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Write a clear quarterly update for investors
Turn your quarter's results and plans into a balanced, readable update for shareholders or investors, ready for checking and approval.
When to use it
At the end of each quarter
Step by step
Pull together the facts
Collect the quarter's headline results, progress against last quarter's promises, key wins, setbacks and what's next.
Draft the update
Paste your notes into your AI assistant with this prompt.
Prompt to copyWrite a quarterly update for [shareholders / investors] in [company], a [type of business]. Use only these facts: [paste]. Structure: 1) Three-line summary. 2) Results table: Measure | This quarter | Last quarter | Same quarter last year. 3) What went well. 4) What didn't, and what we're doing about it. 5) Progress against the goals we set last quarter. 6) Priorities for next quarter. Tone: honest, confident, no hype words, British English. Under 600 words. Don't include forecasts or promises I haven't given you.Check facts and balance
Make sure every number ties to approved accounts and the setbacks are described as fairly as the wins.
Approve and send
Get the update approved by your directors and, if needed, your legal or company secretary, before it's sent.
What you get
Summary: Q3 revenue £1.24m, up 9% on Q2, with margin steady at 38%. We opened the Leeds branch on time but the new booking system slipped to January. Priorities for Q4: cut debtor days from 52 to 45 and complete the system launch.
Tips
- Keep last quarter's update open when you write the next one; investors notice if goals quietly vanish.
- Updates to investors can carry legal and regulatory duties; have them approved by the right people, and don't paste unpublished price-sensitive information into a public AI tool.