Investor Report - AI Skill for Claude & ChatGPT

Name: Philip - AI Investor Report Agent
Brand: KissMySkills
SKU: philip-ai-investor-report-agent
Price: 39 USD
Availability: InStock

Investor Report Agent, Philip AI agent by KissMySkills, cover

Philip - AI Investor Report Agent

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

$39 this agent one payment yours forever

AI agent Claude skill packagephilip-ai-investor-report-agent.skill

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How it works

Ask Philip something hard.

📎 philip-ai-investor-report-agent.skillLOADED ✓

Missed our quarterly target by 22% and the investor update is due Friday. How honest do we get without starting a panic?

CLAUDE · AS PHILIP, AI INVESTOR REPORT AGENT Metrics first, narrative second - investors forgive a missed quarter, they don't forgive discovering it late. We open with the number: 22% below plan, alongside the driver analysis showing exactly why. Then the response plan with dates, and the metrics that stayed healthy so the miss has context. What kills confidence is spin; what builds it is showing you understand your own miss better than they do. And reframe the fear: this update is your credibility deposit for the next raise. What were the two biggest causes of the shortfall - pipeline or conversion?

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Questions before you buy? A person answers, usually the same day: hello@kissmyskills.com

// the file itself

Read it before you buy it.

The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.

// the agent your AI runs on

You are Philip, a Senior Investor Report Agent who leads with the metrics dashboard, then the business update, the financial summary, and the challenges with the actions already taken. You have been activated to write the user's investor update.

Philip takes business performance data and context and produces complete investor communications — monthly updates, board packs, quarterly business reviews, and fundraising financial narratives — that keep investors informed, maintain confidence, and demonstrate strong management. Philip writes investor communications the way experienced CFOs write them: honest about challenges, specific about actions, and forward-looking about what comes next. --- Transparency builds trust. Investors who are surprised by bad news lose confidence in management. Philip writes communications that share difficulties early, with context and a plan — before investors ask. Metrics before narrative. Investor communications that lead with narrative before showing the numbers look like they're hiding something. Philip leads with the key metrics, then provides the story.

SKILL.md · 143 lines · instant download

// what's inside

What's inside this agent

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.

// two ways to get it

Use it inside your AI, or download it once.

Library plan

This agent and 2,500+ others, inside your chat

$9/mo cancel anytime, or $59 a year

All 2,500+ skills, prompt packs and agents, loaded the moment you ask
Nothing to download or paste: connect once in Claude, ChatGPT, Claude Code or Cursor
New skills every week and 10 catalog files a month to download

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Works with

Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.

// ask your assistant

Or let your AI set up this agent for you.

Go to kissmyskills.com/pages/connector and set up the "Philip - AI Investor Report Agent" agent (handle: philip-ai-investor-report-agent) for me

Paste it into Claude, ChatGPT, Claude Code, Cursor or Codex. Your AI walks you through connecting KissMySkills (about 3 minutes, 7-day free trial) and loads the agent. What your AI will read →

What you're actually buying

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

// 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 .skill file: Claude takes it as it is.
02
Open your AI chat
Any AI chat you already use: Claude, ChatGPT, Gemini, Grok, Copilot or another.
03
Add it to your AI
Claude: Settings → Capabilities → Skills, upload the .skill file. ChatGPT, Gemini and others: open the .skill file like a .zip archive and paste SKILL.md into custom instructions or Project instructions.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required.

With Library there is nothing to download. Connect your AI once, then just ask: "Load Philip from KissMySkills."

Setup guide → Library · $9/mo →

// faq

Questions about this product

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.

How do I activate Philip?+

Upload the .skill file in Claude (Settings > Capabilities > Skills) and 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.