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Reporting

Ship the monthly investor update in minutes instead of losing an afternoon to it

CX Cash fills MRR, growth, runway and cash straight from your connected numbers, so you write the highlights and asks and send to every investor in one pass.

CX Cash

Investor update

May 2026 · Acme Robotics

Send to 14 investors

MRR

$248K

▲ +9.2% vs Apr

Growth (MoM)

9.2%

Runway

16 mo

▲ +1 mo at current burn

Cash

$4.12M

Highlights & asksDetail
Closed Northwind pilot$72K ARR
Net revenue retention114%
Hiring: 2 AE roles openIntros welcome
Ask: design partner in logisticsWarm intro
Live metrics on top, your highlights and asks below, ready to send to 14 investors.

The update that should take twenty minutes eats a whole afternoon

You sit down to write the monthly update and first you have to find the numbers. MRR from the billing tool, growth worked out in your head, runway from a spreadsheet that's a week stale, cash from logging into the bank. By the time the figures are copied in and double-checked, the afternoon's gone and you've barely written a sentence. So the update slips, then slips again, and the investors who could open a door go quiet because they haven't heard from you in two months.

What you can do

Metrics filled in for you

MRR, month-over-month growth, runway and cash land in the update from your connected data, already current. You skip the part where you hunt down four numbers from four places and retype them.

Write only what's yours to write

The figures are done, so your time goes to the parts a tool can't write: the wins, the misses, and the specific asks. Highlights and asks sit in a clean list your investors can scan in under a minute.

One send to every backer

Keep your investor list in CX Cash and the finished update goes to all of them at once. No bcc field to rebuild each month, no name you forgot to add back in.

A consistent shape month to month

Every update follows the same layout, so investors learn where to look and your reporting reads like a track record rather than a fresh scramble each time.

Minutes

from open to sent

4 metrics

filled from live data

1 click

to every investor on your list

Onboard in three steps

  1. 01

    Connect your numbers

    Link your billing system and bank accounts once. CX Cash pulls MRR, growth, runway and cash and keeps them current, with nothing to map by hand.

  2. 02

    Write the narrative

    The metrics are already in place, so you add the month's highlights, the honest misses, and the asks where investors can actually help.

  3. 03

    Send to your list

    Pick your investor list and send. The update goes out to everyone in one click, and you have a dated record of what went where.

Start testing with your data

Early access

Be first to use Automated investor updates

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Questions

Which metrics get filled in automatically? +

MRR, month-over-month growth, runway and cash come straight from your connected billing system and bank accounts, current as of when you open the update. You can add more figures, but the core four are there without any typing.

Can I still control what the update says? +

Yes. CX Cash handles the numbers, and the narrative is entirely yours: the highlights, the misses you want to be straight about, and the specific asks. Nothing sends until you decide it's ready.

How are updates sent to investors? +

You keep your investor list in CX Cash and send the finished update to everyone on it in one pass. There's no bcc list to rebuild each month and no risk of dropping a name you meant to keep.

Will every update look consistent? +

It will. Each update uses the same layout, so a recurring investor knows where the MRR sits and where the asks are, and your reporting builds into a record they can follow over time.

Why does sending updates regularly matter? +

Investors who hear from you on a steady cadence stay close enough to make intros, flag a hire, or back the next round. The harder the update is to produce, the more it slips, which is exactly when the relationship cools. Cutting the work to minutes keeps the cadence intact.