Work*Prompt
簡報

SaaS 投資人月報簡報(數據儀表板風)

「一頁一指標」的儀表板結構逼出重點,投資人兩分鐘掃完仍記得你的三個關鍵數字,誠實的亮點低谷頁更能累積長期信任。

適用模型ChatGPTClaude
SaaS Monthly Investor Update Deck (Dashboard Style)

prompt

Act as a startup CFO and outline a 10-slide monthly investor update deck for {company_name}, a SaaS startup at {funding_stage}. Use a dashboard-style structure: slide 1 is a TL;DR with three headline numbers, then one metric per slide — MRR, net revenue retention, burn and runway each get a full slide with a single large figure, a trend arrow, and one sentence of context. Include a highlights/lowlights slide written in honest, no-spin language, a slide on {key_initiative}, and close with specific asks for investors such as {investor_ask}. For every slide give a title, the key number or message, and one presenter note. Keep total text under 40 words per slide.

變數說明


變數說明範例
{company_name}你的新創公司名稱CloudPilot
{funding_stage}目前募資階段Pre-A round
{key_initiative}本月重點計畫或進展Launching self-serve onboarding to cut CAC
{investor_ask}希望投資人協助的具體事項Intros to enterprise logistics customers

使用情境


SaaS 創辦人或財務長每月向天使投資人與創投股東更新營運進度時使用。

搭配工具


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