Investor Updates & Metrics

Monthly metrics, frozen snapshots, and an update Ava drafts and a person approves and sends.


Under Finances, Investor updates. Reading needs permission to view finances. It is on the Team plan.

Metrics

  • Enter each metric for the month: MRR, net burn, cash in bank, runway, headcount and any of your own.
  • Suggest from Finances offers money received, net burn, recurring income and headcount. Nothing is saved until you press Use.
  • Runway is cash divided by net burn. A snapshot freezes a month; starting an update takes one.

Updates

  1. 1Draft with Ava (uses AI credits) or Start from an outline. Ava reads the month's numbers, published releases, finished work and production deployments on projects everyone can see, goals everyone can see and customer health counts. It never reads a private project or names a customer.
  2. 2Edit the words. Fill in the Asks section.
  3. 3A person with permission to manage finances approves it. Editing after approval sends it back to draft.
  4. 4Send emails the approved words to the recipient list. Nothing is ever sent on its own.
Note

This applies where your workspace has the new organization tools switched on. Where they are off, everything works as it did before.

Still stuck? Open a support ticket and we'll help you out - tracked right inside Navalo.