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.