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executive

Gamma Investor Update Deck

Investor updates that look prepared, not rushed.

Helps founders convert raw updates into a crisp deck that communicates progress, risk, and asks clearly.

Best forConsultingProfessional ServicesSaaS
Agents8 required
Duration5-10 minutes

Converts operating metrics, narrative highlights, risks, and asks into a structured Gamma deck for investors, advisors, or the board.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to retrieve prior investor update baselines, key metrics from the last update, and investor-specific narrative preferences from memory. Connect to HubSpot to pull current pipeline value, new logos acquired this period, deal velocity, and win rate. Produce a sales performance snapshot as Phase 1 output.

crm scanner
01

Connect to Stripe to extract the period's MRR, ARR, net revenue, churn, NRR, and LTV data. Cross-reference with Phase 1 CRM data to build a unified business performance dataset covering both pipeline and revenue metrics.

payment scanner
02

Consume Phase 1 unified performance dataset. Calculate MRR growth rate, net revenue retention, CAC payback, magic number, and gross margin estimate. Build period-over-period comparison (vs last investor update from memory). Produce a revenue narrative summary suitable for investor slides. Pass to Phase 3.

revenue analyst
02

In parallel with revenue-analyst, call verslay_news_search targeting the company's industry and 'Series A Series B SaaS multiples 2026' to surface current valuation benchmarks and market context investors care about. Call verslay_exclusive_meta_ads_search on the top 3 competitor brands to surface competitor marketing signals and recent funding-related ad activity. Call verslay_news_headlines for any sector news that strengthens or complicates the company's investor narrative. Produce a market context + competitor signals package for Phase 3.

web researcher
03

Consume Phase 2 revenue narrative, Phase 2 market context, and Phase 2 competitor signals. Draft the investor update narrative structure: (1) Headline KPIs vs last update, (2) Business momentum — pipeline, new logos, expansion, (3) Challenges and mitigations, (4) Market context and competitive positioning, (5) Upcoming milestones and ask. Produce a structured outline with key data points for each slide. Pass to gamma-presentation-builder.

board report writer
04

Consume Phase 3 investor update narrative and outline. Build a polished Gamma investor update presentation using the structured content: headline metrics slide, MRR/ARR growth chart, pipeline and logo slide, competitive positioning slide, challenge + mitigation slide, roadmap and ask slide. Apply professional investor deck formatting. Produce a shareable Gamma deck URL as the primary output.

gamma presentation builder
05

Consume Phase 4 Gamma deck URL, Phase 3 narrative outline, and Phase 2 revenue analysis. Write an investor update summary document: deck link, talking points for each slide, suggested delivery notes for the CEO, and key questions to anticipate from investors. Call verslay_memorize to store the current period's investor-facing KPIs (MRR, ARR, churn, NRR, new logos) and the deck link. Pass to distributor.

executive briefing writer
05

Receive the investor update summary and Gamma deck link from executive-briefing-writer. Distribute to the configured email or Slack channel. Confirm delivery and log the send timestamp.

distributor

Required Agents

8
  • crm-scanner
  • payment-scanner
  • revenue-analyst
  • web-researcher
  • board-report-writer
  • gamma-presentation-builder
  • executive-briefing-writer
  • distributor

Connections

Required

gammahubspotstripeverslay_exclusive

What it does

  • Investor-ready narrative
  • Metric and risk sections
  • Ask slide
  • Board-style structure
  • Appendix prompts

Example prompt

Create an investor update deck for this quarter. Include traction, revenue, product progress, risks, asks, and next-quarter priorities.

Ready to deploy Gamma Investor Update Deck?

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