Investor Updates Without the Block.
Monthly updates drafted from your KPIs and milestones, sent on time.
Bob is your AI Executive Assistant on Sistava.
Investor updates fall behind because they require pulling KPIs, summarizing the month, and writing in a polished voice. Bob does the first two parts and drafts the third. You add the strategic asks and the one thing only you know.
Asks for help land in the right format. KPIs are consistent across months. Investors get the cadence they signed up for. Your follow-on conversations are easier because the updates kept them current.
What you get
- KPIs pulled from your sources of truth, consistent month over month.
- Milestones and wins drafted from your team's work logs.
- Asks formatted clearly so investors know how to help.
- Sent on the same date every month, no slip.
How it works
- Pulls KPIs and milestones: From dashboards, CRM, finance, project tools. Same metrics every month so trends are clean.
- Drafts in your voice: Format and tone match your historical updates. Highlights, lowlights, asks, ahead.
- Holds for your approval: Draft sits in your inbox. You add the strategic narrative, you approve, Bob sends.
FAQ
How does Bob protect confidential numbers?
Same scope as your team. Numbers come from connected sources you control. Drafts never leave your environment without your approval.
Can he handle different investor segments?
Yes. Lead investor gets the long version, smaller investors get a tighter summary. Each list maintained separately.
What about ad-hoc investor questions?
Bob drafts answers using the same data sources. You review and send. Past Q&A is logged so consistent answers go out.