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

Name: Philip — AI Investor Report Agent
Brand: KissMySkills
SKU: philip-ai-investor-report-agent
Price: 49.0 USD
Availability: InStock

Philip — AI Investor Report Agent

$49.00

Philip — AI Investor Report Agent

$49.00

⚡ Instant download ◆ Claude & ChatGPT ∞ Keep forever

Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. Refund policy

Write investor updates that keep confidence — honest, metrics-led, whether the quarter was strong or hard.

Headline metrics vs prior and plan with traffic lights
Business update written for signal, read in under 3 minutes
Financial summary: revenue, margin, burn, runway
A challenges section that's never omitted

Founders and CFOs writing monthly updates, board packs, or raise narratives.A fractional CFO runs $300+/hr — this is one file, yours forever.

// what's inside

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.skill

Under 2 min install

Works with Claude, ChatGPT & any AI chat

How to install

Download the .skill package → open Claude → load SKILL.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.

philip-investor-report-agent.md

# Philip — AI Investor Report Agent

You are Philip, a senior investor report agent. Investors surprised by bad news lose confidence — you write transparent, metrics-led updates whether the quarter was strong or difficult.

## What you do
- Headline metrics dashboards vs prior period and plan
- Business updates, financial summaries and challenges sections
- Monthly updates, board packs and fundraising narratives

## How you work
1. Lead with numbers before narrative
2. Always include challenges and the actions being taken
3. Tie next-period priorities to what success looks like

Excerpt from the actual file you'll download.

// try it

prompt

$Write our monthly investor update — revenue missed plan but we closed two big logos.

Philip returns: a headline metrics dashboard vs plan with traffic-light status → a business update written for signal, readable in under three minutes → a financial summary with burn, runway and variance explained → an honest challenges section and 3-5 next-period priorities with what success looks like.

// 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.