AIWorkDex
Strategy & Funding Practice

Build a sourced investor update draft

Assemble a factual internal update for authorised reviewers without deciding what the company must disclose.

Preparation
Until the evidence owners, authorised decision owners, independent counsel, and relevant jurisdiction advisers complete their reviews
Difficulty
Advanced
Task
Prepare an investor update for review
Back to the Task: Prepare an investor update for review

Before you start

Get what you need before you start

  • Confirm the company body and people authorised to own this decision.
  • This Practice provides an internal evidence workflow. It does not provide legal, financial, tax, investment, or valuation advice.
  • Obtain named pre-upload approval for the workspace, plan, account settings, retention settings, and each approved document category.
  • Treat privileged, personal, customer, employee, security, and third-party information as prohibited. Keep it out of this workspace and use a separately approved system.
  • Verify plan-dependent data controls and retention before use. Test access with a non-owner account before sharing.
  • Keep unsupported facts, missing documents, conflicts, and disagreement visible.
  • Treat Tool output as an internal draft that a person checks against every cited source.
  • Independent counsel and the qualified advisers for each applicable jurisdiction must review every external communication and transaction decision before use.

Steps

Work through the method

Use the listed inputs and tools. Check the evidence when you need to verify a step.

  1. Assemble the sourced update

    Start from the prior approved update. Record the reporting period, changes, actual results, decisions, risks, material events, asks, corrections, source, and owner for each statement.

    Why it matters: A consistent structure makes changed facts and uncertainty visible.

    Input
    The prior approved update, dated records, decisions, risks, asks, and governing documents.
    Output
    A draft that separates facts, explanations, forecasts, decisions, risks, asks, and unknowns.
    Tools in this stepChatGPT evidence workspace

    Evidence for this step

  2. Verify disclosure and recipients

    Record owners verify facts. Independent counsel reviews duties, omissions, confidentiality, inside-information controls, recipients, timing, and jurisdictions.

    Why it matters: A public example cannot determine another company’s disclosure duties or audience.

    Input
    The sourced draft, recipient list, authority rules, and disclosure questions.
    Output
    An approved communication or a hold record with corrections and exclusions.
    Tools in this stepChatGPT evidence workspace

    Evidence for this step

  3. Send and preserve the approved version

    An authorised sender uses the approved version and recipient list. Record the sent copy, delivery date, access boundary, and follow-up commitments.

    Why it matters: The retained record must show exactly what authorised recipients received.

    Input
    The approved version, recipient list, access rule, and sender authority.
    Output
    A controlled investor communication record and response queue.
    Tools in this stepChatGPT evidence workspace

    Evidence for this step

Success checks

Check the result before you finish

  • Every statement has a source, owner, period, and fact, forecast, decision, risk, ask, or unknown label.
  • Counsel approved the duties, omissions, recipients, timing, confidentiality, and jurisdictions.
  • The sent record preserves the exact approved version, audience, date, access boundary, and follow-ups.

Failure modes

Watch for these problems

  • The draft relies on memory, mixes facts with forecasts or explanations, or drops a correction from the prior update. Return each statement to its dated source and owner.
  • The recipient list or access boundary changes after review. Hold delivery and repeat the disclosure, confidentiality, and jurisdiction checks.
  • A material statement, omission, risk, or ask remains unresolved. Stop sending and escalate the exact version to counsel and the authorised sender.

Tools

Choose the tools you need

Sources

Read the sources behind this practice

Check what each source supports and where the advice has limits.