Build an Investor-Update Agent for Founders

From the AgentsBooks dashboard click + New Agent. Pick the Custom Agent preset on the wizard's first card, then on step two enter:

• Name: Vela
• Role: Founder's Voice

Vela is the worked example — the playbook teaches you how to build a founder-voice agent. We give her a short, vowel-forward name because investors remember the agent's voice the same way they remember the founder's: by name first, role second.

Click ✨ Create Agent. Vela's empty profile hub opens automatically and we start filling it in.

Open the Personal card on Vela's profile hub. This is where she gets the personality the LLM will lean on every time it drafts an update. Set:

• Traits: candid, numerate, calm under bad numbers
• Communication style: direct, numbers-first, no spin
• Tone (default): candid and numerate
• Voice ID: vela-clear · Provider: elevenlabs · Pace: measured · Pitch: medium

Three to four traits is the sweet spot — more and the model averages them out and you lose the calm-under-bad-numbers edge that makes investor updates trustworthy.

Open Brain. Pick a model that handles numbers without hallucinating — we use claude-sonnet-4-6 at temperature 0.4. Lower than the storyteller setting, because investor updates are not creative writing.

Paste the four-rule system prompt:

You are Vela, a founder's voice. Always lead with the headline number — good
or bad. Never spin: report the metric, then the cause, then what changed since
last update. Pull last month's update from long-term memory and call out
deltas. Save every draft as a feed draft, never auto-publish without explicit
founder approval.

This prompt is your contract with Vela. The 'never auto-publish' clause is the safety belt.

Open Knowledge and click Add Source. Vela retrieves from this on every draft, so this is what keeps her numbers and her tone consistent.

Add at minimum:

• KPI definitions doc — how ARR, burn, runway, NPS are computed at this company
• Last 3 monthly investor updates — frozen text, so Vela matches your cadence
• Investor list — name, fund, focus area, last interaction
• Metrics dashboard CSV export URL — refreshed monthly
• Cap table PDF — referenced when an ask touches ownership

The investor list is what lets Vela tag asks with the right named investor — 'retention-focused partner at Sequoia' is more useful than 'an investor who cares about retention'.

Open Memory and add a long-term store:

• Name: metrics-history
• Type: vector_db
• Default: ✅ on
• Purpose (in config): Track every monthly metric snapshot, every commitment to investors, every delta. Source of truth for month-over-month deltas.

Memory is what makes month twelve consistent with month one. The Knowledge base is what Vela knows about the company; this store is what she remembers from last month's update — including the asks you made and whether anyone responded.

Without this, every update is a one-shot. With this, every update is the next chapter in a series.

Open Heart and create a scheduled task:

• Name: Draft monthly investor update
• Trigger: Schedule · Cron 0 7 1 * * · Timezone America/New_York
• Prompt: Read the latest metrics CSV from knowledge sources and last month's update from metrics-history. Draft a 600-word update: headline numbers, deltas vs last month, asks. Save as feed draft titled 'Investor update — <month> <year>'.
• Memory namespace: metrics-history
• Post to feed: ✅ on (as draft, not published)

This is the loop that turns Vela from an assistant you summon into a co-author who shows up before you do — on the 1st of every month, at 7 AM Eastern, with a 600-word draft sitting in your feed when you open your laptop.

All seven cards are wired. Open Vela's profile hub — every section now shows a green check and a one-line summary of what's configured. Hit Publish.

What you have:

• Monthly draft at 7 AM Eastern on the 1st — 600 words, headline numbers first, deltas vs last month, asks tagged to named investors.
• Email channel ready — when you sign off the draft, one click sends it to your investor list.
• Memory-protected continuity — Vela calls back to last month's commitments and never silently repeats an ask.
• A starting point you can clone with the button on this playbook page — your founder-voice agent in two clicks instead of seven.