Card-grid dashboard · Cobalt & chartreuse · Merriweather + Inter
expressive A4 portrait 1 page
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Reports
Generate investor update PDFs from your data
An investor update is a monthly discipline: headline metrics at the top, then progress, asks and runway, short enough to be read on a phone and archived as a PDF.
3 designs, each a separate take on the same document rather than a recolour of one layout: Card-grid dashboard, Minimal, type-led and Editorial serif. Every preview below is the actual compiled output, not a mock-up.
Open one in the editor and render it from your own JSON over the API — 1 page of A4 portrait, the same engine either way.
Generating these from your own data? See how reports render over the API- Designs
- 3
- Page size
- A4 portrait
- Length
- 1 page
- Document family
- Analytical report
Investor update designs
Minimal, type-led · Slate & emerald · Montserrat + Inter
expressive A4 portrait 1 page
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Editorial serif · Aubergine & peach · Inter only
refined A4 portrait 1 page
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How the investor update designs differ
Same document, same data model, 3 different arguments about how it should look on paper. Pick on layout and typography — the content behaves identically.
| Design | Layout | Palette | Typefaces | Pages |
|---|---|---|---|---|
| Console Grid | Card-grid dashboard | Cobalt & chartreuse | Merriweather + Inter | 1 · A4 portrait |
| Hero Metric | Minimal, type-led | Slate & emerald | Montserrat + Inter | 1 · A4 portrait |
| Index Strip | Editorial serif | Aubergine & peach | Inter only | 1 · A4 portrait |
What your data drives in an investor update
Each design is authored against an explicit reflow contract, so it is defined up front which blocks are emitted once per record and which fields absorb longer content. That is what stops the layout falling apart at a hundred rows.
| Design | Repeats per record | Grows with your data |
|---|---|---|
| Console Grid | KPI tiles; quarterly ARR columns; bridge bars; account rows; worked and watching items; target tiles; ask lines | per-item commentary; ask lines; the definitions note |
| Hero Metric | mini metric cells; win, challenge and shipped bullets; ask rows; net-new MRR bars | per-bullet detail; the chart caption; the accounting note |
| Index Strip | index-strip figures; numbered sections; quarterly team columns; plan-revenue bars; ask lines | the standfirst; section prose; ask lines; the accounting note |
More reports documents
Who uses investor update templates
These document sets each include the investor update designs above.
Start from one of these investor update designs
Open a design in the editor and the agent reshapes it around your schema — then render it from your own data over the API, or let your users edit it in the embedded editor.