Board & Investor Update
Turns raw founder notes into a headline-first board or investor update
Test report
- Verdict
- Tested · Works
- Score
- Tested
- Aug 7, 2026
- Environment
- Claude Code 2.x (agent harness)
Fed the same messy Q2 founder notes to Claude with and without the skill: the plain run buried the retention drop in a subordinate clause and made zero concrete asks, while the skill run led with it, built a six-row metrics table, and derived five numbers the notes never contained — 22 months of runway, 1.2% self-serve conversion, a 7-point NRR fall, $190K net-new ARR. It also converted a vague 'looking for a VP Sales' into a scoped intro request and forced the SOC 2 item into an explicit board decision. Costs about 2.2x the words, which for a board document is the right trade.
Scored on four weighted criteria — install, triggering, output vs. baseline, docs. How scoring works
- Installs cleanly 5/5
- Triggers reliably 5/5
- Output vs. baseline 8/10
- Docs & honesty 5/5
What Board & Investor Update does
Converts a metrics export or a pile of rough notes into a structured board update: a one-sentence headline, a period-over-period metrics table, specific wins, plainly stated challenges, and concrete asks. Triggers when preparing a board meeting narrative, a monthly or quarterly investor email, or a stakeholder letter. Single self-contained SKILL.md with output format, voice rules and a worked example.
How to install Board & Investor Update
git clone https://github.com/XRAY-INC/claude-skills-for-leaders.git
mkdir -p ~/.claude/skills
cd claude-skills-for-leaders && cp -r skills/board-investor-update ~/.claude/skills/board-investor-update
Skills live in ~/.claude/skills/ (global) or .claude/skills/
(per-project). Restart Claude Code after installing.
Commands — how to trigger Board & Investor Update
-
/board-investor-updateTurns raw founder notes into a headline-first board or investor update
It also activates on plain-language prompts like these:
-
Turn these raw Q2 founder notes into a board update for Monday -
Write our monthly investor email from this metrics export -
Draft a stakeholder letter covering ARR, burn and our biggest win
Frequently asked questions
- Is the Board & Investor Update skill free?
- Yes. The skill itself is free from XRAY-INC/claude-skills-for-leaders. SkillProof publishes the install command and an independent test verdict at no cost.
- Does Board & Investor Update work with Claude Code?
- We tested it with Claude Code 2.x (agent harness) on Aug 7, 2026. Verdict: Tested · Works. Fed the same messy Q2 founder notes to Claude with and without the skill: the plain run buried the retention drop in a subordinate clause and made zero concrete asks, while the skill run led with it, built a six-row metrics table, and derived five numbers the notes never contained — 22 months of runway, 1.2% self-serve conversion, a 7-point NRR fall, $190K net-new ARR. It also converted a vague 'looking for a VP Sales' into a scoped intro request and forced the SOC 2 item into an explicit board decision. Costs about 2.2x the words, which for a board document is the right trade.
- What is the Board & Investor Update SkillProof Score?
- 9.2/10 — installs cleanly 5/5, triggers reliably 5/5, output vs. baseline 8/10, docs & honesty 5/5.
- How do I install Board & Investor Update?
- Copy the install command from this page, run it in your terminal, and restart Claude Code. Skills live in ~/.claude/skills/ (global) or .claude/skills/ inside a project.
- Can I use Board & Investor Update with Cursor, Copilot, Gemini CLI, Codex or other AI tools?
- The SKILL.md format is native to Claude (Claude Code, Desktop, claude.ai). The instructions inside adapt to other assistants: Cursor rules, GitHub Copilot instructions, Windsurf rules, Custom GPTs, AGENTS.md for OpenAI Codex, and GEMINI.md for Google Gemini CLI — our conversion guides cover each, and the free converter on the tools page does the wrapping for you.