Draft the monthly or quarterly investor update
Revo pulls the metrics, the wins, the team inputs, and the prior updates into a draft. ready for your edit and sending in your voice.
Investor updates die when the founder runs out of time to write them. Revo writes the first draft so the founder edits, doesn't author.
What's in the draft
Metrics with month-over-month and year-over-year, big wins (customer, hiring, product), big challenges, asks for the investor base. all in your voice, sized to your past updates.
What you edit
The narrative arc, what to lean into, what to downplay, the asks. Revo gives you the bones; you bring the perspective.
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Pull the metrics
From your dashboard, CRM, accounting. with trends, not just snapshots.
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Aggregate team inputs
Slack channel for inputs, Notion submissions from leads, recent CS wins.
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Draft the update
Metrics, highlights, challenges, asks. founder voice, sized to your prior updates.
Related actions
More tasks Revo can take off your plate.
Draft a retainer or fee agreement update without re-keying terms
When scope creeps or the matter shifts, Revo pulls the change from the client thread and drafts the retainer update with the new terms inline.
Draft a cease and desist from a client's complaint email
Revo turns the client's complaint into a cease and desist letter with the right legal basis, the demand, and the deadline. firm-tone, partner-ready.
Assemble the board pre-read 48 hours before the meeting
Revo pulls metrics, past decks, and team-submitted inputs into a board-ready pre-read. so the meeting actually drives decisions.
Draft the engagement letter the moment a consult ends
Revo turns the consult notes into a draft engagement letter. matter scope, fee structure, conflicts language. ready before the prospect leaves the office.
Draft the newsletter or client update from the week's wins
Revo pulls the week's wins, highlights, and shipped work into a draft newsletter. founder voice, ready to schedule.
Resolve flagged transactions a bookkeeper kicked up to the partner
Revo reads the flagged transaction, checks how similar ones were coded before, and proposes the answer with the reasoning.
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