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Next drop: Friday, October 9

Report · REP-016 · v1.0

Mercury · Monthly investor update

The email your investors read in two minutes: metrics against last month and last year, cash, runway and concrete asks.

FreeGlobal standardStandard 2026.10Controls 4/4MonthlyMDPPTX
Brewline Labs Inc. (Demo) · Investor update · October 2026REP-016 · p. 1/1
FICTITIOUS DATA · USD · RS2026.10Repporti checks 4/4 · REP-016 v1.0
FICTITIOUS DATA · Brewline Labs Inc. (Demo)Checks 4/4
REP-016 · Investor update · October 2026 · illustrative example with fictitious data
  • Markdown email ready to paste (update_YYYY-MM.md)
  • PowerPoint (.pptx), one 16:9 slide with KPI cards and a 12-month sparkline
  • Optional Excel file with the metrics table and its formulas

Turns your monthly KPI series into this month's investor update: a subject line with the number that matters, a three-bullet TL;DR, the metrics table with month-over-month and year-over-year change, what went well, what didn't and how they can help. Includes a KPI slide to attach.

Net burn and runway come from a deterministic script that nets out financing received and uses the average of the last three months. If cash goes up without a recorded round or loan, the AI stops and asks before calculating.

Bad news is not hidden: lowlights come with a figure and the action being taken, and the asks come from your notes, never from the model's imagination. No pitch adjectives, no invented projections.

What it includes

7 sections, in this order

  1. 01Subject line with the month's number
  2. 02TL;DR: three bullets
  3. 03Metrics: prior month, month and prior year
  4. 04What went well
  5. 05What didn't, and what we're doing
  6. 06How you can help
  7. 07KPI slide to attach

Controls 4/4

What it checks before writing a single figure

  • C1Complete series: consecutive months with no duplicates, cash in every month and MRR or revenue.

  • C2Cash continuity: prior-month cash + net flow = month cash (N/A if the series has no net flow).

  • C3Burn net of financing: if cash goes up, the equity or loan is recorded or confirmed.

  • C4Traceable figures: every figure in the email and the slide exists in calculo.json and the subject goes in the direction of the main metric.

If the script ran

Repporti controls 4/4 · REP-016 v1.0 · RS2026.10 · {fecha} · fingerprint {hash}

If it did not run

NOT VERIFIED — controls not executed by code. Review the Control sheet of the XLSX.

If a control fails, the AI stops, shows the difference and asks how to proceed. It never forces the numbers to reconcile.

Prompt outline

What the prompt contains, block by block

  1. 0Before you paste your filesFixed723
  2. 1Role, audience and business context796
  3. 2Parameters604
  4. 3Repporti standard364
  5. 4Data contract980
  6. 5Questions first517
  7. 6Validation with a hard stop429
  8. 7Calculation by code336
  9. 7-bisNo-code modeFixed576
  10. 8Formulas and definitions700
  11. 9Structure1,407
  12. 10Writing without «AI slop» and without invention830
  13. 11Theme and notation (TEM-001 Sober consulting) and accessibility442
  14. 12QA, traceability and seal1,007
The text is delivered when you copy, with your license. It is never on this page.≈ 29,906 characters + cuadre.py (761 lines)

Core available in: Spanish · English

Repporti Standard

It comes out adapted to your report profile

Compatible with every country and framework in the Standard: when you copy, it is composed with your profile (country, accounting framework, report language, currency, unit and year-end). Terminology, number format and statement names come from the Standard, not from the prompt.

Startup management metrics (MRR, burn, runway): the profile's framework only changes terms and format; there are no statutory financial statements.

See the Repporti Standard

How to use it

From the trial balance to the report in three steps

  1. 01Configure and copyCheck your report profile (country, framework, language, currency) and the period. The prompt is assembled in your browser.
  2. 02Paste into your AIOpen ChatGPT or Claude, attach your anonymized files and paste the prompt.
  3. 03Review and deliverReview the controls table and the seal. If something does not reconcile, the AI stops and asks.

Anonymize before pasting

  • Company name → an alias (“Client 07”); tax ID → “ID-XX”.
  • Customers, suppliers and employees → codes (C001, P001, E001). The mapping table stays on your computer.
  • Use an AI that does not train on your data: business plan, API or training turned off.

Repporti neither receives nor stores your files or your figures: the prompt is assembled in your browser and your files go straight to your AI.

Who it is for

Made for whoever delivers the report

FounderFinance manager / CFO
Area
Startups and investors
Frequency
Monthly
Industry
Technology

Compatibility

Which AI it works with

LevelAI
With code executionChatGPT · ClaudeDesigned for plans with data analysis (ChatGPT) or code execution (Claude): cuadre.py runs inside the AI.
No-code modeCopilot · GeminiGenerates the Excel file with formulas and a Control sheet. The footer says “NOT VERIFIED” unless you run cuadre.py on your computer.

Questions

About this report

How is runway calculated?

Month-end cash divided by the average net burn of the last three months. Net burn excludes equity and loans received, so a round does not make it look as if the company stopped spending.

What if my company reports in dollars and I write in Spanish?

Set USD as the currency in your reporting profile. The number format follows the report's language and variant; if your investors read English, switch the report language.

Can it invent wins or asks?

No. Highlights, lowlights and asks come from your notes for the month. If some are missing, the email marks them «[to be confirmed by the founder]» instead of filling them in.

Startups and investors

More reports in this area

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