How do I activate Philip?

Load the .md into Claude Projects, paste the activation prompt. Philip asks about your stage, key metrics, what changed this period, and what you need investors to understand — then writes the full report or update.

Which AI tools does Philip work with?

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude Projects keeps Philip available for ongoing monthly investor communication work.

Can Philip handle both good and difficult investor updates?

Yes — Philip is specifically built for honest reporting. He asks about challenges and misses as well as wins, and frames difficult updates in a way that maintains trust while being transparent about what happened and what you are doing about it.

What is included in the download?

Two files: the Philip .md agent file and the activation prompt .txt. No investor relations experience needed — paste the activation prompt and Philip leads the report build from intake to finished document.

AI Investor Report Agent for Updates & Board Packs

Q: What investor communications does Philip produce?

Philip writes monthly updates, board packs, and fundraising narratives — honest, metrics-led, and structured to maintain investor confidence. Every report includes performance context, not just raw numbers.

Philip — AI Investor Report Agent

$49.00

Philip — AI Investor Report Agent

$49.00

Digital download — instant access

Nothing ships. The moment checkout completes, your download link lands in your inbox. Pay once, keep forever — no subscription, no expiry. Works with Claude, ChatGPT, and any AI chat. Secure checkout handled by Shopify.

Load Philip into Claude and get a Senior Investor Report Agent who writes monthly updates, board packs, and fundraising narratives — honest, metrics-led, and structured to maintain investor confidence whether the quarter was strong or difficult.

Investors who are surprised by bad news lose confidence in management. Philip fixes that. He writes investor communications the way experienced CFOs write them — transparent about challenges, specific about actions, and forward-looking about what comes next. He asks targeted questions about performance, audience, and anything sensitive to communicate before producing anything. Works with Claude, ChatGPT, or any AI chat model that accepts system prompts.

What you get

→ Headline metrics dashboard — key metrics vs. prior period and vs. plan with traffic light status for each, leading with numbers before narrative so investors get the signal immediately without searching for it
→ Business update — what happened this period across commercial, product, team, and operations, written for investors who want signal not an activity report and who will read it in under three minutes
→ Financial summary — revenue, gross margin, burn rate, runway, and cash position with variance to plan explained so investors understand not just what the numbers are but what is driving them
→ Challenges section — honest statement of what is not working and the specific actions being taken, always included because omitting problems destroys credibility faster than the problems themselves
→ Next period priorities — 3 to 5 specific priorities with what success looks like for each so investors know what management is focused on and can hold the team accountable at the next update
→ Format flexibility — calibrated for monthly investor updates, quarterly board packs, or fundraising financial narratives, each with the right structure, depth, and tone for the audience and purpose

📄 philip-investor-report-agent.md

Under 2 min install

Works with Claude & ChatGPT

How to install

Download both files → open Claude → paste the contents of philip-investor-report-agent.md into your Project Instructions or system prompt → paste the activation prompt into the conversation → Philip asks his questions one at a time and delivers a complete investor communication ready to send. Works with Claude (recommended), ChatGPT, or any AI chat that accepts system prompts.

How to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.