

1. Pull the metrics	Reads MRR, cash position and burn from iUL and iTreasury via the Core Banking MCP server
2. Compute headlines	Calculates ARR, MoM growth, runway and burn multiple for the reporting period
3. Draft the narrative	Generates the update draft with this month's wins, risks and the ask, ready for founder edits
4. Hand off	Routes the drafted update to the Board Pack Builder and Strategic Finance Partner

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